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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 %
AIM
1601
Allen Investment Management
New York
$419K -$730K -15,431 -64%
EC
1602
Eachwin Capital
New York
$415K – – –
TT
1603
Tiedemann Trust
Delaware
$415K – – –
BC
1604
Barnett & Company
Tennessee
$415K – – –
BIAS
1605
Beacon Investment Advisory Services
New Jersey
$414K +$8.05K +170 +2%
TIM
1606
Thompson Investment Management
Wisconsin
$414K +$43.8K +925 +12%
KSA
1607
Ken Stern & Associates
California
$413K +$4.17K +88 +1%
CCM
1608
Canal Capital Management
Virginia
$413K +$126K +2,653 +44%
SCM
1609
Sterneck Capital Management
Missouri
$412K +$5.54K +117 +1%
HCM
1610
Highlander Capital Management
New Jersey
$411K +$118K +2,500 +40%
GAM
1611
Gould Asset Management
California
$410K – – –
MIC
1612
MU Investments Company
Japan
$408K -$317K -6,750 -44%
ACM
1613
Argentus Capital Management
Texas
$407K -$429K -9,079 -51%
IIA
1614
IPG Investment Advisors
California
$406K +$21K +444 +5%
WSC
1615
Wellington Shields & Co
New York
$403K +$403K +8,513 New
CC
1616
Colrain Capital
Massachusetts
$402K – – –
GKWIM
1617
Gerber Kawasaki Wealth & Investment Management
California
$401K -$18.1K -383 -4%
GIM
1618
Goelzer Investment Management
Indiana
$399K -$7.24K -153 -2%
CM
1619
Cornerstone Management
Georgia
$397K – – –
AAM
1620
Aureus Asset Management
Massachusetts
$394K -$114K -2,410 -22%
PHS
1621
Pekin Hardy Strauss
Illinois
$391K – – –
PHAM
1622
Palisades Hudson Asset Management
Florida
$390K +$26.6K +562 +7%
WA
1623
WBH Advisory
Maryland
$388K -$7.09K -150 -2%
SC
1624
Saybrook Capital
North Carolina
$386K – – –
PG
1625
Patten Group
Tennessee
$385K +$38.3K +810 +11%
63 64
65
66 67