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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 %
CAM
1276
Congress Asset Management
Massachusetts
$1.38M -$235K -4,966 -15%
HAG
1277
HighPoint Advisor Group
Illinois
$1.38M +$192K +3,916 +16%
W
1278
Wealthfront
California
$1.37M -$572K -12,078 -29%
PHIMC
1279
Private Harbour Investment Management & Counsel
Ohio
$1.36M +$7.1K +150 +0.5%
WA
1280
WFG Advisors
Texas
$1.36M +$639K +13,499 +89%
PIM
1281
Profit Investment Management
Maryland
$1.35M -$665K -14,056 -33%
CA
1282
Cambridge Advisors
Nebraska
$1.35M +$4.83K +102 +0.4%
BHBT
1283
Burke & Herbert Bank & Trust
Virginia
$1.35M +$118K +2,504 +10%
NCM
1284
Northside Capital Management
Oregon
$1.34M – – –
WCM
1285
Wunderlich Capital Managemnt
Tennessee
$1.34M +$24K +508 +2%
LCM
1286
Liberty Capital Management
Michigan
$1.34M -$78.3K -1,655 -6%
BCM
1287
Bluefin Capital Management
New York
$1.33M -$90.5K -1,912 -6%
FTC
1288
Farmers Trust Company
Ohio
$1.33M -$23.9K -505 -2%
Squarepoint
1289
Squarepoint
New York
$1.33M -$3.8M -80,337 -74%
MCP
1290
Mirador Capital Partners
California
$1.32M +$55K +1,156 +4%
PCM
1291
Princeton Capital Management
New Jersey
$1.32M +$56.6K +1,196 +4%
BO
1292
Bank OZK
Arkansas
$1.32M +$76.2K +1,610 +6%
ACA
1293
Anchor Capital Advisors
Massachusetts
$1.31M -$11.4K -240 -0.9%
RWA
1294
River Wealth Advisors
Pennsylvania
$1.31M +$75.1K +1,587 +6%
ANBT
1295
American National Bank & Trust
Texas
$1.3M -$35.1K -742 -3%
SYBT
1296
Stock Yards Bank & Trust
Kentucky
$1.3M +$70.7K +1,494 +6%
FFC
1297
First Financial Corp
Indiana
$1.3M +$220K +4,646 +20%
AIA
1298
Arbor Investment Advisors
North Carolina
$1.29M -$27K -571 -2%
NFC
1299
Northeast Financial Consultants
Connecticut
$1.29M +$625K +13,200 +93%
III
1300
Independent Investors Inc
New York
$1.29M +$33.1K +700 +3%
50 51
52
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