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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 %
PFC
1451
Phocas Financial Corp
California
$779K -$6.16K -130 -0.8%
IH
1452
IFC Holdings
Florida
$774K +$232K +4,920 +43%
HWA
1453
Heritage Wealth Advisors
Virginia
$758K +$367K +7,790 +94%
FIM
1454
Freedom Investment Management
Connecticut
$757K +$254K +5,365 +51%
CF
1455
CenterStar Fund
Illinois
$755K -$4.9M – –
BAM
1456
Barrett Asset Management
New York
$753K -$18.9K -400 -2%
AIM
1457
Advantage Investment Management
Iowa
$753K +$297K +6,278 +65%
WCM
1458
Windsor Capital Management
Arizona
$751K -$17.8K -377 -2%
SAM
1459
Shamrock Asset Management
Texas
$745K +$97.3K +2,063 +15%
CWA
1460
Cypress Wealth Advisors
California
$743K +$4.4K +93 +0.6%
TAM
1461
Timucuan Asset Management
Florida
$741K – – –
OC
1462
Oakworth Capital
Alabama
$741K +$2.03K +40 +0.3%
FNBTCON
1463
First National Bank & Trust Co of Newtown
Pennsylvania
$740K -$19.4K -383 -3%
WCBA
1464
Weaver C. Barksdale & Associates
Tennessee
$739K – – –
WG
1465
Welch Group
Alabama
$735K -$74.4K -1,572 -9%
PL
1466
Plancorp LLC
Missouri
$727K +$253K +5,350 +54%
KTC
1467
Kistler-Tiffany Companies
Pennsylvania
$723K +$10.2K +215 +1%
GD
1468
Grandfield & Dodd
New York
$723K +$28.9K +611 +4%
SCA
1469
Salient Capital Advisors
Texas
$720K +$48K +1,015 +7%
CK
1470
Cohen Klingenstein
New York
$719K – – –
PIC
1471
PCJ Investment Counsel
Ontario, Canada
$710K -$805K -17,000 -53%
LJHT
1472
Laurie J. Hall Trustee
$710K – – –
QOP
1473
Quinn Opportunity Partners
Virginia
$710K – – –
SIG
1474
Schooner Investment Group
Pennsylvania
$705K – – –
KFS
1475
Kurt F. Somerville
$705K – – –
57 58
59
60 61