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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 %
TCB
1626
Texas Capital Bancshares
Texas
$381K +$131K +2,706 +52%
CG
1627
Cutler Group
California
$378K -$322K -6,670 -46%
TIM
1628
Thompson Investment Management
Wisconsin
$378K – – –
AIM
1629
Arcadia Investment Management
Michigan
$376K +$14.7K +303 +4%
BO
1630
Bach Option
Hong Kong
$373K +$373K +7,713 New
PHAM
1631
Palisades Hudson Asset Management
Florida
$371K -$69.8K -1,443 -16%
CAM
1632
ClariVest Asset Management
California
$370K -$159K -3,279 -30%
DT
1633
Diversified Trust
Tennessee
$370K -$13.9K -287 -4%
JT
1634
Jump Trading
Illinois
$370K +$370K +7,643 New
WCF
1635
West Coast Financial
California
$368K -$257K -5,300 -41%
AF
1636
Affiance Financial
Minnesota
$367K +$9.86K +204 +3%
MCM
1637
MV Capital Management
Maryland
$365K +$27.5K +569 +8%
MSFP
1638
Mark Sheptoff Financial Planning
Connecticut
$364K -$31.5K -651 -8%
MIHAS
1639
Maj Invest Holding A/S
Denmark
$362K – – –
CYG
1640
Clean Yield Group
Vermont
$359K -$25.5K -523 -7%
HS
1641
Huntington Steele
Pennsylvania
$356K +$8.99K +186 +3%
PIA
1642
Peachtree Investment Advisors
Georgia
$355K – – –
JWA
1643
JFS Wealth Advisors
Pennsylvania
$355K +$75.8K +1,566 +27%
PG
1644
Patten Group
Tennessee
$355K -$7.98K -165 -2%
SIA
1645
Starfire Investment Advisers
Michigan
$352K – – –
SSWM
1646
Smith Salley Wealth Management
North Carolina
$351K -$81.9K -1,697 -19%
GBBWRPM
1647
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$347K +$9.76K +202 +3%
BWFM
1648
Bridgewater Wealth & Financial Management
Maryland
$343K +$49.1K +1,014 +17%
TCM
1649
Tegean Capital Management
New York
$339K – – –
HK
1650
Horizon Kinetics
New York
$337K +$133K +2,761 +66%
64 65
66
67 68