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Wells Fargo
WFC

Overview Fund Activity

1,884 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 763 increasing their positions, 820 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
-7
Holders Change %
-0.37%
% of All Funds
50.35%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
5.29%
New
127
Increased
763
Reduced
820
Closed
114
Calls
$1.54B
Puts
$2.34B
Net Calls
-$798M
Net Calls Change
-$424M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$440M
2
Morgan Stanley
Morgan Stanley
New York
+$334M
3
State Street
State Street
Massachusetts
+$325M
4
Parnassus Investments
Parnassus Investments
California
+$252M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$244M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.07B
2
Bank of America
Bank of America
North Carolina
-$344M
3
Lazard Asset Management
Lazard Asset Management
New York
-$273M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
1126
Boyd Watterson Asset Management
Ohio
$1.82M -$173K -3,904 -9%
CC
1127
Cadinha & Co
Hawaii
$1.8M -$1.45M -32,805 -45%
FHA
1128
First Horizon Advisors
Tennessee
$1.8M -$189K -4,224 -10%
CIM
1129
CIM Investment Management
Pennsylvania
$1.79M -$148K -3,350 -8%
TPWA
1130
TRUE Private Wealth Advisors
Oregon
$1.79M -$224K -5,017 -11%
DVM
1131
Dreman Value Management
Florida
$1.79M -$58.4K -1,319 -3%
ASN
1132
Advisory Services Network
Georgia
$1.77M +$299K +6,758 +20%
WOC
1133
West Oak Capital
California
$1.77M +$24.4K +550 +1%
BCFS
1134
Butensky & Cohen Financial Security
Florida
$1.76M +$64.9K +1,465 +4%
OMCS
1135
Old Mutual Customised Solutions
South Africa
$1.76M -$797K -18,000 -31%
CFMC
1136
Curbstone Financial Management Corp
New Hampshire
$1.76M +$151K +3,400 +9%
ATC
1137
Argent Trust Co
Tennessee
$1.76M +$7.22K +163 +0.4%
FB
1138
Fulton Bank
Pennsylvania
$1.75M -$486K -10,963 -22%
AIM
1139
Anchor Investment Management
South Carolina
$1.75M -$79.4K -1,794 -4%
CS
1140
Credential Securities
$1.74M +$47.8K +1,079 +3%
CG
1141
Caprock Group
Idaho
$1.74M +$73.1K +1,651 +4%
MIM
1142
Miller Investment Management
Pennsylvania
$1.73M – – –
CC
1143
Courier Capital
New York
$1.72M -$176K -3,977 -9%
TF
1144
Tompkins Financial
New York
$1.72M -$202K -4,569 -11%
ASC
1145
Atalanta Sosnoff Capital
New York
$1.71M -$35.7M -805,266 -95%
BWP
1146
Baldwin Wealth Partners
Massachusetts
$1.7M -$3.6M -81,269 -68%
SFWA
1147
Summit Financial Wealth Advisors
Louisiana
$1.7M +$647K +14,601 +61%
HCM
1148
Hengehold Capital Management
Ohio
$1.7M +$91.6K +2,070 +6%
Fuller & Thaler Asset Management
1149
Fuller & Thaler Asset Management
California
$1.69M -$48.7K -1,100 -3%
CCM
1150
CrestPoint Capital Management
Missouri
$1.69M -$4.43K -100 -0.3%
44 45
46
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