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Wells Fargo
WFC

Overview Fund Activity

1,895 hedge funds and large institutions have $184B invested in Wells Fargo in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 914 increasing their positions, 688 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
–
Holders Change %
0%
% of All Funds
50.57%
Holding in Top 10
280
Holding in Top 10 Change
-121
Holding in Top 10 Change %
-30.17%
% of All Funds
7.47%
New
111
Increased
914
Reduced
688
Closed
90
Calls
$1.21B
Puts
$1.28B
Net Calls
-$70.3M
Net Calls Change
+$203M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$513M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$346M
3
Goldman Sachs
Goldman Sachs
New York
+$291M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$277M
5
SOMRS
State of Michigan Retirement System
Michigan
+$251M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.7B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$536M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$397M
5
Barclays
Barclays
United Kingdom
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
1151
Gerstein Fisher
New York
$1.83M +$10.6K +220 +0.6%
TP
1152
Truvvo Partners
New York
$1.82M – – –
KC
1153
Kingfisher Capital
North Carolina
$1.82M +$2.76K +57 +0.2%
SNT
1154
Security National Trust
West Virginia
$1.82M +$28.3K +585 +2%
SFG
1155
SevenBridge Financial Group
Pennsylvania
$1.81M +$1.81M +87,435 New
PCMM
1156
Private Capital Management (Minnesota)
Minnesota
$1.8M +$457K +9,450 +34%
CS
1157
Credential Securities
$1.8M +$56.9K +1,176 +3%
FCH
1158
Freestone Capital Holdings
Washington
$1.79M +$190K +3,918 +12%
CG
1159
Caprock Group
Idaho
$1.79M +$1.79M +37,027 New
CSM
1160
Central Square Management
Illinois
$1.79M +$1.79M +37,000 New
SWM
1161
Segment Wealth Management
Texas
$1.79M -$16.7K -346 -0.9%
CFMC
1162
Curbstone Financial Management Corp
New Hampshire
$1.78M +$33.8K +700 +2%
NFG
1163
NewFocus Financial Group
Washington
$1.78M +$36.1K +747 +2%
WP
1164
WealthSource Partners
California
$1.78M +$1.78M +36,720 New
MIM
1165
Miller Investment Management
Pennsylvania
$1.77M +$198K +4,100 +13%
AIA
1166
AIMZ Investment Advisors
California
$1.77M +$894K +17,394 +102%
CBN
1167
Cadence Bank NA
Texas
$1.75M -$20.9K -433 -1%
SLG
1168
Stanley-Laman Group
Pennsylvania
$1.75M -$28.6K -591 -2%
PG
1169
PEAK6 Group
Illinois
$1.74M +$946K +19,549 +119%
TF
1170
Trutina Financial
Washington
$1.74M -$61.2K -1,265 -3%
HCM
1171
Hengehold Capital Management
Ohio
$1.74M +$43.9K +908 +3%
FMWA
1172
Forvis Mazars Wealth Advisors
Missouri
$1.73M -$211K -4,353 -11%
GCA
1173
Gideon Capital Advisors
New York
$1.73M +$1.73M +35,789 New
GWM
1174
Gupta Wealth Management
California
$1.73M -$182K -3,759 -10%
CCM
1175
Carlson Capital Management
Minnesota
$1.72M -$12.1K -251 -0.7%
45 46
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