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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 %
DE
1701
Day & Ennis
Georgia
$294K – – –
CASB
1702
Cape Ann Savings Bank
Massachusetts
$294K +$32.8K +677 +13%
LC
1703
Lincoln Capital
Nebraska
$294K +$55.6K +1,150 +23%
CCM
1704
Canal Capital Management
Virginia
$294K +$294K +6,070 New
MCM
1705
Manchester Capital Management
Vermont
$291K -$118K -2,435 -29%
SPWA
1706
SteelBridge Private Wealth Advisors
Florida
$291K +$291K +6,012 New
FC
1707
FCA Corp
Texas
$290K – – –
EFSCE
1708
Enterprise Financial Services Corp (EFSC)
Missouri
$289K +$29.1K +603 +11%
FMW
1709
Farr Miller & Washington
District of Columbia
$288K -$29.9K -618 -9%
BFA
1710
Beaumont Financial Advisors
Massachusetts
$286K -$16.6K -304 -5%
LOCC
1711
Lombard Odier & Cie (Canada)
Quebec, Canada
$285K – – –
LFR
1712
Lehman Financial Resources
Pennsylvania
$285K +$285K +5,900 New
SHJ
1713
Sharkey, Howes & Javer
Colorado
$284K +$2.18K +45 +0.8%
ICM
1714
IMS Capital Management
Oregon
$283K +$52.1K +1,076 +23%
MIP
1715
Marietta Investment Partners
Wisconsin
$280K – – –
PGA
1716
Portland Global Advisors
Maine
$279K – – –
SHWM
1717
Smith & Howard Wealth Management
Georgia
$279K +$55.9K +1,156 +25%
AWE
1718
Avidian Wealth Enterprises
Texas
$277K -$386 -8 -0.1%
BST
1719
Bath Savings Trust
Maine
$274K +$9.35K +193 +4%
RIA
1720
Regal Investment Advisors
Michigan
$273K -$34.8K -719 -11%
GC
1721
Grimes & Company
Massachusetts
$272K -$13.7K -283 -5%
RCM
1722
Rockshelter Capital Management
Pennsylvania
$271K -$143K -2,950 -35%
GIA
1723
Guyasuta Investment Advisors
Pennsylvania
$269K +$29.4K +610 +12%
JGIA
1724
Jackson Grant Investment Advisers
Connecticut
$264K +$2.23K +46 +0.9%
EDRS
1725
Edmond de Rothschild (Suisse)
Switzerland
$263K +$93.8K +1,940 +55%
67 68
69
70 71