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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 %
IAM
1151
Impax Asset Management
New Hampshire
$1.68M +$142K +3,200 +9%
GF
1152
Gerstein Fisher
New York
$1.68M -$31.7K -716 -2%
NPA
1153
Nichols & Pratt Advisers
Massachusetts
$1.67M -$189K -4,264 -10%
SAM
1154
Sequent Asset Management
Texas
$1.67M – – –
DWM
1155
Dorchester Wealth Management
Quebec, Canada
$1.67M – – –
SNT
1156
Security National Trust
West Virginia
$1.67M +$21.2K +480 +1%
VIA
1157
Virtus Investment Advisers
Connecticut
$1.66M +$1.66M +37,553 New
BAC
1158
Boys Arnold & Co
North Carolina
$1.66M -$47.5K -1,073 -3%
TAM
1159
Trillium Asset Management
Massachusetts
$1.65M -$10.1M -227,679 -86%
SCA
1160
Snowden Capital Advisors
New York
$1.65M -$84.8K -1,914 -5%
IPC
1161
Independent Portfolio Consultants
Florida
$1.64M +$61.8K +1,395 +4%
PGIM
1162
Pacific Global Investment Management
California
$1.63M +$47.5K +1,072 +3%
MPAM
1163
Murphy Pohlad Asset Management
Minnesota
$1.62M -$62.9K -1,420 -4%
SFSIG
1164
San Francisco Sentry Investment Group
California
$1.62M -$836K -18,878 -34%
GVT
1165
Genesee Valley Trust
New York
$1.62M +$152K +3,429 +10%
NFG
1166
NewFocus Financial Group
Washington
$1.62M -$44.8K -1,012 -3%
CCM
1167
Carlson Capital Management
Minnesota
$1.61M – – –
FCH
1168
Freestone Capital Holdings
Washington
$1.61M +$3.37K +76 +0.2%
HIM
1169
Harbour Investment Management
Washington
$1.6M -$5.54K -125 -0.3%
LIC
1170
Lodestar Investment Counsel
Illinois
$1.6M +$49.8K +1,125 +3%
NCM
1171
Narwhal Capital Management
Georgia
$1.59M +$1.59M +35,975 New
AW
1172
ACG Wealth
Georgia
$1.59M -$881K -19,901 -36%
ITIM
1173
Indiana Trust & Investment Management
Indiana
$1.59M +$20.5K +464 +1%
CA
1174
Cetera Advisors
Colorado
$1.58M +$151K +3,416 +11%
NPT
1175
Nixon Peabody Trust
Massachusetts
$1.58M -$263K -5,942 -14%
45 46
47
48 49