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Wells Fargo
WFC

Overview Fund Activity

1,891 hedge funds and large institutions have $180B invested in Wells Fargo in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 898 increasing their positions, 706 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-4
Holders Change %
-0.21%
% of All Funds
50.53%
Holding in Top 10
221
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-21.07%
% of All Funds
5.91%
New
94
Increased
898
Reduced
706
Closed
80
Calls
$1.31B
Puts
$1.69B
Net Calls
-$374M
Net Calls Change
-$304M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$520M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
3
IC
Institutional Capital
Illinois
+$263M
4
RCG
Ruane, Cunniff & Goldfarb
New York
+$244M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$224M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.77B
2
Capital World Investors
Capital World Investors
California
-$1.16B
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$933M
4
Boston Partners
Boston Partners
Massachusetts
-$889M
5
State Street
State Street
Massachusetts
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
1126
First Horizon Advisors
Tennessee
$2.1M +$212K +4,478 +11%
VWA
1127
V Wealth Advisors
Kansas
$2.1M +$76.5K +1,619 +4%
RHDIC
1128
R.H. Dinel Investment Counsel
California
$2.1M – – –
MI
1129
Montage Investments
Kansas
$2.09M -$57.2K -1,209 -3%
SCM
1130
Southport Capital Management
Tennessee
$2.09M +$806K +17,036 +63%
FPB
1131
First PREMIER Bank
South Dakota
$2.08M +$165K +3,477 +9%
CIM
1132
CIM Investment Management
Pennsylvania
$2.08M -$94.7K -2,000 -4%
AC
1133
Addison Capital
Pennsylvania
$2.07M +$4.73K +100 +0.2%
DSC
1134
Duncker Streett & Co
Missouri
$2.06M +$140K +2,961 +7%
SAM
1135
Security Asset Management
New York
$2.06M -$8.52K -180 -0.4%
YIA
1136
YHB Investment Advisors
Connecticut
$2.05M +$228K +4,823 +13%
NERM
1137
New England Research & Management
Illinois
$2.05M +$476K +10,050 +30%
TF
1138
Tompkins Financial
New York
$2.05M -$43.4K -917 -2%
LC
1139
Lourd Capital
California
$2.05M +$73.5K +1,554 +4%
RS
1140
Robeco Schweiz
Switzerland
$2.05M -$59.1K -1,258 -3%
TBNY
1141
Trustco Bank (New York)
New York
$2.04M -$53.3K -1,125 -3%
NIC
1142
Northwest Investment Counselors
Oregon
$2.03M +$141K +2,984 +7%
STB
1143
S&T Bank
Pennsylvania
$2.03M +$38.3K +809 +2%
SSP
1144
Sapphire Star Partners
Washington
$2.03M -$1.68M -35,487 -45%
CC
1145
Courier Capital
New York
$2.03M +$49.1K +1,037 +2%
ANRIA
1146
American National Registered Investment Advisor
Texas
$2.02M – – –
PC
1147
Palo Capital
California
$2.01M +$1.05M +22,235 +110%
LNB
1148
Ledyard National Bank
$2.01M +$1.84M +38,863 +1,094%
NPA
1149
Nichols & Pratt Advisers
Massachusetts
$1.99M -$37.9K -800 -2%
SCP
1150
Seizert Capital Partners
Michigan
$1.99M -$331 -7 -0%
44 45
46
47 48