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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 %
PIA
1651
Peachtree Investment Advisors
Georgia
$348K – – –
PC
1652
Peavine Capital
Nevada
$345K +$31.5K +666 +10%
SEIA
1653
Signature Estate & Investment Advisors
California
$342K +$342K +7,221 New
KC
1654
Kingfisher Capital
North Carolina
$341K -$1.44M -30,385 -81%
MSFP
1655
Mark Sheptoff Financial Planning
Connecticut
$341K -$15.3K -323 -4%
GBBWRPM
1656
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$340K +$944 +20 +0.3%
SNBOSD
1657
Security National Bank of So Dak
Iowa
$338K +$26K +549 +8%
HL
1658
HeadInvest LLC
Maine
$338K +$47.4K +1,000 +16%
NFG
1659
Nations Financial Group
Iowa
$338K +$48.8K +1,031 +17%
BBPWM
1660
Blue Bell Private Wealth Management
Pennsylvania
$336K -$142K -2,999 -30%
IIC
1661
Ironwood Investment Counsel
Arizona
$332K -$88.1K -1,863 -21%
FC
1662
FCA Corp
Texas
$331K +$47.3K +1,000 +17%
HK
1663
Horizon Kinetics
New York
$330K – – –
PFA
1664
Pure Financial Advisors
California
$329K +$8.98K +190 +3%
HS
1665
Huntington Steele
Pennsylvania
$327K -$22.1K -466 -6%
DMC
1666
Drexel Morgan & Co
Pennsylvania
$327K – – –
GMA
1667
Goldstein Munger & Associates
California
$327K – – –
BWFM
1668
Bridgewater Wealth & Financial Management
Maryland
$325K -$10.9K -229 -3%
I2I
1669
Insight 2811 Inc
Illinois
$325K – – –
KFA
1670
Kelleher Financial Advisors
New York
$324K – – –
CIC
1671
Chase Investment Counsel
Virginia
$322K +$16.1K +340 +5%
KFP
1672
Keystone Financial Planning
Ohio
$322K +$322K +6,798 New
EDRS
1673
Edmond de Rothschild (Suisse)
Switzerland
$321K +$63.2K +1,334 +25%
BIA
1674
Biondo Investment Advisors
Pennsylvania
$319K – – –
PAM
1675
Premier Asset Management
Illinois
$319K +$319K +6,750 New
65 66
67
68 69