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Wells Fargo
WFC

Overview Fund Activity

1,891 hedge funds and large institutions have $180B invested in Wells Fargo in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 898 increasing their positions, 706 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-4
Holders Change %
-0.21%
% of All Funds
50.53%
Holding in Top 10
221
Holding in Top 10 Change
-59
Holding in Top 10 Change %
-21.07%
% of All Funds
5.91%
New
94
Increased
898
Reduced
706
Closed
80
Calls
$1.31B
Puts
$1.69B
Net Calls
-$374M
Net Calls Change
-$304M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$520M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
3
IC
Institutional Capital
Illinois
+$263M
4
RCG
Ruane, Cunniff & Goldfarb
New York
+$244M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$224M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.77B
2
Capital World Investors
Capital World Investors
California
-$1.16B
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$933M
4
Boston Partners
Boston Partners
Massachusetts
-$889M
5
State Street
State Street
Massachusetts
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
1201
Bison Wealth
Georgia
$1.7M +$169K +3,603 +11%
SG
1202
Societe Generale
$1.7M +$1.7M +35,895 New
ARTA
1203
A.R.T. Advisors
New York
$1.7M +$1.7M +35,901 New
MCM
1204
Maryland Capital Management
Maryland
$1.69M +$423K +8,928 +33%
HWP
1205
Hefty Wealth Partners
Indiana
$1.69M +$454K +9,587 +37%
PGIM
1206
Pacific Global Investment Management
California
$1.69M +$26.1K +552 +2%
IPC
1207
Independent Portfolio Consultants
Florida
$1.69M +$1.16M +24,410 +217%
PIM
1208
Penobscot Investment Management
Massachusetts
$1.68M +$72.6K +1,534 +5%
ITIM
1209
Indiana Trust & Investment Management
Indiana
$1.68M +$36.3K +767 +2%
CC
1210
Cognios Capital
Kansas
$1.68M +$260K +5,504 +18%
AJ
1211
Ashburton (Jersey)
Jersey
$1.67M -$498K -10,525 -23%
ARMT
1212
Amica Retiree Medical Trust
Rhode Island
$1.67M +$318K +6,719 +24%
CCG
1213
Chatham Capital Group
Georgia
$1.66M -$327K -6,900 -16%
FHC
1214
First Houston Capital
Texas
$1.66M -$260K -5,500 -14%
LIC
1215
Lodestar Investment Counsel
Illinois
$1.66M +$523K +11,043 +46%
IAM
1216
Impax Asset Management
New Hampshire
$1.64M +$237K +5,000 +17%
FMWA
1217
Forvis Mazars Wealth Advisors
Missouri
$1.63M -$60K -1,267 -4%
SCM
1218
SOL Capital Management
Maryland
$1.63M -$44K -930 -3%
SWM
1219
Segment Wealth Management
Texas
$1.61M -$133K -2,803 -8%
RCAG
1220
Rehmann Capital Advisory Group
Michigan
$1.61M +$208K +4,398 +15%
NA
1221
Navellier & Associates
Nevada
$1.61M +$51.3K +1,084 +3%
HCP
1222
Holt Capital Partners
Texas
$1.61M +$30.3K +640 +2%
TWM
1223
Torch Wealth Management
Ohio
$1.6M -$23.4K -495 -1%
AI
1224
Accredited Investors
Minnesota
$1.59M +$329K +7,223 +26%
KT
1225
Kanaly Trust
Texas
$1.58M -$25.6K -541 -2%
47 48
49
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