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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 %
HAG
1301
HighPoint Advisor Group
Illinois
$1.22M -$428K -8,463 -26%
ICAS
1302
Investors Capital Advisory Services
Massachusetts
$1.22M -$6.43K -133 -0.5%
SGA
1303
Strategic Global Advisors
California
$1.22M -$269K -5,570 -18%
MHS
1304
M Holdings Securities
Oregon
$1.21M +$432K +8,938 +55%
VFA
1305
Voya Financial Advisors
Connecticut
$1.21M +$331K +6,798 +38%
PFSC
1306
Peoples Financial Services Corp
Pennsylvania
$1.19M +$70.1K +1,450 +6%
KPCM
1307
Kings Point Capital Management
New York
$1.18M -$251K -5,200 -18%
CIM
1308
Cetera Investment Management
California
$1.18M -$39.7K -820 -3%
AIIMS
1309
Analyst IMS Investment Management Services
Israel
$1.18M -$73.5K -1,521 -6%
WFMPM
1310
Woodley Farra Manion Portfolio Management
Indiana
$1.18M +$6.92K +143 +0.6%
AIM
1311
Allen Investment Management
New York
$1.18M +$106K +2,198 +10%
CAMG
1312
CWA Asset Management Group
Florida
$1.17M +$71.7K +1,483 +7%
SAA
1313
Southeast Asset Advisors
Georgia
$1.17M -$254K -5,256 -18%
VOAM
1314
Vertex One Asset Management
British Columbia, Canada
$1.16M +$368K +7,600 +46%
SFWA
1315
Summit Financial Wealth Advisors
Louisiana
$1.16M +$22.4K +463 +2%
LIC
1316
Lodestar Investment Counsel
Illinois
$1.16M +$608K +12,574 +111%
LOAMS
1317
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.16M – – –
BC
1318
Burney Company
Virginia
$1.15M -$25.1K -519 -2%
SFI
1319
SPC Financial Inc
Maryland
$1.15M -$54.4K -1,125 -5%
TH
1320
TCTC Holdings
Texas
$1.15M -$9.68K -200 -0.8%
DIS
1321
Diversified Investment Strategies
Louisiana
$1.15M +$9.67K +200 +0.9%
DBG
1322
De Burlo Group
Massachusetts
$1.13M -$3.25M -67,200 -74%
QAM
1323
Quantres Asset Management
Cayman Islands
$1.13M -$48.4K -1,000 -4%
GCM
1324
Glynn Capital Management
California
$1.13M +$259K +5,360 +30%
HI
1325
Handelsinvest Investeringsforvaltning
Denmark
$1.12M +$77.4K +1,600 +7%
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