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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 %
PAIA
1251
Park Avenue Institutional Advisers
New York
$1.42M -$39.8K -824 -3%
RFA
1252
Reilly Financial Advisors
California
$1.41M +$158K +3,275 +13%
NIM
1253
Nexus Investment Management
Ontario, Canada
$1.41M – – –
SGAM
1254
Steinberg Global Asset Management
Florida
$1.41M -$480K -9,916 -25%
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$1.4M -$83.4K -1,725 -6%
IB
1256
Intrust Bank
Kansas
$1.39M -$7.06K -146 -0.5%
FTC
1257
Farmers Trust Company
Ohio
$1.38M -$17.3K -358 -1%
ARMT
1258
Amica Retiree Medical Trust
Rhode Island
$1.38M – – –
PHIMC
1259
Private Harbour Investment Management & Counsel
Ohio
$1.38M -$121K -2,500 -8%
CA
1260
Cambridge Advisors
Nebraska
$1.37M -$9.57K -198 -0.7%
NCM
1261
Northside Capital Management
Oregon
$1.37M – – –
HIM
1262
Hutchens Investment Management
New Hampshire
$1.37M -$884K -18,298 -39%
ANBT
1263
American National Bank & Trust
Texas
$1.37M +$183K +3,790 +15%
UR
1264
USCA RIA
Texas
$1.37M +$92K +1,902 +7%
TWI
1265
Thomas White International
Illinois
$1.36M +$31.4K +648 +2%
ACA
1266
Anchor Capital Advisors
Massachusetts
$1.36M -$61.2K -1,265 -4%
EHWM
1267
Eads & Heald Wealth Management
Georgia
$1.35M -$23.2K -479 -2%
AIA
1268
Arbor Investment Advisors
North Carolina
$1.35M +$283K +5,847 +26%
WCM
1269
Wunderlich Capital Managemnt
Tennessee
$1.35M +$28.9K +598 +2%
AI
1270
Accredited Investors
Minnesota
$1.34M +$48.4K +1,001 +4%
CA
1271
Cetera Advisors
Colorado
$1.32M -$163K -3,377 -11%
SCM
1272
Southport Capital Management
Tennessee
$1.32M +$12.8K +265 +1%
GGHC
1273
Gilder Gagnon Howe & Co
New York
$1.31M -$2.71K -56 -0.2%
MAA
1274
Mraz Amerine & Associates
California
$1.31M +$1.11K +23 +0.1%
ID
1275
Integral Derivatives
New York
$1.3M +$1.3M +26,934 New
49 50
51
52 53