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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 %
VST
1526
Van Strum & Towne
California
$541K – – –
MCWS
1527
McKinley Carter Wealth Services
West Virginia
$537K +$89.3K +1,847 +20%
RIG
1528
Renaissance Investment Group
Massachusetts
$536K -$2.66K -55 -0.5%
HTHT
1529
Hemenway Trust Hemenway Trust
New Hampshire
$535K +$16.9K +350 +3%
HCM
1530
Hodges Capital Management
Texas
$534K +$19.4K +402 +4%
SRCM
1531
Sterling Ridge Capital Management
New York
$534K +$534K +11,040 New
TFO
1532
Tarbox Family Office
California
$531K +$1.02K +21 +0.2%
OIA
1533
Optimum Investment Advisors
Illinois
$527K -$99.1K -2,051 -16%
PFBT
1534
Parkside Financial Bank & Trust
Missouri
$526K +$53.6K +1,109 +11%
RIM
1535
Regent Investment Management
Kentucky
$525K +$56.6K +1,170 +12%
IWA
1536
Intercontinental Wealth Advisors
Texas
$524K -$8.6K -178 -2%
AAM
1537
Aureus Asset Management
Massachusetts
$519K +$74K +1,531 +17%
CAW
1538
Cornerstone Advisors (Washington)
Washington
$515K +$37.5K +775 +8%
FIM
1539
Freedom Investment Management
Connecticut
$514K -$436 -9 -0.1%
EAM
1540
Evanson Asset Management
California
$514K +$2.95K +61 +0.6%
TYCC
1541
Texas Yale Capital Corp
Florida
$511K – – –
OCM
1542
Osterweis Capital Management
California
$511K – – –
KL
1543
Kinsight LLC
Alabama
$510K +$255K +4,967 +100%
SS
1544
Simplicity Solutions
Minnesota
$508K -$2.1M -43,513 -81%
SAM
1545
Summit Asset Management
Tennessee
$504K +$10.9K +225 +2%
MA
1546
MCF Advisors
Kentucky
$502K +$185K +3,831 +58%
SWK
1547
Stephen W. Kidder
$501K +$100K +2,073 +25%
BCP
1548
Berkeley Capital Partners
Georgia
$498K +$91.5K +1,890 +23%
SWA
1549
Sutton Wealth Advisors
Florida
$497K +$497K +10,287 New
ADL
1550
Asset Dedication LLC
California
$495K -$127K -2,635 -20%
60 61
62
63 64