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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 %
TP
1201
Truvvo Partners
New York
$1.49M +$53.6K +1,210 +4%
GT
1202
Greenleaf Trust
Michigan
$1.48M -$17.7M -399,503 -92%
BI
1203
Boulegeris Investments
Georgia
$1.48M -$828K -18,709 -36%
IC
1204
Intersect Capital
California
$1.48M +$329K +7,437 +29%
WA
1205
WFG Advisors
Texas
$1.48M +$212K +4,783 +17%
LKIM
1206
Lawson Kroeker Investment Management
Nebraska
$1.47M +$409K +9,245 +39%
NCMW
1207
Northern Capital Management (Wisconsin)
Wisconsin
$1.47M -$2.21K -50 -0.2%
HH
1208
Hilltop Holdings
Texas
$1.47M -$5.32K -120 -0.4%
BFO
1209
Boston Family Office
Massachusetts
$1.46M -$678K -15,308 -32%
KT
1210
Kanaly Trust
Texas
$1.46M -$21.3K -480 -1%
TF
1211
Trutina Financial
Washington
$1.45M -$22.8K -515 -2%
FMWA
1212
Forvis Mazars Wealth Advisors
Missouri
$1.45M -$77.7K -1,756 -5%
AI
1213
Accredited Investors
Minnesota
$1.45M -$95.2K -2,150 -6%
CLOS
1214
Compagnie Lombard Odier SCmA
Switzerland
$1.45M -$871K -19,674 -38%
NA
1215
Navellier & Associates
Nevada
$1.45M -$55.4K -1,250 -4%
SAM
1216
Selway Asset Management
$1.45M -$26.6K -600 -2%
ST
1217
Spot Trading
Illinois
$1.44M +$1.44M +32,600 New
VSWA
1218
Vontobel Swiss Wealth Advisors
Switzerland
$1.44M -$183K -4,137 -11%
PAM
1219
Premier Asset Management
Illinois
$1.43M +$1.13M +25,550 +379%
BG
1220
Bollard Group
Massachusetts
$1.43M +$1.23M +27,832 +631%
MBT
1221
Montecito Bank & Trust
California
$1.42M -$37.1K -839 -3%
TSW
1222
Thompson Siegel & Walmsley
Virginia
$1.42M +$31.4K +709 +2%
DPIM
1223
Duff & Phelps Investment Management
Illinois
$1.42M +$24.4K +550 +2%
FPFS
1224
First Personal Financial Services
North Carolina
$1.41M +$47.5K +1,073 +4%
PPSG
1225
Princeton Portfolio Strategies Group
New Jersey
$1.39M +$22.2K +501 +2%
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