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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 %
CHAM
1751
Clear Harbor Asset Management
Connecticut
$240K – – –
VAM
1752
Visionary Asset Management
Texas
$238K -$35K -722 -13%
SM
1753
Salzhauer Michael
$238K -$4.84K -100 -2%
CA
1754
Corrado Advisors
New Jersey
$238K +$29.7K +612 +14%
RB
1755
Rodgers Brothers
Pennsylvania
$238K +$238K +4,930 New
SIC
1756
Sigma Investment Counselors
Michigan
$237K +$387 +8 +0.2%
NEPWA
1757
New England Private Wealth Advisors
Massachusetts
$236K +$10.2K +210 +5%
JIP
1758
Jaffetilchin Investment Partners
Florida
$236K +$236K +4,888 New
AIM
1759
Assured Investment Management
New York
$235K -$679K -14,020 -74%
CBTWT
1760
Community Bank & Trust (Waco, Texas)
Texas
$235K -$24.2K -500 -9%
LSA
1761
L & S Advisors
California
$235K – – –
KF
1762
Krilogy Financial
Missouri
$235K +$235K +4,862 New
BAC
1763
Boys Arnold & Co
North Carolina
$234K -$1.66M -34,373 -88%
AWA
1764
Arete Wealth Advisors
Illinois
$234K -$13.8K -285 -6%
AC
1765
Alexandria Capital
Virginia
$232K -$21.7K -449 -9%
NCM
1766
Noesis Capital Mangement
Florida
$232K +$9.68K +200 +4%
BWA
1767
Burt Wealth Advisors
Maryland
$232K +$11.3K +235 +5%
WDA
1768
Wendell David Associates
New Hampshire
$231K -$175K -3,645 -43%
NGA
1769
Naples Global Advisors
Florida
$231K – – –
REMPR
1770
Roof Eidam Maycock Peralta (REMP)
California
$227K -$1.23M -25,415 -84%
VIMU
1771
Veritas Investment Management (UK)
United Kingdom
$227K – – –
BA
1772
BKS Advisors
Michigan
$226K -$9.68K -200 -4%
FMC
1773
First Merchants Corp
Indiana
$224K +$4.8K +99 +2%
CC
1774
Cornerstone Capital
California
$223K -$190K -3,924 -46%
GS
1775
GAM Systematic
United Kingdom
$222K -$119K -2,463 -35%
69 70
71
72 73