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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 %
DDPIC
1501
Deroy & Devereaux Private Investment Counsel
Michigan
$640K – – –
WA
1502
Wealth Architects
California
$631K -$42.6K -900 -6%
ZB
1503
Zions Bancorporation
Utah
$630K -$29.7K -625 -5%
BCM
1504
Boyle Capital Management
Iowa
$628K – – –
IC
1505
InterOcean Capital
Illinois
$617K +$47.2K +997 +8%
Koshinski Asset Management
1506
Koshinski Asset Management
Illinois
$615K +$131K +2,761 +27%
HIC
1507
Hartline Investment Corp
Illinois
$612K +$10.5K +221 +2%
NAM
1508
NTV Asset Management
West Virginia
$611K +$23.6K +500 +4%
FCIM
1509
Fairview Capital Investment Management
California
$610K – – –
CFA
1510
Capstone Financial Advisors
Illinois
$610K +$400K +8,450 +191%
HPBT
1511
High Point Bank & Trust
North Carolina
$607K – – –
LCS
1512
Levin Capital Strategies
New York
$607K +$71K +1,500 +13%
NA
1513
NewEdge Advisors
Louisiana
$606K +$606K +12,880 New
S
1514
SignatureFD
Georgia
$605K -$2.13K -45 -0.4%
WMG
1515
WESCAP Management Group
California
$604K -$206K -4,351 -25%
CCM
1516
Compass Capital Management
Minnesota
$600K -$66.5K -1,405 -10%
BC
1517
Brinker Capital
Pennsylvania
$597K -$28.4K -600 -5%
SOAMC
1518
Spirit of America Management Corp
New York
$594K -$172K -3,630 -22%
CGL
1519
Clarius Group LLC
Washington
$591K +$10.1K +214 +2%
FIM
1520
Fruth Investment Management
Texas
$584K +$15.8K +335 +3%
RIM
1521
Regent Investment Management
Kentucky
$573K +$59.2K +1,250 +12%
CPA
1522
Court Place Advisors
Maryland
$571K +$126K +2,670 +28%
CG
1523
Cutler Group
California
$567K +$197K +4,164 +53%
SAM
1524
Summit Asset Management
Tennessee
$566K +$73.1K +1,544 +15%
FP
1525
FDO Partners
Massachusetts
$566K +$566K +11,963 New
59 60
61
62 63