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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 %
SAMT
1701
Select Asset Management & Trust
Pennsylvania
$296K +$17.5K +370 +6%
QC
1702
QCM Cayman
Texas
$296K +$296K +6,250 New
PL
1703
Parthenon LLC
Kentucky
$294K – – –
GC
1704
Grimes & Company
Massachusetts
$293K +$26.4K +556 +10%
FAM
1705
Foresters Asset Management
Ontario, Canada
$293K +$293K +6,195 New
SCM
1706
Salem Capital Management
Massachusetts
$289K – – –
DE
1707
Day & Ennis
Georgia
$288K – – –
BMM
1708
Buffington Mohr McNeal
Idaho
$287K -$33.8K -715 -11%
FNBOH
1709
First National Bank of Hutchinson
Kansas
$285K -$13.9K -300 -5%
BFS
1710
Baskin Financial Services
Ontario, Canada
$282K -$17.5K -370 -6%
FWP
1711
FAS Wealth Partners
Kansas
$282K -$13.2K -278 -4%
RDM
1712
Retirement Design & Management
Connecticut
$281K +$36.2K +765 +15%
SHJ
1713
Sharkey, Howes & Javer
Colorado
$280K +$2.08K +44 +0.7%
EFSCE
1714
Enterprise Financial Services Corp (EFSC)
Missouri
$279K -$4.26K -90 -2%
LOCC
1715
Lombard Odier & Cie (Canada)
Quebec, Canada
$279K – – –
LFR
1716
Lehman Financial Resources
Pennsylvania
$279K – – –
CYG
1717
Clean Yield Group
Vermont
$277K -$71K -1,500 -20%
MIP
1718
Marietta Investment Partners
Wisconsin
$275K – – –
FMW
1719
Farr Miller & Washington
District of Columbia
$274K -$7.72K -163 -3%
BFA
1720
Beaumont Financial Advisors
Massachusetts
$274K +$25.3K +533 +10%
SIM
1721
Sigma Investment Management
Oregon
$274K +$75.8K +1,600 +38%
BJ
1722
Brouwer & Janachowski
California
$274K +$274K +5,784 New
PGA
1723
Portland Global Advisors
Maine
$273K – – –
BST
1724
Bath Savings Trust
Maine
$268K – – –
PA
1725
Probity Advisors
Texas
$268K +$268K +5,659 New
67 68
69
70 71