WFC icon

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 %
CAM
1776
CG Asset Management
New York
$220K -$14.8K -305 -6%
WPIC
1777
White Pine Investment Company
Michigan
$220K – – –
VFP
1778
Verus Financial Partners
Virginia
$219K +$17.4K +359 +9%
CCMW
1779
Cypress Capital Management (Wyoming)
Wyoming
$214K +$12.1K +251 +6%
NCMG
1780
NCM Capital Management Group
North Carolina
$214K -$7.25K -150 -3%
CFA
1781
Capstone Financial Advisors
Illinois
$214K +$11.4K +236 +6%
BG
1782
Bollard Group
Massachusetts
$212K +$1.65K +34 +0.8%
BMC
1783
Benin Management Corp
Connecticut
$211K – – –
OAM
1784
Oberweis Asset Management
Illinois
$211K +$5.37K +111 +3%
PAG
1785
Pinnacle Advisory Group
Maryland
$211K +$211K +4,379 New
MPM
1786
Meritage Portfolio Management
Kansas
$206K -$19.4K -400 -9%
FAG
1787
Financial Advisory Group
Texas
$206K +$1.06K +22 +0.5%
CFA
1788
Cahill Financial Advisors
Minnesota
$206K +$18.2K +375 +10%
HI
1789
Horizon Investments
North Carolina
$203K -$459K -9,496 -69%
AT
1790
Acadia Trust
Maine
$203K -$66.4K -1,375 -25%
ATC
1791
Adirondack Trust Company
New York
$202K – – –
SIM
1792
Sigma Investment Management
Oregon
$202K – – –
MCMT
1793
Moon Capital Management (Tennessee)
Tennessee
$201K – – –
NYLT
1794
New York Life Trust
New York
$184K -$13.6K -282 -7%
PHK
1795
Point72 Hong Kong
Hong Kong
$184K +$184K +3,800 New
IF
1796
Ironwood Financial
Arizona
$182K +$182K +3,768 New
LD
1797
Lipe & Dalton
New York
$179K – – –
CFS
1798
Commonwealth Financial Services
West Virginia
$176K -$101K -2,088 -36%
LNB
1799
Ledyard National Bank
$172K -$25.7K -530 -13%
GAM
1800
Gemmer Asset Management
California
$169K -$43.7K -905 -21%
70 71
72
73 74