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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
$990M
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.6B
3
Goldman Sachs
Goldman Sachs
New York
$1.04B
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.05B
5
SOMRS
State of Michigan Retirement System
Michigan
$632M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.59B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$6.09B
3
Capital Research Global Investors
Capital Research Global Investors
California
$310M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.61B
5
Barclays
Barclays
United Kingdom
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
101
First Manhattan
New York
$250M -$26.6M -550,510 -10%
AAMU
102
Amundi Asset Management US
Massachusetts
$244M -$33.3M -688,793 -12%
LSV Asset Management
103
LSV Asset Management
Illinois
$244M +$1.65M +34,220 +0.7%
CA
104
Cortland Advisers
Delaware
$242M -$23.5M -486,584 -9%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$240M -$66.1M -1,366,420 -22%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$230M +$1.19M +24,550 +0.5%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$228M +$112M +2,312,961 +96%
Brown Advisory
108
Brown Advisory
Maryland
$225M +$2.79M +57,613 +1%
TBC
109
Tweedy, Browne Co
Connecticut
$224M -$1.69M -35,015 -0.8%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$223M -$22.1M -457,541 -9%
Stifel Financial
111
Stifel Financial
Missouri
$221M -$3.62M -74,889 -2%
B
112
BloombergSen
Ontario, Canada
$220M +$2.36M +48,795 +1%
CWG
113
C WorldWide Group
Denmark
$218M -$43M -890,040 -16%
O
114
OppenheimerFunds
New York
$218M -$25.6M -529,540 -11%
Mawer Investment Management
115
Mawer Investment Management
Alberta, Canada
$214M +$29.2M +604,261 +16%
RCWMU
116
Rothschild & Co Wealth Management (UK)
United Kingdom
$213M +$42.5M +879,006 +25%
IGIM
117
I.G. Investment Management
Manitoba, Canada
$202M +$9.77M +201,950 +5%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$201M -$53.6M -1,108,890 -21%
SO
119
STRS Ohio
Ohio
$200M +$277K +5,734 +0.1%
Canada Life
120
Canada Life
Manitoba, Canada
$197M +$34.2M +707,453 +21%
Diamond Hill Capital Management
121
Diamond Hill Capital Management
Ohio
$196M +$105M +2,172,744 +115%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$192M -$9.6M -198,501 -5%
WHG
123
Westwood Holdings Group
Texas
$192M +$13.5M +278,583 +8%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$191M +$3.21M +66,452 +2%
HL
125
Harding Loevner
New Jersey
$189M -$4.77M -98,674 -2%
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