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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 %
CD
1676
Carl Domino
Florida
$317K +$9.46K +200 +3%
BFG
1677
Bouchey Financial Group
New York
$316K +$23.7K +501 +8%
IAA
1678
Ironsides Asset Advisors
North Carolina
$315K -$113K -2,380 -26%
BO
1679
Bach Option
Hong Kong
$315K -$49.9K -1,055 -14%
CWM
1680
CIBC World Markets
New York
$315K +$315K +6,664 New
GWM
1681
Greenwich Wealth Management
Connecticut
$313K -$9.2K -52 -3%
ANB
1682
Amarillo National Bank
Texas
$313K – – –
BL
1683
Balentine LLC
Georgia
$313K +$71.4K +1,510 +30%
Aristotle Capital Management
1684
Aristotle Capital Management
California
$312K – – –
SIA
1685
Starfire Investment Advisers
Michigan
$310K -$34.3K -725 -10%
DPI
1686
Diversified Portfolios Inc
Michigan
$310K – – –
WA
1687
Waverly Advisors
Alabama
$310K +$12.5K +264 +4%
LC
1688
Lincoln Capital
Nebraska
$308K +$20.1K +425 +7%
TCM
1689
Texan Capital Management
Texas
$307K – – –
DDC
1690
DF Dent & Co
Maryland
$306K -$3.07K -65 -1%
LSA
1691
L & S Advisors
California
$305K +$75.7K +1,600 +33%
AAS
1692
Annex Advisory Services
Wisconsin
$304K +$1.18K +25 +0.4%
AW
1693
Alpha Windward
Massachusetts
$304K +$4.5K +95 +2%
AHC
1694
Anderson Hoagland & Co
Missouri
$302K +$302K +6,390 New
SCG
1695
Sonata Capital Group
Washington
$301K – – –
RP
1696
Rowlandmiller & Partners
Georgia
$301K – – –
MCM
1697
Marathon Capital Management
Maryland
$298K +$298K +6,305 New
Kayne Anderson Rudnick Investment Management
1698
Kayne Anderson Rudnick Investment Management
California
$297K – – –
JIP
1699
Jaffetilchin Investment Partners
Florida
$297K +$65.4K +1,380 +28%
SMH
1700
Sanders Morris Harris
Texas
$296K -$380K -8,063 -56%
66 67
68
69 70