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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 %
PWP
1401
Private Wealth Partners
California
$861K +$62.9K +1,300 +8%
LJAC
1402
L.J. Altfest & Co
New York
$859K +$48 +1 +0%
DAS
1403
Dynamic Advisor Solutions
Arizona
$856K +$44.3K +916 +5%
ACM
1404
Argentus Capital Management
Texas
$855K -$1.23M -25,350 -59%
YP
1405
Yellowstone Partners
Idaho
$849K +$186K +3,843 +28%
TC
1406
Telemus Capital
Michigan
$849K +$849K +17,563 New
WC
1407
Whitnell & Co
Illinois
$848K +$21.1K +437 +3%
FCCM
1408
First City Capital Management
Georgia
$848K -$68.6K -1,418 -7%
RIL
1409
Rothschild Investment LLC
Illinois
$846K -$303K -6,262 -26%
BFC
1410
Blue Fin Capital
Rhode Island
$845K -$122K -2,520 -13%
FPCM
1411
Financial Partners Capital Management
New York
$845K -$10.4K -216 -1%
FHC
1412
First Heartland Consultants
Missouri
$845K +$34.9K +722 +4%
WCM
1413
Washington Capital Management
Washington
$844K – – –
PVWM
1414
Point View Wealth Management
New Jersey
$834K +$15.4K +318 +2%
LA
1415
LVW Advisors
New York
$832K -$106K -2,192 -11%
GLI
1416
Guardian Life Insurance
New York
$831K -$235K -4,866 -22%
ANTB
1417
AMG National Trust Bank
Colorado
$831K -$871 -18 -0.1%
DAC
1418
Dividend Assets Capital
South Carolina
$830K +$15.3K +316 +2%
MGIA
1419
Moneta Group Investment Advisors
Missouri
$830K +$294K +6,080 +55%
WMG
1420
WESCAP Management Group
California
$827K -$59.2K -1,225 -7%
WG
1421
Welch Group
Alabama
$827K -$1.26K -26 -0.2%
JC
1422
Jacobs & Co
California
$827K +$24.3K +502 +3%
NSIM
1423
North Star Investment Management
Illinois
$822K +$31.5K +652 +4%
BWM
1424
Bernicke Wealth Management
Wisconsin
$821K +$43.3K +896 +6%
FC
1425
Forte Capital
New York
$820K -$46.9K -970 -5%
55 56
57
58 59