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Wells Fargo
WFC

Overview Fund Activity

1,884 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 763 increasing their positions, 820 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
-7
Holders Change %
-0.37%
% of All Funds
50.35%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
5.29%
New
127
Increased
763
Reduced
820
Closed
114
Calls
$1.54B
Puts
$2.34B
Net Calls
-$798M
Net Calls Change
-$424M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$440M
2
Morgan Stanley
Morgan Stanley
New York
+$334M
3
State Street
State Street
Massachusetts
+$325M
4
Parnassus Investments
Parnassus Investments
California
+$252M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$244M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.07B
2
Bank of America
Bank of America
North Carolina
-$344M
3
Lazard Asset Management
Lazard Asset Management
New York
-$273M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGI
1326
Athena Global Investors
Virginia
$1.02M -$740K -16,718 -42%
ANTB
1327
AMG National Trust Bank
Colorado
$1.02M +$186K +4,194 +22%
PC
1328
Palo Capital
California
$1.01M -$875K -19,764 -47%
SGA
1329
Strategic Global Advisors
California
$1M – – –
RGNCM
1330
R.G. Niederhoffer Capital Management
New York
$1M +$1M +22,600 New
SAM
1331
SignalPoint Asset Management
Missouri
$995K -$24.1K -545 -2%
WA
1332
Wheatland Advisors
Pennsylvania
$992K +$44 +1 +0%
IAS
1333
IMA Advisory Services
Colorado
$992K +$48.3K +1,092 +5%
PWAP
1334
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$990K +$39.6K +895 +4%
PCR
1335
Potrero Capital Research
California
$989K – – –
AF
1336
Allworth Financial
California
$982K -$22K -497 -2%
FAM
1337
Foresters Asset Management
Ontario, Canada
$969K +$695K +15,700 +253%
AMIM
1338
Aull & Monroe Investment Management
Alabama
$968K -$45.8K -1,035 -5%
SC
1339
SouthState Corp
Florida
$966K -$3.67M -82,917 -79%
TFA
1340
Transamerica Financial Advisors
Florida
$958K +$71.8K +1,621 +8%
PAS
1341
Partnervest Advisory Services
California
$957K +$91.3K +2,062 +11%
BFPW
1342
BOK Financial Private Wealth
Colorado
$956K +$26.1K +590 +3%
EM
1343
ELCO Management
New York
$950K +$950K +21,450 New
NBC
1344
Neuberger Berman Canada
Ontario, Canada
$944K +$53.9K +1,216 +6%
BCA
1345
Benchmark Capital Advisors
New York
$943K -$59.8K -1,350 -6%
BFA
1346
Benedict Financial Advisors
Georgia
$942K -$418K -9,544 -31%
CPA
1347
Capital Planning Advisors
California
$942K -$8.86K -200 -0.9%
TWA
1348
TCI Wealth Advisors
Arizona
$941K +$4.21K +95 +0.4%
NG
1349
Northstar Group
New York
$941K +$46.7K +1,055 +5%
H
1350
Hexavest
Quebec, Canada
$940K – – –
52 53
54
55 56