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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 %
KG
1501
Killen Group
Pennsylvania
$594K +$166K +3,428 +39%
WSCM
1502
Wellington Shields Capital Management
New York
$594K +$168K +3,475 +39%
CGL
1503
Clarius Group LLC
Washington
$593K +$10.8K +224 +2%
HCM
1504
Highbridge Capital Management
New York
$592K -$239K -4,932 -29%
Cetera Investment Advisers
1505
Cetera Investment Advisers
Illinois
$588K +$245K +5,031 +71%
CCM
1506
Cutler Capital Management
Massachusetts
$585K +$585K +12,100 New
IC
1507
InterOcean Capital
Illinois
$582K -$28.5K -590 -5%
FIM
1508
Fruth Investment Management
Texas
$581K – – –
BIM
1509
Barton Investment Management
Pennsylvania
$581K +$123K +2,551 +27%
CCC
1510
Chelsea Counsel Company
California
$578K – – –
FBT
1511
First Bankers Trust
Kentucky
$578K +$11.5K +237 +2%
VCM
1512
Violich Capital Management
California
$577K -$44.5K -920 -7%
CCT
1513
Country Club Trust
Missouri
$575K +$48K +994 +9%
LP
1514
LGL Partners
Pennsylvania
$574K +$162K +3,351 +39%
WCWM
1515
Willow Creek Wealth Management
California
$566K +$71.8K +1,485 +15%
GHAM
1516
Gilman Hill Asset Management
Connecticut
$565K +$10.9K +225 +2%
BC
1517
Banced Corp
Illinois
$563K +$9.57K +198 +2%
RBC
1518
Ronald Blue & Co
Georgia
$562K -$119K -2,464 -18%
IH
1519
IFC Holdings
Florida
$557K -$37.3K -771 -6%
SIG
1520
Stanford Investment Group
California
$557K +$29K +600 +5%
HHGA
1521
Halbert Hargrove Global Advisors
California
$556K -$99.1K -2,049 -15%
SAM
1522
Sunnymeath Asset Management
New Jersey
$549K +$549K +11,335 New
LCS
1523
Levin Capital Strategies
New York
$548K -$517K -10,700 -49%
IPC
1524
Independent Portfolio Consultants
Florida
$543K -$12.8K -264 -2%
CP
1525
Camelot Portfolios
Ohio
$543K +$543K +11,231 New
59 60
61
62 63