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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 %
ZIC
1226
ZWJ Investment Counsel
Georgia
$1.48M +$227K +4,696 +18%
B
1227
Bailard
California
$1.48M +$1.48M +30,521 New
MJRIC
1228
Mogy Joel R Investment Counsel
California
$1.47M +$1.33M +27,414 +900%
HAM
1229
Highstreet Asset Management
Ontario, Canada
$1.47M -$565K -11,686 -28%
NME
1230
Notis-McConarty Edward
$1.46M -$9.67K -200 -0.7%
MBT
1231
Montecito Bank & Trust
California
$1.46M -$13.1K -271 -0.9%
BCM
1232
Bluefin Capital Management
New York
$1.46M +$277K +5,718 +23%
CAM
1233
Columbia Asset Management
Michigan
$1.45M +$34.9K +721 +2%
SFM
1234
Signature Financial Management
Virginia
$1.45M -$55.6K -1,148 -4%
DLG
1235
Daniel L. Goodwin
$1.45M +$484K +10,000 +50%
CIC
1236
Canal Insurance Company
South Carolina
$1.45M +$726K +15,000 +100%
NIMI
1237
Natixis Investment Managers International
France
$1.45M -$89.3K -1,847 -6%
LCM
1238
Liberty Capital Management
Michigan
$1.45M -$6.53K -135 -0.4%
CC
1239
Cognios Capital
Kansas
$1.45M -$130K -2,692 -8%
TNB
1240
Thomasville National Bank
Georgia
$1.45M +$408K +8,429 +39%
HIC
1241
Holderness Investments Company
North Carolina
$1.44M +$69K +1,427 +5%
IAM
1242
Impax Asset Management
New Hampshire
$1.44M +$247K +5,104 +21%
RCAG
1243
Rehmann Capital Advisory Group
Michigan
$1.43M +$59.9K +1,240 +4%
JIC
1244
Joel Isaacson & Co
New York
$1.43M -$113K -2,342 -7%
ACM
1245
Argyle Capital Management
Pennsylvania
$1.43M +$106K +2,200 +8%
AP
1246
Atwood & Palmer
Missouri
$1.43M -$127K -2,624 -8%
BFPW
1247
BOK Financial Private Wealth
Colorado
$1.43M -$14.9K -245 -1%
NDSI
1248
Newman Dignan & Sheerar Inc
Rhode Island
$1.43M +$35.8K +740 +3%
OA
1249
Oxbow Advisors
Texas
$1.42M -$34.6K -716 -2%
SSWM
1250
Sheets Smith Wealth Management
North Carolina
$1.42M +$10K +207 +0.7%
48 49
50
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