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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 %
GMA
1651
Goldstein Munger & Associates
California
$334K – – –
DMC
1652
Drexel Morgan & Co
Pennsylvania
$334K – – –
I2I
1653
Insight 2811 Inc
Illinois
$332K – – –
KFA
1654
Kelleher Financial Advisors
New York
$331K +$19.3K +400 +6%
DW
1655
Domani Wealth
Pennsylvania
$331K +$26.1K +544 +9%
PFA
1656
Pure Financial Advisors
California
$328K -$5.48K -113 -2%
BMM
1657
Buffington Mohr McNeal
Idaho
$327K +$110K +2,274 +50%
BIA
1658
Biondo Investment Advisors
Pennsylvania
$326K +$6.49K +134 +2%
CCM
1659
Cribstone Capital Management
Maine
$323K +$37.2K +768 +13%
PC
1660
Peavine Capital
Nevada
$320K -$27.4K -567 -8%
ANB
1661
Amarillo National Bank
Texas
$320K -$7.9K -163 -2%
SAMT
1662
Select Asset Management & Trust
Pennsylvania
$320K – – –
Aristotle Capital Management
1663
Aristotle Capital Management
California
$319K – – –
SNBOSD
1664
Security National Bank of So Dak
Iowa
$319K +$3.05K +63 +1%
TCM
1665
Texan Capital Management
Texas
$316K – – –
DPI
1666
Diversified Portfolios Inc
Michigan
$316K – – –
DDC
1667
DF Dent & Co
Maryland
$316K +$3.24K +67 +1%
FNBOH
1668
First National Bank of Hutchinson
Kansas
$315K – – –
CD
1669
Carl Domino
Florida
$315K +$24.2K +500 +8%
NP
1670
NorthRock Partners
Minnesota
$315K +$72K +1,489 +30%
DWM
1671
Destination Wealth Management
California
$313K – – –
CIC
1672
Chase Investment Counsel
Virginia
$313K +$26.8K +555 +9%
AB
1673
AT Bancorp
Iowa
$312K -$4.12K -85 -1%
GWS
1674
Glassman Wealth Services
Virginia
$312K -$1.45K -30 -0.5%
GWM
1675
Greenwich Wealth Management
Connecticut
$312K +$312K +1,821 New
65 66
67
68 69