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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 %
JIC
1301
Joel Isaacson & Co
New York
$1.29M -$112K -2,361 -8%
EHWM
1302
Eads & Heald Wealth Management
Georgia
$1.28M -$41.5K -878 -3%
TWA
1303
Tillar-Wenstrup Advisors
Ohio
$1.28M +$1.28M +27,066 New
MAA
1304
Mraz Amerine & Associates
California
$1.28M – – –
MMPW
1305
Mitchell McLeod Pugh & Williams
Alabama
$1.28M +$70.6K +1,491 +6%
FIB
1306
First Interstate Bank
Montana
$1.28M +$18.9K +400 +2%
GGHC
1307
Gilder Gagnon Howe & Co
New York
$1.28M -$3.88K -82 -0.3%
CWM
1308
Confluence Wealth Management
Oregon
$1.27M -$226K -4,780 -15%
HI
1309
HBK Investments
Texas
$1.26M -$9.21M -194,491 -88%
RIL
1310
Rothschild Investment LLC
Illinois
$1.26M +$434K +9,167 +52%
MC
1311
Miles Capital
Iowa
$1.26M -$293K -6,198 -19%
ID
1312
Integral Derivatives
New York
$1.25M -$23.7K -500 -2%
AFG
1313
Albion Financial Group
Utah
$1.25M – – –
VIA
1314
Vantage Investment Advisors
Pennsylvania
$1.24M +$381K +8,110 +44%
IC
1315
Intersect Capital
California
$1.23M +$198K +4,190 +19%
LIM
1316
Loudon Investment Management
New Hampshire
$1.23M – – –
BEC
1317
Blue Edge Capital
Virginia
$1.23M – – –
OIM
1318
Orca Investment Management
Oregon
$1.23M -$12K -253 -1%
BSW
1319
Buckingham Strategic Wealth
Missouri
$1.22M -$337K -7,127 -22%
CAMG
1320
CWA Asset Management Group
Florida
$1.21M +$65.9K +1,393 +6%
NFG
1321
Next Financial Group
Texas
$1.21M +$191K +4,047 +19%
DBIA
1322
Dumont & Blake Investment Advisors
New Jersey
$1.19M -$28.5K -602 -2%
VOAM
1323
Vertex One Asset Management
British Columbia, Canada
$1.18M +$47.3K +1,000 +4%
LWAC
1324
Laurel Wealth Advisors (California)
California
$1.18M +$310K +6,546 +36%
AIIMS
1325
Analyst IMS Investment Management Services
Israel
$1.17M +$17.6K +372 +2%
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