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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
$579M
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.6B
3
IC
Institutional Capital
Illinois
$263M
4
RCG
Ruane, Cunniff & Goldfarb
New York
$248M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.74B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$83.6M
2
Capital World Investors
Capital World Investors
California
$4.31B
3
LPU
Lansdowne Partners (UK)
United Kingdom
$36.1M
4
Boston Partners
Boston Partners
Massachusetts
$181M
5
State Street
State Street
Massachusetts
$8.83B
Name Holding Trade Value Shares
Change 		Shares
Change %
TGI
1776
Tradewinds Global Investors
California
$215K +$215K +4,553 New
SIM
1777
Sadoff Investment Management
Wisconsin
$210K -$33.2K -700 -14%
BG
1778
Bollard Group
Massachusetts
$209K +$1.56K +33 +0.8%
OAM
1779
Oberweis Asset Management
Illinois
$206K +$94 +2 +0%
NP
1780
NorthRock Partners
Minnesota
$205K -$103K -2,175 -33%
NCMG
1781
NCM Capital Management Group
North Carolina
$205K -$4.73K -100 -2%
HI
1782
Horizon Investments
North Carolina
$205K +$6.71K +142 +3%
AT
1783
Acadia Trust
Maine
$204K +$5.39K +114 +3%
CG
1784
Colony Group
Massachusetts
$203K +$203K +4,281 New
RC
1785
RBO & Co
California
$203K +$203K +4,284 New
VAM
1786
Verity Asset Management
North Carolina
$200K +$200K +4,235 New
MCMT
1787
Moon Capital Management (Tennessee)
Tennessee
$197K – – –
LD
1788
Lipe & Dalton
New York
$195K +$20.1K +425 +12%
CCMW
1789
Cypress Capital Management (Wyoming)
Wyoming
$190K -$19.8K -419 -9%
VIM
1790
Veritas Investment Management
United Kingdom
$189K -$284K -5,987 -60%
ATC
1791
Adirondack Trust Company
New York
$186K -$13.1K -275 -7%
BIG
1792
Bellwether Investment Group
Tennessee
$186K +$186K +3,935 New
IF
1793
Ironwood Financial
Arizona
$178K – – –
GAM
1794
Gemmer Asset Management
California
$177K +$11.1K +234 +7%
PAM
1795
PT Asset Management
Illinois
$176K +$176K +3,709 New
JGIA
1796
Jackson Grant Investment Advisers
Connecticut
$174K -$84.1K -1,777 -33%
CFG
1797
CKW Financial Group
Hawaii
$158K – – –
CWM
1798
Cedar Wealth Management
California
$155K +$50.1K +1,059 +48%
TCM
1799
Tradewinds Capital Management
Washington
$154K +$6.96K +147 +5%
NYLT
1800
New York Life Trust
New York
$151K -$28.7K -607 -16%
70 71
72
73 74