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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 %
HR
1801
Howe & Rusling
New York
$164K -$20.8K -432 -11%
CFG
1802
CKW Financial Group
Hawaii
$162K -$4.84K -100 -3%
LWM
1803
Lenox Wealth Management
Ohio
$161K -$37.1K -770 -19%
VCM
1804
Versant Capital Management
Arizona
$157K -$8.04K -167 -5%
WA
1805
WealthTrust-Arizona
Arizona
$154K -$50.4K -1,045 -25%
Twin Tree Management
1806
Twin Tree Management
Texas
$152K -$1.96M -40,495 -93%
BKA
1807
Brick & Kyle Associates
Pennsylvania
$152K +$14.6K +303 +11%
LWM
1808
LBA Wealth Management
Florida
$151K -$50.8K -1,050 -25%
TCM
1809
Tradewinds Capital Management
Washington
$150K -$13.2K -273 -8%
SC
1810
SRB Corp
Massachusetts
$137K +$11.1K +230 +9%
SI
1811
Sentry Investments
Ontario, Canada
$136K +$4.45K +92,000 +3%
AWM
1812
AllSquare Wealth Management
New York
$132K +$20K +415 +18%
TAM
1813
Trust Asset Management
Texas
$126K – – –
CHP
1814
Cable Hill Partners
Oregon
$125K -$26.6K -548 -18%
ACM
1815
Armbruster Capital Management
New York
$122K -$90.4K -1,870 -43%
CFN
1816
Cordasco Financial Network
Florida
$121K – – –
AOWM
1817
Alpha Omega Wealth Management
Virginia
$115K +$24.4K +504 +27%
SGAM
1818
Smith Group Asset Management
Texas
$113K +$2.42K +50 +2%
BCI
1819
Brinker Capital Investments
Pennsylvania
$112K -$869 -18 -0.8%
TCCM
1820
Timber Creek Capital Management
Massachusetts
$112K – – –
CWM
1821
Cedar Wealth Management
California
$107K +$95.8K +1,985 +856%
MCA
1822
Mercer Capital Advisers
New Jersey
$105K +$194 +4 +0.2%
NCM
1823
Nelson Capital Management
California
$101K – – –
BAM
1824
Brave Asset Management
New Jersey
$100K – – –
IWC
1825
Integrated Wealth Counsel
California
$99K +$50.6K +1,045 +105%
71 72
73
74 75