WFC icon

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 %
BA
1376
Birinyi Associates
Connecticut
$943K +$12.1K +250 +1%
IIM
1377
Intact Investment Management
Quebec, Canada
$928K -$131K -2,700 -12%
GCM
1378
Grisanti Capital Management
New York
$928K +$928K +19,190 New
VWM
1379
Vector Wealth Management
Minnesota
$927K -$967 -20 -0.1%
PWM
1380
Perigon Wealth Management
California
$925K – – –
BFEC
1381
Benjamin F. Edwards & Company
Missouri
$914K +$149K +3,085 +20%
WA
1382
WealthTrust Axiom
Pennsylvania
$913K +$290 +6 +0%
DAM
1383
Doheny Asset Management
California
$906K – – –
SAMC
1384
Shinko Asset Management Company
Japan
$904K -$78.8K -1,630 -8%
C
1385
CFO4Life
Texas
$894K -$206K -4,250 -19%
BCMO
1386
Buckingham Capital Management (Ohio)
Ohio
$893K -$8.47K -175 -0.9%
LWAC
1387
Laurel Wealth Advisors (California)
California
$891K -$147K -3,036 -14%
CCM
1388
Condor Capital Management
New Jersey
$891K +$88.4K +1,828 +11%
NSAM
1389
North Star Asset Management
Wisconsin
$889K -$2.42K -50 -0.3%
PAS
1390
Partnervest Advisory Services
California
$888K +$264K +5,466 +42%
EWM
1391
Edge Wealth Management
New York
$880K -$5.32K -110 -0.6%
RMCM
1392
Reynders McVeigh Capital Management
Massachusetts
$877K +$428K +8,850 +95%
VIA
1393
Vantage Investment Advisors
Pennsylvania
$877K +$576K +12,002 +191%
ROTUOC
1394
Regents of the University of California
California
$876K – – –
AIM
1395
Aspen Investment Management
Michigan
$875K -$3.58K -74 -0.4%
DTL
1396
Dynamic Technology Lab
Singapore
$873K +$873K +18,062 New
BIC
1397
Beach Investment Counsel
Pennsylvania
$868K – – –
BCM
1398
Becker Capital Management
Oregon
$864K +$47.1K +975 +6%
FNB
1399
Farmers National Bank
Kentucky
$864K +$303K +6,262 +54%
MIC
1400
Meridian Investment Counsel
California
$862K -$29K -600 -3%
54 55
56
57 58