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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 %
LCP
1176
Legacy Capital Partners
Wisconsin
$1.57M +$244K +5,500 +18%
EWA
1177
EP Wealth Advisors
California
$1.57M -$577K -13,021 -27%
KA
1178
KLCM Advisors
Wisconsin
$1.57M +$521K +11,775 +50%
SCM
1179
SOL Capital Management
Maryland
$1.57M +$39.9K +901 +3%
FP
1180
FDO Partners
Massachusetts
$1.57M +$1.04M +23,370 +195%
ARMT
1181
Amica Retiree Medical Trust
Rhode Island
$1.56M – – –
TI
1182
Trexquant Investment
Connecticut
$1.55M +$1.55M +35,100 New
CA
1183
Cambridge Advisors
Nebraska
$1.55M +$288K +6,512 +23%
CCG
1184
Cypress Capital Group
Florida
$1.55M -$4.11M -92,882 -73%
BC
1185
Brookfield Corp
Ontario, Canada
$1.54M +$1.54M +34,750 New
HSA
1186
HBK Sorce Advisory
Pennsylvania
$1.53M +$130K +2,931 +9%
HCP
1187
Holt Capital Partners
Texas
$1.53M +$24.8K +560 +2%
B
1188
Bailard
California
$1.53M +$65.5K +1,480 +4%
Wealth Enhancement Advisory Services
1189
Wealth Enhancement Advisory Services
Minnesota
$1.52M +$1.52M +33,754 New
CS
1190
Cannell & Spears
New York
$1.52M -$1.04M -23,565 -41%
TBA
1191
Tower Bridge Advisors
Pennsylvania
$1.51M -$154K -3,471 -9%
SS
1192
Simplicity Solutions
Minnesota
$1.51M +$1.11M +24,991 +273%
HPCM
1193
High Pointe Capital Management
Illinois
$1.51M +$1.51M +34,120 New
RWA
1194
Ropes Wealth Advisors
Massachusetts
$1.51M +$110K +2,484 +8%
FHC
1195
First Houston Capital
Texas
$1.51M -$44.3K -1,000 -3%
BTW
1196
Boston Trust Walden
Massachusetts
$1.5M -$22.9M -516,205 -94%
SSP
1197
Sapphire Star Partners
Washington
$1.5M -$401K -9,047 -21%
LCM
1198
Liberty Capital Management
Michigan
$1.5M +$256K +5,855 +21%
QI
1199
Quotient Investors
New York
$1.49M -$1.53M -34,590 -51%
STB
1200
S&T Bank
Pennsylvania
$1.49M -$409K -9,240 -22%
46 47
48
49 50