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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 %
CCM
1501
Cutler Capital Management
Massachusetts
$580K +$44.3K +1,000 +8%
MC
1502
Menta Capital
California
$580K +$580K +13,100 New
ACC
1503
Accident Compensation Corp
New Zealand
$576K +$576K +13,000 New
HIC
1504
Hartline Investment Corp
Illinois
$573K – – –
NAM
1505
NTV Asset Management
West Virginia
$572K – – –
FCIM
1506
Fairview Capital Investment Management
California
$571K – – –
HPBT
1507
High Point Bank & Trust
North Carolina
$571K +$3.46K +78 +0.6%
BCM
1508
Boyle Capital Management
Iowa
$569K -$18.4K -415 -3%
WA
1509
Wealth Architects
California
$568K -$22.1K -500 -4%
TNAM
1510
Terra Nova Asset Management
New York
$564K -$301K -6,796 -35%
CCM
1511
Compass Capital Management
Minnesota
$561K – – –
AIM
1512
Assured Investment Management
New York
$560K -$1.22M -27,539 -69%
CFA
1513
Capstone Financial Advisors
Illinois
$557K -$14K -316 -2%
SCA
1514
Salient Capital Advisors
Texas
$549K -$125K -2,823 -19%
WC
1515
Whitnell & Co
Illinois
$548K -$228K -5,158 -29%
SAM
1516
Summit Asset Management
Tennessee
$544K +$14K +317 +3%
SG
1517
StoneX Group
New York
$544K +$544K +12,294 New
CBT
1518
Central Bank & Trust
Kentucky
$543K +$15.3K +346 +3%
TRCT
1519
Tower Research Capital (TRC)
New York
$541K -$2.77M -62,533 -84%
TWI
1520
Thomas White International
Illinois
$540K -$215K -4,856 -28%
CGL
1521
Clarius Group LLC
Washington
$538K -$14.9K -337 -3%
GXMC
1522
Global X Management Company
New York
$536K +$434K +9,794 +426%
ZCA
1523
Zeke Capital Advisors
Pennsylvania
$533K +$533K +11,704 New
Koshinski Asset Management
1524
Koshinski Asset Management
Illinois
$532K -$43.4K -979 -8%
FA
1525
Fagan Associates
New York
$528K +$65.8K +1,487 +14%
59 60
61
62 63