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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 %
TF
1226
Trutina Financial
Washington
$1.58M -$125K -2,644 -7%
SAM
1227
Selway Asset Management
$1.58M +$4.73K +100 +0.3%
ASN
1228
Advisory Services Network
Georgia
$1.57M +$25.6K +541 +2%
HH
1229
Hilltop Holdings
Texas
$1.57M -$88.2K -1,865 -5%
GVT
1230
Genesee Valley Trust
New York
$1.57M -$50.5K -1,066 -3%
NCMW
1231
Northern Capital Management (Wisconsin)
Wisconsin
$1.57M +$37.6K +795 +2%
VSWA
1232
Vontobel Swiss Wealth Advisors
Switzerland
$1.56M +$177K +4,152 +13%
MBT
1233
Montecito Bank & Trust
California
$1.56M +$131K +2,757 +9%
B
1234
Bailard
California
$1.56M +$116K +2,449 +8%
DAM
1235
Doheny Asset Management
California
$1.56M +$669K +14,130 +75%
FFSOTS
1236
Fiduciary Financial Services of The Southwest
Texas
$1.55M +$94.4K +1,995 +6%
NCM
1237
Neumann Capital Management
California
$1.55M – – –
TP
1238
Truvvo Partners
New York
$1.54M -$246K -5,200 -14%
APTFM
1239
AGUR Provident & Training Funds Management
Israel
$1.53M – – –
IIM
1240
Ipswich Investment Management
Massachusetts
$1.52M -$466K -9,847 -23%
CA
1241
Cetera Advisors
Colorado
$1.52M +$234K +4,972 +18%
CAM
1242
Columbia Asset Management
Michigan
$1.51M +$86.7K +1,833 +6%
GHA
1243
Garcia Hamilton & Associates
Texas
$1.5M -$55.9K -1,180 -4%
HSA
1244
HBK Sorce Advisory
Pennsylvania
$1.5M -$90.5K -1,912 -6%
JG
1245
Jefferies Group
New York
$1.49M -$10.4M -219,772 -87%
RWA
1246
Ropes Wealth Advisors
Massachusetts
$1.49M +$277K +5,860 +23%
DPIM
1247
Duff & Phelps Investment Management
Illinois
$1.49M – – –
TSW
1248
Thompson Siegel & Walmsley
Virginia
$1.48M -$97.3K -2,055 -6%
ZIC
1249
ZWJ Investment Counsel
Georgia
$1.47M +$21.1K +445 +1%
PPSG
1250
Princeton Portfolio Strategies Group
New Jersey
$1.46M +$432K +9,134 +42%
48 49
50
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