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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 %
VCM
1751
Vigilant Capital Management
Maine
$239K -$3.36K -71 -1%
BOS
1752
Bank of Stockton
California
$238K -$524K -11,059 -69%
SIC
1753
Sigma Investment Counselors
Michigan
$237K +$5.07K +107 +2%
ZF
1754
Zhang Financial
Michigan
$236K – – –
CHAM
1755
Clear Harbor Asset Management
Connecticut
$235K – – –
FWM
1756
FFT Wealth Management
Pennsylvania
$234K – – –
NGA
1757
Naples Global Advisors
Florida
$234K +$7.86K +166 +3%
SM
1758
Salzhauer Michael
$233K – – –
KL
1759
Kinsight LLC
Alabama
$231K -$238K -5,043 -51%
WCF
1760
West Coast Financial
California
$230K -$130K -2,745 -36%
CBTWT
1761
Community Bank & Trust (Waco, Texas)
Texas
$230K – – –
TAM
1762
Tealwood Asset Management
Minnesota
$229K +$229K +4,828 New
FA
1763
FCG Advisors
New Jersey
$229K +$229K +4,841 New
WA
1764
Winfield Associates
Ohio
$228K -$12.7K -267 -5%
BMC
1765
Benin Management Corp
Connecticut
$226K +$18.9K +400 +9%
CFP
1766
Cornerstone Financial Partners
North Carolina
$225K -$1.73M -36,865 -88%
WDA
1767
Wendell David Associates
New Hampshire
$223K -$3.05K -65 -1%
WPIC
1768
White Pine Investment Company
Michigan
$223K +$7.15K +151 +3%
VIMU
1769
Veritas Investment Management (UK)
United Kingdom
$222K – – –
BA
1770
BKS Advisors
Michigan
$221K – – –
PAA
1771
Peregrine Asset Advisers
Oregon
$220K -$20.1K -424 -8%
BWA
1772
Burt Wealth Advisors
Maryland
$219K -$8.08K -171 -4%
HIC
1773
Harvey Investment Company
Kentucky
$219K +$219K +4,626 New
SHWM
1774
Smith & Howard Wealth Management
Georgia
$218K -$54.7K -1,156 -20%
RCM
1775
Riverhead Capital Management
Delaware
$215K -$15.2M -448,532 -99%
69 70
71
72 73