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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 %
PAS
1401
Partnervest Advisory Services
California
$925K +$56K +1,184 +6%
TNAM
1402
Terra Nova Asset Management
New York
$924K -$608K -12,845 -40%
OPTFSNA
1403
Old Point Trust & Financial Services N A
Virginia
$915K -$22.8K -481 -2%
KIA
1404
Kopp Investment Advisors
Minnesota
$913K -$25.1K -530 -3%
BA
1405
Birinyi Associates
Connecticut
$911K -$11.8K -250 -1%
VFS
1406
VSR Financial Services
Kansas
$908K -$5.24M -110,619 -85%
IAMOG
1407
Investors Asset Management of Georgia
Georgia
$908K -$18.9K -400 -2%
GCM
1408
Glynn Capital Management
California
$907K -$198K -4,175 -18%
LBC
1409
Lawrence B. Cohen
$905K +$307K +6,485 +51%
TC
1410
Telemus Capital
Michigan
$903K +$71.5K +1,510 +9%
LWA
1411
Lebenthal Wealth Advisors
New York
$900K +$900K +19,007 New
WA
1412
WealthTrust Axiom
Pennsylvania
$892K -$2.04K -43 -0.2%
VWM
1413
Vector Wealth Management
Minnesota
$890K -$17K -359 -2%
BFEC
1414
Benjamin F. Edwards & Company
Missouri
$890K -$4.78K -101 -0.5%
EWM
1415
Edge Wealth Management
New York
$888K +$29.5K +625 +3%
ANTB
1416
AMG National Trust Bank
Colorado
$887K +$74.1K +1,566 +9%
SAMC
1417
Shinko Asset Management Company
Japan
$873K -$12K -253 -1%
GIA
1418
GHP Investment Advisors
Colorado
$862K +$93.5K +1,975 +12%
CCM
1419
Condor Capital Management
New Jersey
$861K -$11.1K -235 -1%
AIM
1420
Aspen Investment Management
Michigan
$857K – – –
ROTUOC
1421
Regents of the University of California
California
$856K -$1.42K -30 -0.2%
BIC
1422
Beach Investment Counsel
Pennsylvania
$849K -$899 -19 -0.1%
DAS
1423
Dynamic Advisor Solutions
Arizona
$847K +$9.14K +193 +1%
FPCM
1424
Financial Partners Capital Management
New York
$845K +$17.6K +372 +2%
MIC
1425
Meridian Investment Counsel
California
$844K – – –
55 56
57
58 59