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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 %
CCM
1401
Condor Capital Management
New Jersey
$797K -$9.13K -206 -1%
AIM
1402
Aspen Investment Management
Michigan
$796K -$5.54K -125 -0.7%
BIC
1403
Beach Investment Counsel
Pennsylvania
$794K -$44 -1 -0%
SLG
1404
Stanley-Laman Group
Pennsylvania
$790K -$812K -18,320 -51%
IWM
1405
Integrated Wealth Management
California
$790K -$224K -5,060 -22%
AJ
1406
Ashburton (Jersey)
Jersey
$785K -$781K -17,640 -50%
AAM
1407
Augustine Asset Management
Florida
$785K – – –
CICI
1408
Capital Investment Counsel Inc
North Carolina
$785K +$342K +7,725 +77%
LJAC
1409
L.J. Altfest & Co
New York
$782K -$4.61K -104 -0.6%
SAMC
1410
Shinko Asset Management Company
Japan
$781K -$35.6K -805 -4%
SAM
1411
Shamrock Asset Management
Texas
$781K +$81.8K +1,847 +12%
WA
1412
WealthTrust Axiom
Pennsylvania
$778K -$56K -1,265 -7%
FCCM
1413
First City Capital Management
Georgia
$775K +$1.02K +23 +0.1%
WCM
1414
Washington Capital Management
Washington
$773K – – –
PVWM
1415
Point View Wealth Management
New Jersey
$773K +$89 +2 +0%
WG
1416
Welch Group
Alabama
$773K +$85.2K +1,924 +12%
C
1417
CFO4Life
Texas
$772K +$28K +631 +4%
TA
1418
Tiedemann Advisors
New York
$772K +$772K +16,933 New
CCT
1419
Country Club Trust
Missouri
$771K -$519K -11,716 -40%
ACN
1420
Advisor Consultant Network
Ohio
$771K +$771K +17,393 New
IAMOG
1421
Investors Asset Management of Georgia
Georgia
$769K -$79.7K -1,800 -9%
CWA
1422
Cypress Wealth Advisors
California
$768K +$73K +1,648 +10%
ST
1423
Sageworth Trust
Pennsylvania
$766K +$766K +17,291 New
GLI
1424
Guardian Life Insurance
New York
$765K -$2.04K -46 -0.3%
IIM
1425
Ipswich Investment Management
Massachusetts
$761K -$666K -15,026 -47%
55 56
57
58 59