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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 %
IWM
1351
Integrated Wealth Management
California
$1.08M +$143K +3,015 +15%
BP
1352
Ballentine Partners
Massachusetts
$1.08M +$994 +21 +0.1%
YP
1353
Yellowstone Partners
Idaho
$1.08M +$250K +5,289 +30%
FMLI
1354
Fukoku Mutual Life Insurance
Japan
$1.08M -$170K -3,600 -14%
OC
1355
Oarsman Capital
Wisconsin
$1.08M +$47.6K +1,006 +5%
AF
1356
Allworth Financial
California
$1.07M +$189 +4 +0%
BCA
1357
Benchmark Capital Advisors
New York
$1.07M +$94.7K +2,000 +10%
MBT
1358
Monroe Bank & Trust
Michigan
$1.07M +$54.8K +1,157 +5%
RWM
1359
RKL Wealth Management
Pennsylvania
$1.06M -$4.09M -85,382 -79%
WA
1360
Wheatland Advisors
Pennsylvania
$1.06M -$28.3K -598 -3%
PCR
1361
Potrero Capital Research
California
$1.06M +$1.06M +22,332 New
NHC
1362
Nicholas Hoffman & Company
Georgia
$1.05M +$1.05M +22,075 New
ACS
1363
Archford Capital Strategies
Illinois
$1.04M -$828K -17,499 -44%
SEC
1364
Seven Eight Capital
New York
$1.04M -$1.13M -23,900 -52%
VKH
1365
Virtu KCG Holdings
New York
$1.04M -$6.85M -144,780 -87%
IB
1366
Intrust Bank
Kansas
$1.04M -$320K -6,765 -24%
CIM
1367
Cetera Investment Management
California
$1.04M -$117K -2,475 -10%
TW
1368
Transform Wealth
Colorado
$1.03M +$1.03M +21,807 New
FC
1369
Forte Capital
New York
$1.03M +$228K +4,825 +28%
HCM
1370
Hollencrest Capital Management
California
$1.03M +$21.4K +452 +2%
CPA
1371
Capital Planning Advisors
California
$1.02M +$60.7K +1,282 +6%
PWAP
1372
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M +$86.9K +1,836 +9%
BIM
1373
Baldwin Investment Management
Pennsylvania
$1.01M -$4.73K -100 -0.5%
NO
1374
Ninety One
South Africa
$1.01M +$1.01M +21,611 New
IAS
1375
IMA Advisory Services
Colorado
$1.01M -$84.7K -1,789 -8%
53 54
55
56 57