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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 %
BC
1526
Barnett & Company
Tennessee
$525K +$137K +3,094 +35%
WPW
1527
Waldron Private Wealth
Pennsylvania
$519K -$264K -5,956 -34%
WA
1528
WBH Advisory
Maryland
$518K +$155K +3,499 +43%
VCM
1529
Violich Capital Management
California
$515K – – –
BC
1530
Brinker Capital
Pennsylvania
$514K -$43.8K -990 -8%
PHK
1531
Point72 Hong Kong
Hong Kong
$514K +$514K +11,600 New
KP
1532
Keel Point
Alabama
$511K +$47.8K +1,079 +10%
SAM
1533
Shikiar Asset Management
New York
$509K -$386K -8,725 -43%
SFG
1534
SNS Financial Group
Minnesota
$506K +$4.43K +100 +0.9%
DAC
1535
Dividend Assets Capital
South Carolina
$504K -$256K -5,780 -34%
WCWM
1536
Willow Creek Wealth Management
California
$504K – – –
CFP
1537
Cornerstone Financial Partners
North Carolina
$501K +$290K +6,576 +137%
FPCG
1538
Fort Pitt Capital Group
Pennsylvania
$499K +$49.7K +1,122 +11%
VST
1539
Van Strum & Towne
California
$495K – – –
MHS
1540
M Holdings Securities
Oregon
$494K -$148K -3,332 -23%
WA
1541
Waverly Advisors
Alabama
$494K +$204K +4,621 +71%
SWA
1542
Sutton Wealth Advisors
Florida
$493K +$12.6K +284 +3%
RIM
1543
Regent Investment Management
Kentucky
$491K -$44.2K -1,000 -8%
B
1544
Bellecapital
Switzerland
$489K +$38.1K +887 +8%
TFO
1545
Tarbox Family Office
California
$487K +$886 +20 +0.2%
FIM
1546
Fruth Investment Management
Texas
$484K -$61.9K -1,400 -11%
IIC
1547
Ironwood Investment Counsel
Arizona
$478K +$167K +3,781 +54%
IWA
1548
Intercontinental Wealth Advisors
Texas
$475K -$3.05K -69 -0.6%
PFBT
1549
Parkside Financial Bank & Trust
Missouri
$472K +$5.27K +119 +1%
SMC
1550
Smith, Moore & Co
Missouri
$470K -$2.7K -61 -0.6%
60 61
62
63 64