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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 %
CCMG
1426
Clark Capital Management Group
Pennsylvania
$843K -$8.09M -170,931 -91%
LJAC
1427
L.J. Altfest & Co
New York
$841K +$47 +1 +0%
BCMO
1428
Buckingham Capital Management (Ohio)
Ohio
$840K -$33.4K -705 -4%
AAM
1429
Augustine Asset Management
Florida
$839K +$839K +17,733 New
CBN
1430
Cadence Bank NA
Texas
$838K -$875K -18,480 -51%
WPW
1431
Waldron Private Wealth
Pennsylvania
$837K -$602K -12,715 -42%
CAL
1432
Capital Analysts LLC
Pennsylvania
$835K -$184K -3,887 -18%
PWP
1433
Private Wealth Partners
California
$833K -$9.46K -200 -1%
WC
1434
Whitnell & Co
Illinois
$830K +$142 +3 +0%
FCCM
1435
First City Capital Management
Georgia
$827K -$2.7K -57 -0.3%
BFC
1436
Blue Fin Capital
Rhode Island
$827K – – –
WCM
1437
Washington Capital Management
Washington
$826K – – –
PVWM
1438
Point View Wealth Management
New Jersey
$826K +$9.47K +200 +1%
GLI
1439
Guardian Life Insurance
New York
$820K +$6.25K +132 +0.8%
AIA
1440
AIMZ Investment Advisors
California
$813K -$815K -17,220 -50%
DAC
1441
Dividend Assets Capital
South Carolina
$813K – – –
CCA
1442
Cobblestone Capital Advisors
New York
$813K +$21K +443 +3%
BWM
1443
Bernicke Wealth Management
Wisconsin
$810K +$5.97K +126 +0.7%
TWI
1444
Thomas White International
Illinois
$807K -$521K -11,009 -39%
FUBT
1445
First United Bank & Trust
Maryland
$804K +$804K +16,985 New
C
1446
CFO4Life
Texas
$795K -$79.7K -1,683 -9%
CAAS
1447
Capital Asset Advisory Services
Michigan
$793K +$16.6K +350 +2%
MFW
1448
Mosaic Family Wealth
Missouri
$790K +$306K +6,448 +63%
SWM
1449
Stockman Wealth Management
Montana
$780K +$332K +7,021 +74%
NSIM
1450
North Star Investment Management
Illinois
$779K -$25.3K -534 -3%
56 57
58
59 60