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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 %
CSA
1376
Cottage Street Advisors
Massachusetts
$853K -$17.7K -400 -2%
CPA
1377
Court Place Advisors
Maryland
$852K +$318K +7,189 +60%
EP
1378
Edgestream Partners
New Jersey
$852K +$852K +19,241 New
HCA
1379
Harbour Capital Advisors
Virginia
$849K -$195K -4,399 -19%
GCM
1380
Glynn Capital Management
California
$849K – – –
EWM
1381
Edge Wealth Management
New York
$834K – – –
IB
1382
Intrust Bank
Kansas
$832K -$137K -3,098 -14%
VWM
1383
Vector Wealth Management
Minnesota
$830K -$2.83K -64 -0.3%
FUBT
1384
First United Bank & Trust
Maryland
$826K +$73.9K +1,670 +10%
FIM
1385
Freedom Investment Management
Connecticut
$825K +$118K +2,656 +17%
PTC
1386
Philadelphia Trust Company
Pennsylvania
$825K +$377K +8,526 +84%
Verition Fund Management
1387
Verition Fund Management
Connecticut
$825K +$825K +18,623 New
W
1388
Wealthfront
California
$822K -$461K -10,401 -36%
OPTFSNA
1389
Old Point Trust & Financial Services N A
Virginia
$822K -$34.2K -772 -4%
KA
1390
Kovack Advisors
Florida
$819K +$350K +7,905 +75%
MIC
1391
Meridian Investment Counsel
California
$816K +$26.6K +600 +3%
AIM
1392
Advantage Investment Management
Iowa
$816K +$111K +2,510 +16%
ARTA
1393
A.R.T. Advisors
New York
$814K -$774K -17,501 -49%
OC
1394
Oarsman Capital
Wisconsin
$814K -$192K -4,337 -19%
SFA
1395
Sequoia Financial Advisors
Ohio
$808K -$113K -2,545 -12%
GIA
1396
GHP Investment Advisors
Colorado
$806K -$531 -12 -0.1%
CCA
1397
Cobblestone Capital Advisors
New York
$806K +$45K +1,015 +6%
ROTUOC
1398
Regents of the University of California
California
$802K +$1.33K +30 +0.2%
BCM
1399
Bourgeon Capital Management
Connecticut
$801K +$461K +10,400 +135%
BFIC
1400
Bedell Frazier Investment Counselling
California
$800K -$4.14M -93,606 -84%
54 55
56
57 58