WFC icon

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 %
TAM
1451
Timucuan Asset Management
Florida
$693K – – –
KTC
1452
Kistler-Tiffany Companies
Pennsylvania
$686K +$10.4K +235 +2%
GWS
1453
Glassman Wealth Services
Virginia
$686K +$51.1K +1,154 +8%
HI
1454
Horizon Investments
North Carolina
$686K +$494K +11,148 +257%
NC
1455
Nokomis Capital
Texas
$682K +$682K +15,400 New
WPP
1456
Whalerock Point Partners
Rhode Island
$682K +$682K +15,415 New
CK
1457
Cohen Klingenstein
New York
$673K – – –
Cetera Investment Advisers
1458
Cetera Investment Advisers
Illinois
$668K +$22.4K +505 +3%
SA
1459
Strategic Advisors
New York
$667K -$2.34M -52,895 -78%
CCMG
1460
Clark Capital Management Group
Pennsylvania
$666K -$123K -2,775 -16%
KFS
1461
Kurt F. Somerville
$659K – – –
PWP
1462
Private Wealth Partners
California
$656K -$124K -2,800 -16%
JWM
1463
Jacobus Wealth Management
Wisconsin
$655K – – –
S
1464
SignatureFD
Georgia
$649K +$82.7K +1,866 +15%
JFA
1465
JNBA Financial Advisors
Minnesota
$649K +$160K +3,611 +33%
JCM
1466
Jacobi Capital Management
Pennsylvania
$646K -$4.37K -100 -0.7%
OC
1467
Oakworth Capital
Alabama
$645K -$1.86K -42 -0.3%
DAM
1468
Doheny Asset Management
California
$642K -$812K -18,357 -56%
JC
1469
Jacobs & Co
California
$642K -$4.33K -98 -0.7%
CA
1470
Cornerstone Advisory
Maryland
$642K +$2.21K +50 +0.3%
HCM
1471
Hilton Capital Management
New York
$642K +$642K +14,496 New
VCAM
1472
Van Cleef Asset Management
Ohio
$637K – – –
IOOF
1473
Independent Order of Foresters
Ontario, Canada
$633K +$205K +4,620 +48%
FNBTCON
1474
First National Bank & Trust Co of Newtown
Pennsylvania
$632K -$13.6K -308 -2%
MJP
1475
Michael J. Puzo
$629K -$22.1K -500 -3%
57 58
59
60 61