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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 %
MC
1201
Moors & Cabot
Massachusetts
$1.58M -$305K -6,297 -16%
MC
1202
Miles Capital
Iowa
$1.58M -$10.4K -215 -0.7%
Millennium Management
1203
Millennium Management
New York
$1.58M +$1.58M +32,728 New
ASN
1204
Advisory Services Network
Georgia
$1.58M -$71.1K -1,469 -4%
NCM
1205
Neumann Capital Management
California
$1.58M +$19.3K +400 +1%
BW
1206
Bison Wealth
Georgia
$1.58M +$39.2K +810 +3%
VSWA
1207
Vontobel Swiss Wealth Advisors
Switzerland
$1.58M +$265K +5,480 +20%
MPAM
1208
Murphy Pohlad Asset Management
Minnesota
$1.57M +$655K +13,560 +72%
WPW
1209
Waldron Private Wealth
Pennsylvania
$1.57M +$712K +13,803 +83%
TNAM
1210
Terra Nova Asset Management
New York
$1.57M -$149K -3,086 -9%
NCMW
1211
Northern Capital Management (Wisconsin)
Wisconsin
$1.57M +$872K +18,030 +126%
APTFM
1212
AGUR Provident & Training Funds Management
Israel
$1.56M +$1.56M +32,285 New
RP
1213
Raiff Partners
New York
$1.55M +$1.55M +32,000 New
PIC
1214
PCJ Investment Counsel
Ontario, Canada
$1.55M +$1.55M +32,000 New
HCA
1215
Harbour Capital Advisors
Virginia
$1.54M +$137K +2,824 +10%
CWM
1216
Confluence Wealth Management
Oregon
$1.52M +$4.69K +97 +0.3%
DPIM
1217
Duff & Phelps Investment Management
Illinois
$1.52M -$653K -13,494 -30%
AC
1218
Argentiere Capital
Switzerland
$1.52M +$1.52M +31,372 New
CIP
1219
Capital Insight Partners
Arizona
$1.52M +$1.52M +31,353 New
PAM
1220
PartnerRe Asset Management
Connecticut
$1.51M – – –
WIS
1221
Wright Investors Service
Connecticut
$1.5M -$299K -6,180 -17%
SAM
1222
SignalPoint Asset Management
Missouri
$1.49M +$60.2K +1,246 +4%
EWA
1223
EP Wealth Advisors
California
$1.49M +$363K +7,513 +32%
FFSOTS
1224
Fiduciary Financial Services of The Southwest
Texas
$1.49M +$62.7K +1,297 +4%
NAMA
1225
Nikko Asset Management Americas
New York
$1.48M +$136K +2,800 +10%
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