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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 %
WC
1376
Woodstock Corp
Massachusetts
$1.01M – – –
WAM
1377
Wealthspire Advisors (Maryland)
Maryland
$1.01M -$19.9K -420 -2%
CAM
1378
CMT Asset Management
Illinois
$1.01M -$6.82K -144 -0.7%
H
1379
Hexavest
Quebec, Canada
$1.01M – – –
SGA
1380
Strategic Global Advisors
California
$1M -$186K -3,920 -16%
HB
1381
Homrich & Berg
Georgia
$1M +$2.65K +56 +0.3%
TIA
1382
Tiemann Investment Advisors
California
$1M +$4.88K +103 +0.5%
TWA
1383
TCI Wealth Advisors
Arizona
$1M -$54.1K -1,144 -5%
WPC
1384
White Pine Capital
Minnesota
$996K -$17.5K -370 -2%
QCG
1385
Quadrant Capital Group
Ohio
$996K -$3.83K -82 -0.4%
SFA
1386
Sequoia Financial Advisors
Ohio
$984K +$240K +5,063 +32%
LOAMS
1387
Lombard Odier Asset Management (Switzerland)
Switzerland
$983K -$149K -3,143 -13%
NG
1388
Northstar Group
New York
$962K -$23.5K -495 -2%
MGIA
1389
Moneta Group Investment Advisors
Missouri
$962K +$149K +3,145 +18%
SAM
1390
Shikiar Asset Management
New York
$957K -$23.7K -500 -2%
JWA
1391
JFS Wealth Advisors
Pennsylvania
$956K +$609K +12,873 +176%
PCM
1392
Pointe Capital Management
Michigan
$952K -$33.2K -701 -3%
NBC
1393
Neuberger Berman Canada
Ontario, Canada
$951K +$235K +4,967 +33%
BC
1394
Burney Company
Virginia
$949K -$178K -3,750 -16%
TFA
1395
Transamerica Financial Advisors
Florida
$947K -$126K -2,670 -12%
MCM
1396
Millie Capital Management
California
$939K +$195K +4,110 +26%
VAM
1397
Visium Asset Management
New York
$937K +$937K +19,796 New
PFS
1398
Prospera Financial Services
Texas
$935K +$221K +4,668 +31%
CSA
1399
Cottage Street Advisors
Massachusetts
$931K -$47.3K -1,000 -5%
WEC
1400
Winslow Evans & Crocker
Massachusetts
$929K +$164K +3,465 +21%
54 55
56
57 58