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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 %
PWMAG
1226
Pinnacle Wealth Management Advisory Group
New Jersey
$1.39M +$37.6K +850 +3%
RCAG
1227
Rehmann Capital Advisory Group
Michigan
$1.38M -$121K -2,736 -8%
SSWM
1228
Sheets Smith Wealth Management
North Carolina
$1.38M +$34.5K +779 +3%
MCP
1229
Mirador Capital Partners
California
$1.38M +$143K +3,226 +12%
RG
1230
Rikoon Group
New Mexico
$1.37M +$1.37M +30,967 New
CCM
1231
Canal Capital Management
Virginia
$1.36M +$973K +21,961 +252%
ZIC
1232
ZWJ Investment Counsel
Georgia
$1.36M -$18.2K -411 -1%
NCM
1233
Neumann Capital Management
California
$1.35M -$93K -2,100 -6%
CAM
1234
Concorde Asset Management
Michigan
$1.35M +$1.35M +30,506 New
SFM
1235
Signature Financial Management
Virginia
$1.35M +$16K +361 +1%
GAM
1236
Gotham Asset Management
New York
$1.34M -$4.65M -105,031 -78%
NPC
1237
National Planning Corporation
California
$1.34M -$770K -16,952 -37%
FC
1238
FIC Capital
New York
$1.33M +$1.33M +30,098 New
DLG
1239
Daniel L. Goodwin
$1.33M – – –
BOC
1240
Barbara Oil Co
Illinois
$1.33M – – –
LVP
1241
Limestone Value Partners
Texas
$1.33M +$1.33M +30,000 New
NME
1242
Notis-McConarty Edward
$1.32M +$4.43K +100 +0.3%
FFC
1243
First Financial Corp
Indiana
$1.31M +$91.8K +2,073 +8%
MJRIC
1244
Mogy Joel R Investment Counsel
California
$1.3M -$44.3K -1,000 -3%
DAS
1245
Dynamic Advisor Solutions
Arizona
$1.3M +$512K +11,558 +65%
BO
1246
Bank OZK
Arkansas
$1.3M +$69.3K +1,565 +6%
RFA
1247
Reilly Financial Advisors
California
$1.3M -$15.4K -348 -1%
CCT
1248
Chemung Canal Trust
New York
$1.3M -$3.46M -78,222 -73%
ADBIC
1249
A.D. Beadell Investment Counsel
Wisconsin
$1.3M +$1.3M +29,295 New
WIS
1250
Wright Investors Service
Connecticut
$1.29M -$66.2K -1,495 -5%
48 49
50
51 52