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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 %
IP
1676
Investment Partners
Ohio
$312K +$312K +5,743 New
SBL
1677
Sargent Bickham Lagudis
Colorado
$311K +$311K +6,424 New
RP
1678
Rowlandmiller & Partners
Georgia
$309K – – –
AAS
1679
Annex Advisory Services
Wisconsin
$309K +$58.6K +1,213 +23%
GS
1680
Girard Securities
California
$308K -$28.9K -592 -9%
SLT
1681
St Louis Trust
Missouri
$308K +$308K +6,380 New
SCG
1682
Sonata Capital Group
Washington
$307K -$26.6K -550 -8%
BFS
1683
Baskin Financial Services
Ontario, Canada
$306K -$8.46K -175 -3%
AW
1684
Alpha Windward
Massachusetts
$306K -$775 -16 -0.3%
BRWM
1685
B. Riley Wealth Management
Tennessee
$306K +$31.5K +654 +11%
FGP
1686
Foyston, Gordon, & Payne
Ontario, Canada
$305K -$51.7K -1,069 -14%
JDR
1687
Jay D. Rosenbaum
$305K +$305K +6,305 New
WA
1688
Waverly Advisors
Alabama
$304K +$18.8K +389 +7%
Kayne Anderson Rudnick Investment Management
1689
Kayne Anderson Rudnick Investment Management
California
$303K – – –
CF
1690
Corrigan Financial
Rhode Island
$303K +$303K +6,262 New
FWP
1691
FAS Wealth Partners
Kansas
$302K +$8.81K +182 +3%
BFM
1692
Boothbay Fund Management
New York
$302K +$48.5K +1,001 +19%
PL
1693
Parthenon LLC
Kentucky
$301K – – –
HCM
1694
Highlander Capital Management
New Jersey
$299K – – –
BFG
1695
Bouchey Financial Group
New York
$298K +$48 +1 +0%
HL
1696
HeadInvest LLC
Maine
$297K -$7.26K -150 -2%
VNA
1697
VNBTrust National Association
Virginia
$296K +$8.95K +185 +3%
NFG
1698
Nations Financial Group
Iowa
$296K +$77.3K +1,596 +35%
CPS
1699
Counsel Portfolio Services
Ontario, Canada
$295K – – –
SCM
1700
Salem Capital Management
Massachusetts
$295K +$70K +1,450 +31%
66 67
68
69 70