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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 %
PFSC
1326
Peoples Financial Services Corp
Pennsylvania
$1.17M +$2.37K +50 +0.2%
MMG
1327
Monetary Management Group
Missouri
$1.17M +$80.4K +1,700 +7%
NIA
1328
Northstar Investment Advisors
Colorado
$1.16M -$66.7K -1,410 -5%
SFSG
1329
Stearns Financial Services Group
North Carolina
$1.16M -$114K -2,410 -9%
FNB
1330
Farmers National Bank
Kentucky
$1.15M +$306K +6,467 +36%
KPCM
1331
Kings Point Capital Management
New York
$1.15M -$2.22K -47 -0.2%
WFMPM
1332
Woodley Farra Manion Portfolio Management
Indiana
$1.15M – – –
SAA
1333
Southeast Asset Advisors
Georgia
$1.14M – – –
LKIM
1334
Lawson Kroeker Investment Management
Nebraska
$1.14M +$121K +2,560 +12%
ICAS
1335
Investors Capital Advisory Services
Massachusetts
$1.14M -$60.7K -1,285 -5%
SFWA
1336
Summit Financial Wealth Advisors
Louisiana
$1.13M -$7.91K -167 -0.7%
NSAM
1337
North Star Asset Management
Wisconsin
$1.13M +$256K +5,400 +29%
BEAM
1338
Baker Ellis Asset Management
Washington
$1.13M +$78.1K +1,650 +7%
TH
1339
TCTC Holdings
Texas
$1.12M +$3.36K +71 +0.3%
MFIMFI
1340
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.12M -$906K -19,110 -45%
DIS
1341
Diversified Investment Strategies
Louisiana
$1.12M – – –
KA
1342
KLCM Advisors
Wisconsin
$1.12M +$43.4K +916 +4%
HCA
1343
Harbour Capital Advisors
Virginia
$1.12M -$391K -8,261 -26%
MWP
1344
MYCIO Wealth Partners
Pennsylvania
$1.11M -$87.3K -1,845 -7%
HAM
1345
Highstreet Asset Management
Ontario, Canada
$1.1M -$335K -7,083 -23%
JWM
1346
Jackson Wealth Management
Florida
$1.09M -$1.28M -26,973 -54%
SAM
1347
SignalPoint Asset Management
Missouri
$1.09M -$369K -7,792 -25%
SFI
1348
SPC Financial Inc
Maryland
$1.09M -$36.7K -775 -3%
AMIM
1349
Aull & Monroe Investment Management
Alabama
$1.08M – – –
CRCM
1350
Crystal Rock Capital Management
Illinois
$1.08M – – –
52 53
54
55 56