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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 %
HCM
1526
Hodges Capital Management
Texas
$565K +$42.6K +901 +8%
CBT
1527
Central Bank & Trust
Kentucky
$564K -$37.8K -799 -6%
BCP
1528
Berkeley Capital Partners
Georgia
$563K +$76K +1,605 +16%
Arrowstreet Capital
1529
Arrowstreet Capital
Massachusetts
$558K +$558K +11,800 New
SIG
1530
Stanford Investment Group
California
$555K +$9.47K +200 +2%
VCM
1531
Violich Capital Management
California
$550K -$14.2K -300 -3%
WCA
1532
Westover Capital Advisors
Delaware
$549K -$97K -2,050 -15%
CRC
1533
Curi RMB Capital
Illinois
$543K -$76.4K -1,614 -12%
MCWS
1534
McKinley Carter Wealth Services
West Virginia
$542K +$16.3K +345 +3%
WCWM
1535
Willow Creek Wealth Management
California
$539K -$15.1K -319 -3%
SFG
1536
SNS Financial Group
Minnesota
$536K +$94.9K +2,005 +22%
EWM
1537
Elite Wealth Management
Washington
$529K -$425K -8,984 -45%
VST
1538
Van Strum & Towne
California
$529K – – –
RIG
1539
Renaissance Investment Group
Massachusetts
$524K – – –
JFA
1540
JNBA Financial Advisors
Minnesota
$523K -$237K -5,000 -31%
TFO
1541
Tarbox Family Office
California
$519K -$615 -13 -0.1%
HHGA
1542
Halbert Hargrove Global Advisors
California
$518K -$25.8K -545 -5%
LP
1543
LGL Partners
Pennsylvania
$517K -$38.1K -815 -7%
SWA
1544
Sutton Wealth Advisors
Florida
$513K +$26.4K +557 +5%
IWA
1545
Intercontinental Wealth Advisors
Texas
$511K -$1.89K -40 -0.4%
RBC
1546
Ronald Blue & Co
Georgia
$508K -$41.3K -874 -8%
FPCP
1547
Fort Point Capital Partners
California
$508K +$119K +2,522 +31%
SMC
1548
Smith, Moore & Co
Missouri
$505K +$90.2K +1,906 +22%
KA
1549
Kovack Advisors
Florida
$501K +$58.6K +1,238 +13%
OCM
1550
Osterweis Capital Management
California
$500K – – –
60 61
62
63 64