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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 %
CAW
1576
Cornerstone Advisors (Washington)
Washington
$459K -$45.5K -962 -9%
IOOF
1577
Independent Order of Foresters
Ontario, Canada
$458K – – –
PCP
1578
Proficio Capital Partners
Massachusetts
$458K +$46.5K +965 +11%
IHL
1579
Investment House LLC
California
$449K +$44.9K +950 +11%
BIM
1580
Barton Investment Management
Pennsylvania
$448K -$121K -2,551 -21%
GHAM
1581
Gilman Hill Asset Management
Connecticut
$443K -$109K -2,314 -20%
BFM
1582
Boothbay Fund Management
New York
$443K +$148K +3,119 +50%
TFF
1583
The Family Firm
Maryland
$441K +$993 +21 +0.2%
AB
1584
Atlas Brown
Kentucky
$441K +$12K +253 +3%
EWM
1585
Evermay Wealth Management
Virginia
$441K +$28.6K +603 +7%
OAM
1586
Occidental Asset Management
California
$438K +$7.71K +163 +2%
GSBTD
1587
Glenview State Bank Trust Department
Illinois
$437K +$58K +1,225 +15%
ECM
1588
Ensemble Capital Management
California
$435K -$343K -7,250 -44%
SS
1589
Simplicity Solutions
Minnesota
$433K -$64.8K -1,368 -13%
MA
1590
Marshwinds Advisory
Georgia
$432K -$20.2K -426 -4%
JDR
1591
Jay D. Rosenbaum
$432K +$134K +2,824 +45%
DWM
1592
Destination Wealth Management
California
$432K +$160K +3,382 +59%
William Blair Investment Management
1593
William Blair Investment Management
Illinois
$431K – – –
VCM
1594
Vision Capital Management
Oregon
$431K +$431K +9,115 New
TCOO
1595
Trust Company of Oklahoma
Oklahoma
$430K +$16.6K +350 +4%
MVA
1596
Mount Vernon Associates
Maryland
$429K -$21.3K -450 -5%
WA1
1597
Wimmer Associates 1
California
$429K +$48K +1,015 +13%
KWMG
1598
King Wealth Management Group
Florida
$429K +$429K +9,067 New
WHRC
1599
W.H. Reaves & Co
New Jersey
$426K – – –
GWCM
1600
Godshalk Welsh Capital Management
Pennsylvania
$426K – – –
62 63
64
65 66