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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 %
KF
1726
Krilogy Financial
Missouri
$266K +$35.7K +753 +15%
RCM
1727
Rockshelter Capital Management
Pennsylvania
$265K – – –
FMA
1728
FNY Managed Accounts
New York
$263K +$263K +5,550 New
FAG
1729
Financial Advisory Group
Texas
$261K +$59K +1,245 +29%
MCM
1730
Manchester Capital Management
Vermont
$260K -$24.8K -523 -9%
CA
1731
Corrado Advisors
New Jersey
$259K +$26.8K +566 +12%
NEPWA
1732
New England Private Wealth Advisors
Massachusetts
$258K +$28.7K +608 +13%
ARMC
1733
American Research & Management Company
Massachusetts
$257K – – –
VC
1734
Vicus Capital
Pennsylvania
$257K +$9.65K +204 +4%
GS
1735
Girard Securities
California
$256K -$39.6K -845 -13%
RB
1736
Rodgers Brothers
Pennsylvania
$256K +$22.2K +469 +10%
WI
1737
Wedgewood Investors
Pennsylvania
$255K – – –
STMM
1738
South Texas Money Management
Texas
$254K -$1.56K -33 -0.6%
GEM
1739
Global Endowment Management
North Carolina
$251K – – –
WFG
1740
Windsor Financial Group
Minnesota
$251K – – –
HPWM
1741
Highland Private Wealth Management
Washington
$251K +$10.9K +230 +5%
WIP
1742
Wellesley Investment Partners
Massachusetts
$248K +$11.8K +251 +5%
NCM
1743
Noesis Capital Mangement
Florida
$247K +$20K +422 +9%
IC
1744
Inverness Counsel
New York
$247K +$247K +5,218 New
GC
1745
Garde Capital
Washington
$246K +$142 +3 +0.1%
PAS
1746
Park Avenue Securities
New York
$246K +$10.6K +224 +4%
AC
1747
Alexandria Capital
Virginia
$246K +$19K +401 +8%
NG
1748
NatWest Group
United Kingdom
$245K -$4.02K -85 -2%
AF
1749
Aldebaran Financial
$243K – – –
NED
1750
Nancy E. Dempze
$243K – – –
68 69
70
71 72