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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 %
SFSG
1276
Stearns Financial Services Group
North Carolina
$1.3M +$66.3K +1,372 +5%
MCM
1277
Maryland Capital Management
Maryland
$1.29M +$194K +4,005 +18%
Lido Advisors
1278
Lido Advisors
California
$1.29M +$1.29M +26,697 New
PCM
1279
Princeton Capital Management
New Jersey
$1.29M +$80.2K +1,659 +7%
MCP
1280
Mirador Capital Partners
California
$1.29M +$1.29M +26,681 New
FIB
1281
First Interstate Bank
Montana
$1.29M +$34.4K +712 +3%
III
1282
Independent Investors Inc
New York
$1.29M +$1.29M +26,600 New
LCP
1283
Legacy Capital Partners
Wisconsin
$1.28M -$411K -8,501 -24%
FMLI
1284
Fukoku Mutual Life Insurance
Japan
$1.28M +$38.7K +800 +3%
AFG
1285
Albion Financial Group
Utah
$1.27M -$16.9K -350 -1%
BO
1286
Bank OZK
Arkansas
$1.27M +$45.6K +943 +4%
OIM
1287
Orca Investment Management
Oregon
$1.27M – – –
RWA
1288
River Wealth Advisors
Pennsylvania
$1.26M +$47.9K +991 +4%
HWP
1289
Hefty Wealth Partners
Indiana
$1.26M +$94.2K +1,948 +8%
FMT
1290
First Mercantile Trust
Tennessee
$1.26M -$259K -5,364 -17%
LIM
1291
Loudon Investment Management
New Hampshire
$1.26M +$12K +249 +1%
SYBT
1292
Stock Yards Bank & Trust
Kentucky
$1.26M +$17.8K +369 +1%
BEC
1293
Blue Edge Capital
Virginia
$1.26M -$20.7K -428 -2%
NIA
1294
Northstar Investment Advisors
Colorado
$1.25M -$90.2K -1,865 -7%
BHBT
1295
Burke & Herbert Bank & Trust
Virginia
$1.25M +$245K +5,060 +24%
Royal London Asset Management
1296
Royal London Asset Management
United Kingdom
$1.25M +$1.21M +58,464,708 +3,193%
DBIA
1297
Dumont & Blake Investment Advisors
New Jersey
$1.24M +$7.35K +152 +0.6%
RWA
1298
Ropes Wealth Advisors
Massachusetts
$1.24M +$100K +2,076 +9%
MMPW
1299
Mitchell McLeod Pugh & Williams
Alabama
$1.23M +$25.6K +530 +2%
MWP
1300
MYCIO Wealth Partners
Pennsylvania
$1.23M -$41K -848 -3%
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