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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 %
KIG
1176
Kessler Investment Group
Indiana
$1.72M +$91.3K +1,889 +6%
SCM
1177
SOL Capital Management
Maryland
$1.71M – – –
HIM
1178
Harbour Investment Management
Washington
$1.71M +$279K +5,770 +20%
PGIM
1179
Pacific Global Investment Management
California
$1.7M +$477K +9,868 +39%
HH
1180
Hilltop Holdings
Texas
$1.7M -$5.51K -114 -0.3%
HFA
1181
High Falls Advisors
New York
$1.69M -$590K -12,203 -26%
CHC
1182
City Holding Co
West Virginia
$1.69M +$75.3K +1,556 +5%
ITIM
1183
Indiana Trust & Investment Management
Indiana
$1.68M +$395K +8,172 +31%
TWM
1184
Torch Wealth Management
Ohio
$1.66M +$17.2K +356 +1%
PFM
1185
Parsec Financial Management
North Carolina
$1.66M +$261K +5,394 +19%
GVT
1186
Genesee Valley Trust
New York
$1.66M -$199K -4,117 -11%
CAM
1187
Congress Asset Management
Massachusetts
$1.65M -$188K -3,898 -10%
CL
1188
Choreo LLC
Illinois
$1.64M +$434K +8,969 +36%
PIM
1189
Penobscot Investment Management
Massachusetts
$1.64M -$313K -6,484 -16%
KT
1190
Kanaly Trust
Texas
$1.64M +$12.4K +256 +0.8%
BFA
1191
Benedict Financial Advisors
Georgia
$1.64M +$25.8K +533 +2%
VHAM
1192
Van Hulzen Asset Management
California
$1.62M +$629K +12,999 +63%
HSA
1193
HBK Sorce Advisory
Pennsylvania
$1.62M +$303K +6,259 +23%
TSW
1194
Thompson Siegel & Walmsley
Virginia
$1.62M +$21.8K +450 +1%
NERM
1195
New England Research & Management
Illinois
$1.61M +$42.3K +875 +3%
HCP
1196
Holt Capital Partners
Texas
$1.61M – – –
SAM
1197
Selway Asset Management
$1.6M +$24.2K +500 +2%
GHA
1198
Garcia Hamilton & Associates
Texas
$1.59M +$11.8K +244 +0.7%
BSW
1199
Buckingham Strategic Wealth
Missouri
$1.59M +$433K +8,961 +37%
NA
1200
Navellier & Associates
Nevada
$1.59M +$18.5K +383 +1%
46 47
48
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