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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 %
FMP
1851
Financial Management Professionals
Texas
$33K +$16.9K +334 +104%
AIC
1852
Ayalon Insurance Company
Israel
$32K – – –
BAM
1853
Bruderman Asset Management
New York
$30K -$2.87K -60 -9%
MWM
1854
MinichMacGregor Wealth Management
New York
$30K – – –
HDIM
1855
Hanson & Doremus Investment Management
Vermont
$28K -$6.02K -128 -18%
IP
1856
Isthmus Partners
Wisconsin
$28K – – –
SA
1857
SRH Advisors
Kansas
$28K +$18.7K +400 +200%
JIR
1858
James Investment Research
Ohio
$26K +$4.45K +93 +21%
RWG
1859
Regal Wealth Group
California
$24K – – –
LWA
1860
Lenox Wealth Advisors
New York
$22K – – –
WI
1861
Wintrust Investments
Illinois
$22K +$22K +13,139 New
DOA
1862
D'Orazio & Associates
Virginia
$21K +$6.98K +150 +50%
RFWA
1863
RPg Family Wealth Advisory
Massachusetts
$20K -$71.9K -1,519 -78%
Financial Engines Advisors
1864
Financial Engines Advisors
California
$20K -$3.07K -66 -13%
TCM
1865
TD Capital Management
Tennessee
$20K – – –
TIM
1866
Tortoise Investment Management
New York
$20K +$10.6K +225 +113%
KLWA
1867
Kelly Lawrence W & Associates
California
$20K +$12.1K +258 +152%
HCM
1868
Herndon Capital Management
Georgia
$20K +$20K +426 New
HCM
1869
Horrell Capital Management
Arkansas
$17K -$15.5K -319 -48%
CA
1870
Commerzbank Aktiengesellschaft
Germany
$15.5K -$440 -9,295 -3%
PFO
1871
Pathstone Family Office
New Jersey
$15K – – –
MUS
1872
Mitsubishi UFJ Securities
Japan
$14K -$14K -300 -50%
CAL
1873
Capital Advisors Ltd
Ohio
$13K – – –
CP
1874
Camelot Portfolios
Ohio
$13K +$833 +769 +7%
OFS
1875
Orrstown Financial Services
Pennsylvania
$11K +$7.14K +150 +185%
73 74
75
76 77