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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 %
KSA
1601
Ken Stern & Associates
California
$417K +$39.7K +821 +11%
GIM
1602
Goelzer Investment Management
Indiana
$415K -$23.2K -481 -5%
SCM
1603
Sterneck Capital Management
Missouri
$415K -$13.5K -280 -3%
BIAS
1604
Beacon Investment Advisory Services
New Jersey
$415K -$2.27K -47 -0.5%
FPCG
1605
Fort Pitt Capital Group
Pennsylvania
$414K -$9.72K -201 -2%
IHL
1606
Investment House LLC
California
$413K +$36.2K +750 +10%
PCP
1607
Proficio Capital Partners
Massachusetts
$413K +$365K +7,555 +760%
FA
1608
Fagan Associates
New York
$412K +$113K +2,342 +38%
LMIM
1609
Lockheed Martin Investment Management
Maryland
$411K -$169K -3,500 -29%
CC
1610
Colrain Capital
Massachusetts
$411K – – –
CM
1611
Cornerstone Management
Georgia
$406K -$580 -12 -0.1%
WA
1612
WBH Advisory
Maryland
$404K +$97 +2 +0%
PHS
1613
Pekin Hardy Strauss
Illinois
$400K +$1.94K +40 +0.5%
HWA
1614
Heritage Wealth Advisors
Virginia
$399K +$63.8K +1,326 +19%
FPCP
1615
Fort Point Capital Partners
California
$397K -$207K -4,285 -34%
SC
1616
Saybrook Capital
North Carolina
$395K +$12.5K +258 +3%
IIA
1617
IPG Investment Advisors
California
$393K -$2.36M -48,757 -86%
DHFB
1618
Dixon Hubard Feinour & Brown
Virginia
$391K +$68.6K +1,374 +21%
WA1
1619
Wimmer Associates 1
California
$390K -$25.4K -525 -6%
EM
1620
Excalibur Management
Massachusetts
$389K +$165K +3,425 +74%
SBWM
1621
Sunflower Bank Wealth Management
Arizona
$388K +$25.9K +535 +7%
GSBTD
1622
Glenview State Bank Trust Department
Illinois
$387K -$9.67K -200 -2%
PLFAM
1623
Pineno Levin & Ford Asset Management
Virginia
$382K – – –
LRPA
1624
L. Roy Papp & Associates
Arizona
$382K +$48 +1 +0%
ACM
1625
Alpha Capital Management
Texas
$381K -$129K -2,658 -25%
63 64
65
66 67