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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 %
MBT
1351
Monroe Bank & Trust
Michigan
$1.04M +$5.08K +105 +0.5%
CAM
1352
CMT Asset Management
Illinois
$1.03M +$1.03M +21,371 New
HCM
1353
Hollencrest Capital Management
California
$1.03M -$72.4K -1,498 -7%
WC
1354
Woodstock Corp
Massachusetts
$1.03M +$1.03M +21,259 New
H
1355
Hexavest
Quebec, Canada
$1.03M – – –
QCG
1356
Quadrant Capital Group
Ohio
$1.02M -$5.02K -105 -0.5%
PFM
1357
Premier Fund Managers
United Kingdom
$1.02M – – –
HB
1358
Homrich & Berg
Georgia
$1.02M -$39.8K -822 -4%
MWM
1359
Modera Wealth Management
New Jersey
$1.02M +$1.02M +21,083 New
TIA
1360
Tiemann Investment Advisors
California
$1.02M +$71.5K +1,478 +8%
PCM
1361
Pointe Capital Management
Michigan
$1.01M +$4.21K +87 +0.4%
SAM
1362
Shikiar Asset Management
New York
$1M +$87K +1,800 +10%
NG
1363
Northstar Group
New York
$1M +$110K +2,280 +12%
CSA
1364
Cottage Street Advisors
Massachusetts
$1M -$14.6K -301 -1%
BCA
1365
Benchmark Capital Advisors
New York
$999K +$225K +4,650 +29%
PC
1366
Palo Capital
California
$978K -$219K -4,525 -18%
CPA
1367
Capital Planning Advisors
California
$976K +$24.1K +498 +3%
EWM
1368
Elite Wealth Management
Washington
$975K -$42.9K -887 -4%
RC
1369
Roundview Capital
New Jersey
$975K +$297K +6,139 +44%
JWM
1370
Jacobus Wealth Management
Wisconsin
$974K – – –
IWM
1371
Integrated Wealth Management
California
$962K +$16.8K +347 +2%
KIA
1372
Kopp Investment Advisors
Minnesota
$959K -$21.4K -443 -2%
OPTFSNA
1373
Old Point Trust & Financial Services N A
Virginia
$958K +$468K +9,672 +95%
PWAP
1374
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$949K +$45K +930 +5%
IAMOG
1375
Investors Asset Management of Georgia
Georgia
$947K -$3.34K -69 -0.4%
53 54
55
56 57