WFC icon

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 %
JWM
1476
Jacobus Wealth Management
Wisconsin
$700K -$253K -5,346 -27%
MJP
1477
Michael J. Puzo
$697K – – –
JFA
1478
Johanson Financial Advisors
California
$696K +$30.2K +639 +5%
JCM
1479
Jacobi Capital Management
Pennsylvania
$694K +$694K +14,872 New
JC
1480
Jacobs & Co
California
$691K -$118K -2,498 -15%
Cetera Investment Advisers
1481
Cetera Investment Advisers
Illinois
$691K +$118K +2,492 +21%
MHS
1482
M Holdings Securities
Oregon
$686K -$503K -10,628 -42%
PCM
1483
Palisade Capital Management
New Jersey
$686K – – –
CA
1484
Cornerstone Advisory
Maryland
$684K +$7.43K +157 +1%
RP
1485
Riverbridge Partners
Minnesota
$682K +$50.2K +1,060 +8%
VCAM
1486
Van Cleef Asset Management
Ohio
$681K – – –
EIA
1487
Edgemoor Investment Advisors
Maryland
$681K +$47.4K +1,000 +7%
GWS
1488
Glassman Wealth Services
Virginia
$678K +$373K +7,885 +122%
BC
1489
Banced Corp
Illinois
$676K +$78.1K +1,522 +13%
PFS
1490
Physicians Financial Services
North Carolina
$671K +$21.1K +445 +3%
WDL
1491
Well Done LLC
Michigan
$670K -$47.3K -1,000 -7%
EAM
1492
Evanson Asset Management
California
$669K +$166K +3,512 +33%
NAM
1493
Needelman Asset Management
California
$662K – – –
RMCM
1494
Reynders McVeigh Capital Management
Massachusetts
$659K -$199K -4,209 -23%
MCM
1495
Mengis Capital Management
Oregon
$657K +$1.42K +30 +0.2%
HW
1496
Hedeker Wealth
Illinois
$656K -$1.84M -38,834 -74%
FAM
1497
Formidable Asset Management
Ohio
$649K +$7.24K +149 +1%
SIM
1498
SSI Investment Management
California
$647K +$14.3K +303 +2%
CCC
1499
Chelsea Counsel Company
California
$646K +$80.5K +1,700 +14%
BCM
1500
Brookstone Capital Management
Illinois
$646K +$213K +4,510 +49%
58 59
60
61 62