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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 %
HA
1451
Hamel Associates
New Jersey
$742K +$23K +475 +3%
CK
1452
Cohen Klingenstein
New York
$735K – – –
PFS
1453
Prospera Financial Services
Texas
$735K +$7.25K +149 +1%
MIAN
1454
Mariner Independent Advisor Network
Kansas
$734K -$1.06M -21,844 -59%
WDL
1455
Well Done LLC
Michigan
$734K -$12.9K -266 -2%
WA
1456
WFG Advisors
Texas
$733K -$93.1K -1,924 -11%
NBC
1457
Neuberger Berman Canada
Ontario, Canada
$731K +$17K +351 +2%
KTC
1458
Kistler-Tiffany Companies
Pennsylvania
$728K +$24.3K +502 +3%
SIG
1459
Schooner Investment Group
Pennsylvania
$727K – – –
QOP
1460
Quinn Opportunity Partners
Virginia
$725K – – –
FNBTCON
1461
First National Bank & Trust Co of Newtown
Pennsylvania
$724K +$131K +2,700 +22%
KFS
1462
Kurt F. Somerville
$720K -$283K -5,850 -28%
MJP
1463
Michael J. Puzo
$711K – – –
GD
1464
Grandfield & Dodd
New York
$710K +$119K +2,466 +20%
HMC
1465
Harvard Management Company
Massachusetts
$705K – – –
OC
1466
Oakworth Capital
Alabama
$705K +$78.8K +1,630 +13%
PCM
1467
Palisade Capital Management
New Jersey
$701K -$6.38K -132 -0.9%
VCAM
1468
Van Cleef Asset Management
Ohio
$696K – – –
PNAA
1469
Pictet North America Advisors
Switzerland
$695K +$695K +14,370 New
CA
1470
Cornerstone Advisory
Maryland
$692K -$3.19K -66 -0.5%
WA
1471
Wealth Architects
California
$689K -$83K -1,715 -11%
SCA
1472
Salient Capital Advisors
Texas
$687K +$175K +3,612 +34%
FPFS
1473
First Personal Financial Services
North Carolina
$686K +$46.2K +957 +7%
SMH
1474
Sanders Morris Harris
Texas
$685K +$685K +14,338 New
JFA
1475
Johanson Financial Advisors
California
$683K +$29.7K +612 +5%
57 58
59
60 61