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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 %
KA
1576
Kovack Advisors
Florida
$452K -$14.5K -299 -3%
SFG
1577
SNS Financial Group
Minnesota
$451K -$23.2K -479 -5%
TFF
1578
The Family Firm
Maryland
$450K -$17.4K -359 -4%
Ninety One (UK)
1579
Ninety One (UK)
United Kingdom
$445K -$6.8M -140,642 -94%
JCM
1580
Janney Capital Management
Pennsylvania
$444K -$184K -3,805 -29%
BCM
1581
Brookstone Capital Management
Illinois
$443K -$196K -4,039 -31%
William Blair Investment Management
1582
William Blair Investment Management
Illinois
$441K -$774 -16 -0.2%
OAM
1583
Occidental Asset Management
California
$440K – – –
SAS
1584
Spectrum Advisory Services
Georgia
$439K – – –
AB
1585
Atlas Brown
Kentucky
$438K +$35.8K +740 +9%
IAA
1586
Ironsides Asset Advisors
North Carolina
$437K +$246K +5,090 +129%
AFP
1587
Ausdal Financial Partners
Iowa
$436K +$87.3K +1,805 +25%
WHRC
1588
W.H. Reaves & Co
New Jersey
$435K – – –
GWCM
1589
Godshalk Welsh Capital Management
Pennsylvania
$435K – – –
IIC
1590
Ironwood Investment Counsel
Arizona
$429K +$87.4K +1,810 +26%
GKWIM
1591
Gerber Kawasaki Wealth & Investment Management
California
$428K -$737K -15,259 -63%
EC
1592
Eachwin Capital
New York
$424K -$1.75M -36,108 -80%
BC
1593
Barnett & Company
Tennessee
$424K -$35.6K -736 -8%
TT
1594
Tiedemann Trust
Delaware
$424K +$72.5K +1,500 +21%
SMC
1595
Smith, Moore & Co
Missouri
$424K +$177K +3,655 +72%
TCOO
1596
Trust Company of Oklahoma
Oklahoma
$423K -$12.5K -258 -3%
EWM
1597
Evermay Wealth Management
Virginia
$421K -$2.03K -42 -0.5%
CICI
1598
Capital Investment Counsel Inc
North Carolina
$420K +$4.83K +100 +1%
GAM
1599
Gould Asset Management
California
$419K -$12.5K -258 -3%
WCM
1600
Wallace Capital Management
Texas
$419K +$39.3K +812 +10%
62 63
64
65 66