WFC icon

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 %
PFBT
1551
Parkside Financial Bank & Trust
Missouri
$499K -$16.3K -344 -3%
B
1552
Bellecapital
Switzerland
$497K +$497K +10,495 New
WSCM
1553
Wellington Shields Capital Management
New York
$496K -$85.2K -1,800 -15%
OIA
1554
Optimum Investment Advisors
Illinois
$496K -$20.3K -429 -4%
MA
1555
MCF Advisors
Kentucky
$495K +$3.79K +80 +0.8%
KP
1556
Keel Point
Alabama
$495K +$42.8K +905 +9%
JSAM
1557
J. Safra Asset Management
New York
$494K -$1.59M -33,501 -76%
FA
1558
Fagan Associates
New York
$494K +$91.2K +1,927 +23%
SWK
1559
Stephen W. Kidder
$490K – – –
ADL
1560
Asset Dedication LLC
California
$486K -$5.04K -105 -1%
CPIG
1561
Chicago Partners Investment Group
Illinois
$483K – – –
FPCG
1562
Fort Pitt Capital Group
Pennsylvania
$480K +$74.7K +1,578 +18%
PTC
1563
Philadelphia Trust Company
Pennsylvania
$479K +$10.7K +225 +2%
TYCC
1564
Texas Yale Capital Corp
Florida
$476K -$23.9K -506 -5%
BHC
1565
Bowen Hanes & Co
Florida
$476K +$11.8K +250 +3%
JCM
1566
Janney Capital Management
Pennsylvania
$476K +$41.2K +870 +9%
AFP
1567
Ausdal Financial Partners
Iowa
$476K +$49.1K +1,037 +11%
EM
1568
Excalibur Management
Massachusetts
$476K +$95.1K +2,010 +25%
CICI
1569
Capital Investment Counsel Inc
North Carolina
$473K +$61.9K +1,310 +15%
ZIG
1570
Zuckerman Investment Group
Illinois
$471K – – –
WIA
1571
Westbourne Investment Advisors
Maryland
$471K +$23.7K +500 +5%
NFGCM
1572
Norman Fields Gottscho Capital Management
New York
$469K +$469K +9,913 New
PMFA
1573
Plante Moran Financial Advisors
Michigan
$467K +$16.9K +356 +4%
Members Trust
1574
Members Trust
Florida
$467K +$467K +9,877 New
RA
1575
RFG Advisory
Alabama
$460K -$1.14K -24 -0.2%
61 62
63
64 65