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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 %
Koshinski Asset Management
1551
Koshinski Asset Management
Illinois
$495K +$31.7K +654 +7%
11A
1552
10-15 Associates
New York
$494K -$60.1K -1,243 -11%
MFW
1553
Mosaic Family Wealth
Missouri
$494K -$14.1K -291 -3%
CPIG
1554
Chicago Partners Investment Group
Illinois
$493K – – –
BBPWM
1555
Blue Bell Private Wealth Management
Pennsylvania
$488K +$150K +3,096 +44%
ACC
1556
Accident Compensation Corp
New Zealand
$484K -$1.09M -22,459 -69%
PL
1557
Plancorp LLC
Missouri
$484K -$439K -9,075 -48%
VIM
1558
Veritas Investment Management
United Kingdom
$482K – – –
ZIG
1559
Zuckerman Investment Group
Illinois
$481K -$15.3K -317 -3%
PTC
1560
Philadelphia Trust Company
Pennsylvania
$479K -$195K -4,025 -29%
AIM
1561
Artemis Investment Management
United Kingdom
$474K -$3.99M -82,500 -89%
BHC
1562
Bowen Hanes & Co
Florida
$474K -$67.7K -1,399 -12%
RA
1563
RFG Advisory
Alabama
$471K +$97.1K +2,008 +26%
EIM
1564
Emerson Investment Management
Massachusetts
$469K -$12.5K -259 -3%
IOOF
1565
Independent Order of Foresters
Ontario, Canada
$468K – – –
AIM
1566
Advantage Investment Management
Iowa
$466K +$52.9K +1,095 +13%
WAS
1567
Winch Advisory Services
Wisconsin
$464K +$532 +11 +0.1%
TSS
1568
Two Sigma Securities
New York
$464K +$464K +9,593 New
KP
1569
Keel Point
Alabama
$462K -$34.8K -719 -7%
MA
1570
Marshwinds Advisory
Georgia
$462K +$677 +14 +0.1%
PMFA
1571
Plante Moran Financial Advisors
Michigan
$460K -$46.9K -968 -9%
MVA
1572
Mount Vernon Associates
Maryland
$460K -$2.9K -60 -0.6%
SWM
1573
Stockman Wealth Management
Montana
$457K – – –
WIA
1574
Westbourne Investment Advisors
Maryland
$457K – – –
CPA
1575
Court Place Advisors
Maryland
$454K +$155K +3,215 +52%
61 62
63
64 65