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Wells Fargo
WFC

Overview Fund Activity

1,884 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 763 increasing their positions, 820 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
-7
Holders Change %
-0.37%
% of All Funds
50.35%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
5.29%
New
127
Increased
763
Reduced
820
Closed
114
Calls
$1.54B
Puts
$2.34B
Net Calls
-$798M
Net Calls Change
-$424M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$440M
2
Morgan Stanley
Morgan Stanley
New York
+$334M
3
State Street
State Street
Massachusetts
+$325M
4
Parnassus Investments
Parnassus Investments
California
+$252M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$244M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.07B
2
Bank of America
Bank of America
North Carolina
-$344M
3
Lazard Asset Management
Lazard Asset Management
New York
-$273M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1601
Occidental Asset Management
California
$397K -$13K -294 -3%
TCOO
1602
Trust Company of Oklahoma
Oklahoma
$396K -$6.64K -150 -2%
AIM
1603
Allen Investment Management
New York
$392K – – –
GWCM
1604
Godshalk Welsh Capital Management
Pennsylvania
$390K -$8.86K -200 -2%
TIM
1605
Thompson Investment Management
Wisconsin
$387K – – –
KSA
1606
Ken Stern & Associates
California
$386K +$221 +5 +0.1%
BT
1607
Beacon Trust
New Jersey
$385K -$1.86M -42,033 -83%
BP
1608
BBR Partners
New York
$385K +$385K +8,695 New
PCM
1609
Palisade Capital Management
New Jersey
$384K -$258K -5,830 -40%
GAM
1610
Gould Asset Management
California
$384K – – –
AWA
1611
Arete Wealth Advisors
Illinois
$382K +$41.4K +936 +12%
Ninety One (UK)
1612
Ninety One (UK)
United Kingdom
$381K +$33.3K +751 +10%
IHL
1613
Investment House LLC
California
$380K -$40.8K -920 -10%
BIM
1614
Barton Investment Management
Pennsylvania
$380K -$38.7K -875 -9%
BIAS
1615
Beacon Investment Advisory Services
New Jersey
$379K -$8.64K -195 -2%
SBWM
1616
Sunflower Bank Wealth Management
Arizona
$379K +$18.6K +420 +5%
GHAM
1617
Gilman Hill Asset Management
Connecticut
$377K -$37.8K -854 -9%
FMC
1618
First Merchants Corp
Indiana
$377K +$37.3K +842 +11%
CC
1619
Colrain Capital
Massachusetts
$376K – – –
FM
1620
Forward Management
California
$376K +$376K +8,500 New
CAM
1621
Congress Asset Management
Massachusetts
$375K -$910K -20,582 -71%
IAA
1622
Ironsides Asset Advisors
North Carolina
$373K +$78.3K +1,766 +27%
KWMG
1623
King Wealth Management Group
Florida
$372K -$29.4K -665 -7%
SFM
1624
Signet Financial Management
New Jersey
$369K -$3.63M -81,830 -91%
CM
1625
Cornerstone Management
Georgia
$369K -$2.92K -66 -0.8%
63 64
65
66 67