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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 %
WA
1326
Wheatland Advisors
Pennsylvania
$1.11M -$29K -599 -3%
MMG
1327
Monetary Management Group
Missouri
$1.11M -$70.2K -1,450 -6%
AMIM
1328
Aull & Monroe Investment Management
Alabama
$1.11M -$16.3K -336 -1%
CRCM
1329
Crystal Rock Capital Management
Illinois
$1.11M +$1.11M +22,900 New
BP
1330
Ballentine Partners
Massachusetts
$1.1M +$160K +3,312 +17%
FFC
1331
First Financial Corp
Indiana
$1.1M +$18.7K +386 +2%
KA
1332
KLCM Advisors
Wisconsin
$1.1M – – –
EIM
1333
Essex Investment Management
Massachusetts
$1.1M -$1.61M -33,366 -59%
TFA
1334
Transamerica Financial Advisors
Florida
$1.1M +$65.5K +1,353 +6%
AF
1335
Allworth Financial
California
$1.1M -$74.4K -1,540 -6%
IAS
1336
IMA Advisory Services
Colorado
$1.09M +$325K +6,899 +43%
TWA
1337
TCI Wealth Advisors
Arizona
$1.08M +$110K +2,275 +11%
BEAM
1338
Baker Ellis Asset Management
Washington
$1.07M +$205K +4,250 +24%
HC
1339
HHG & Company
Connecticut
$1.07M +$74.9K +1,548 +8%
BOC
1340
Barbara Oil Co
Illinois
$1.06M – – –
IC
1341
Intersect Capital
California
$1.06M +$373K +7,711 +54%
IA
1342
IFP Advisors
Florida
$1.06M -$4.93M -101,927 -82%
OC
1343
Oarsman Capital
Wisconsin
$1.05M -$19.7K -408 -2%
PPSG
1344
Princeton Portfolio Strategies Group
New Jersey
$1.05M +$5.76K +119 +0.6%
WAM
1345
Wealthspire Advisors (Maryland)
Maryland
$1.05M +$102K +2,100 +11%
CAL
1346
Capital Analysts LLC
Pennsylvania
$1.04M -$83K -1,716 -7%
BIM
1347
Baldwin Investment Management
Pennsylvania
$1.04M +$78.4K +1,622 +8%
WPC
1348
White Pine Capital
Minnesota
$1.04M +$8.61K +178 +0.8%
LKIM
1349
Lawson Kroeker Investment Management
Nebraska
$1.04M +$48.6K +1,005 +5%
NFG
1350
Next Financial Group
Texas
$1.04M +$228K +4,707 +28%
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