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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 %
BFA
1251
Benedict Financial Advisors
Georgia
$1.46M -$132K -2,817 -8%
FPFS
1252
First Personal Financial Services
North Carolina
$1.45M +$779K +16,457 +116%
WIS
1253
Wright Investors Service
Connecticut
$1.45M -$20.6K -435 -1%
MJRIC
1254
Mogy Joel R Investment Counsel
California
$1.44M – – –
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$1.44M +$68.6K +1,450 +5%
CSS
1256
Cubist Systematic Strategies
Connecticut
$1.44M -$1.37M -29,018 -49%
NAMA
1257
Nikko Asset Management Americas
New York
$1.43M – – –
SSWM
1258
Sheets Smith Wealth Management
North Carolina
$1.43M +$45.1K +952 +3%
NIM
1259
Nexus Investment Management
Ontario, Canada
$1.43M +$55.6K +1,175 +4%
BFPW
1260
BOK Financial Private Wealth
Colorado
$1.43M -$171K -2,505 -11%
Lido Advisors
1261
Lido Advisors
California
$1.43M +$164K +3,473 +13%
GCM
1262
Grisanti Capital Management
New York
$1.43M +$517K +10,925 +57%
LCP
1263
Legacy Capital Partners
Wisconsin
$1.42M +$166K +3,500 +13%
CIC
1264
Canal Insurance Company
South Carolina
$1.42M – – –
DLG
1265
Daniel L. Goodwin
$1.42M – – –
SFM
1266
Signature Financial Management
Virginia
$1.42M +$47 +1 +0%
BOC
1267
Barbara Oil Co
Illinois
$1.42M +$379K +8,000 +36%
OA
1268
Oxbow Advisors
Texas
$1.41M +$18.9K +399 +1%
NDSI
1269
Newman Dignan & Sheerar Inc
Rhode Island
$1.41M +$14.2K +300 +1%
NME
1270
Notis-McConarty Edward
$1.41M -$23.7K -500 -2%
RFA
1271
Reilly Financial Advisors
California
$1.41M +$26.2K +553 +2%
AP
1272
Atwood & Palmer
Missouri
$1.4M – – –
PAIA
1273
Park Avenue Institutional Advisers
New York
$1.38M -$7.1K -150 -0.5%
HIC
1274
Holderness Investments Company
North Carolina
$1.38M -$30K -634 -2%
CCT
1275
Country Club Trust
Missouri
$1.38M +$814K +17,212 +145%
49 50
51
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