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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 %
SBWM
1626
Sunflower Bank Wealth Management
Arizona
$385K +$5.67K +120 +1%
SAS
1627
Stelac Advisory Services
New York
$385K +$385K +8,127 New
AIM
1628
Arcadia Investment Management
Michigan
$380K +$12.6K +267 +3%
SBSB
1629
Sullivan, Bruyette, Speros & Blaney
Virginia
$378K +$378K +7,987 New
MCM
1630
MV Capital Management
Maryland
$376K +$18.9K +399 +5%
SSWM
1631
Smith Salley Wealth Management
North Carolina
$375K +$31.9K +676 +9%
EWA
1632
Exencial Wealth Advisors
Oklahoma
$373K +$121K +2,563 +48%
TCB
1633
Texas Capital Bancshares
Texas
$372K – – –
Ninety One (UK)
1634
Ninety One (UK)
United Kingdom
$371K -$64.1K -1,355 -15%
WCM
1635
Wallace Capital Management
Texas
$371K -$38.4K -812 -9%
DHFB
1636
Dixon Hubard Feinour & Brown
Virginia
$371K – – –
PLFAM
1637
Pineno Levin & Ford Asset Management
Virginia
$369K -$4.3K -91 -1%
LRPA
1638
L. Roy Papp & Associates
Arizona
$368K -$5.77K -122 -2%
FWM
1639
Focused Wealth Management
New York
$366K +$120K +2,541 +49%
Grantham, Mayo, Van Otterloo & Co (GMO)
1640
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$364K -$63.4M -1,338,930 -99%
BCM
1641
Bourgeon Capital Management
Connecticut
$364K -$398K -8,400 -52%
SBL
1642
Sargent Bickham Lagudis
Colorado
$364K +$59.8K +1,264 +20%
AWA
1643
Arete Wealth Advisors
Illinois
$364K +$135K +2,850 +59%
DT
1644
Diversified Trust
Tennessee
$363K – – –
FMC
1645
First Merchants Corp
Indiana
$363K +$144K +3,051 +66%
CCM
1646
Cribstone Capital Management
Maine
$360K +$43.8K +926 +14%
CASB
1647
Cape Ann Savings Bank
Massachusetts
$358K +$70.4K +1,486 +24%
AB
1648
AT Bancorp
Iowa
$357K +$52.1K +1,100 +17%
MIHAS
1649
Maj Invest Holding A/S
Denmark
$354K – – –
AF
1650
Affiance Financial
Minnesota
$349K -$10.6K -224 -3%
64 65
66
67 68