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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 %
MIHAS
1651
Maj Invest Holding A/S
Denmark
$331K – – –
WSCM
1652
Wellington Shields Capital Management
New York
$329K -$135K -3,050 -29%
CAL
1653
Capital Analysts LLC
Pennsylvania
$329K -$453K -10,219 -58%
ANB
1654
Amarillo National Bank
Texas
$327K +$35.3K +800 +12%
AF
1655
Affiance Financial
Minnesota
$326K – – –
PIA
1656
Peachtree Investment Advisors
Georgia
$325K – – –
NFG
1657
Nations Financial Group
Iowa
$324K +$8.14K +184 +3%
PC
1658
Peavine Capital
Nevada
$323K – – –
SNBOSD
1659
Security National Bank of So Dak
Iowa
$316K – – –
AWE
1660
Avidian Wealth Enterprises
Texas
$315K +$71.8K +1,621 +30%
RP
1661
Riverbridge Partners
Minnesota
$313K -$325K -7,342 -51%
BBPWM
1662
Blue Bell Private Wealth Management
Pennsylvania
$310K -$4.61K -104 -1%
CIP
1663
Champlain Investment Partners
Vermont
$310K +$310K +7,000 New
PFA
1664
Pure Financial Advisors
California
$308K – – –
DMC
1665
Drexel Morgan & Co
Pennsylvania
$306K – – –
HS
1666
Huntington Steele
Pennsylvania
$306K – – –
GMA
1667
Goldstein Munger & Associates
California
$306K – – –
VOYA Investment Management
1668
VOYA Investment Management
Georgia
$304K -$62.1K -1,401,348 -17%
KFA
1669
Kelleher Financial Advisors
New York
$303K – – –
KFP
1670
Keystone Financial Planning
Ohio
$301K – – –
PHS
1671
Pekin Hardy Strauss
Illinois
$300K -$66.5K -1,500 -18%
BFG
1672
Bouchey Financial Group
New York
$295K +$44 +1 +0%
DE
1673
Day & Ennis
Georgia
$295K +$25.2K +569 +9%
HIC
1674
Harvey Investment Company
Kentucky
$293K +$88.4K +2,000 +43%
Aristotle Capital Management
1675
Aristotle Capital Management
California
$292K – – –
65 66
67
68 69