WFC icon

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 %
EP
1426
Edgestream Partners
New Jersey
$812K +$450K +9,310 +124%
CCA
1427
Cobblestone Capital Advisors
New York
$809K +$31.4K +650 +4%
PFC
1428
Phocas Financial Corp
California
$802K +$802K +16,581 New
ECM
1429
Ensemble Capital Management
California
$795K -$121K -2,500 -13%
CAAS
1430
Capital Asset Advisory Services
Michigan
$793K +$32.1K +665 +4%
BAM
1431
Barrett Asset Management
New York
$789K -$145K -3,000 -16%
WCM
1432
Windsor Capital Management
Arizona
$786K +$1.11K +23 +0.1%
GIA
1433
GHP Investment Advisors
Colorado
$785K -$78.3K -1,620 -9%
IC
1434
IKOS CIF
Cyprus
$784K +$784K +16,988 New
SOAMC
1435
Spirit of America Management Corp
New York
$783K – – –
WEC
1436
Winslow Evans & Crocker
Massachusetts
$782K +$32.1K +663 +4%
BCM
1437
Bourgeon Capital Management
Connecticut
$778K +$387K +8,000 +99%
BOS
1438
Bank of Stockton
California
$778K +$536K +11,087 +222%
JFA
1439
JNBA Financial Advisors
Minnesota
$776K – – –
HF
1440
Hoxton Financial
West Virginia
$767K -$31.7K -656 -4%
CK
1441
Carnick & Kubik
Colorado
$762K +$16.9K +350 +2%
MCM
1442
Millie Capital Management
California
$761K +$23.9K +494 +3%
SFA
1443
Sequoia Financial Advisors
Ohio
$761K +$290K +5,986 +61%
TAM
1444
Timucuan Asset Management
Florida
$757K – – –
WCBA
1445
Weaver C. Barksdale & Associates
Tennessee
$755K -$2.32K -48 -0.3%
CWA
1446
Cypress Wealth Advisors
California
$755K +$212K +4,388 +39%
MIC
1447
MU Investments Company
Japan
$751K -$17K -350 -2%
LJHT
1448
Laurie J. Hall Trustee
$748K +$5.07K +100 +0.7%
FANJ
1449
Financial Architects (New Jersey)
New Jersey
$744K -$10.3K -213 -1%
WPP
1450
Whalerock Point Partners
Rhode Island
$742K -$128K -2,660 -15%
56 57
58
59 60