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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 %
DOA
1876
D'Orazio & Associates
Virginia
$14K +$2.33K +50 +20%
HW
1877
Hancock Whitney
Mississippi
$13.7K -$139 -2,881 -1%
TRCT
1878
Tower Research Capital (TRC)
New York
$13K +$11.3K +232 +644%
TIM
1879
Tortoise Investment Management
New York
$10K -$8.25K -165 -45%
SA
1880
SRH Advisors
Kansas
$10K – – –
DSN
1881
D. Scott Neal
Kentucky
$9K – – –
KLWA
1882
Kelly Lawrence W & Associates
California
$8K – – –
BCMIO
1883
Beacon Capital Management Inc (Ohio)
Ohio
$6K -$4.03K -80 -40%
MIM
1884
Marco Investment Management
Georgia
$5.75K -$15 -300 -0.3%
EWM
1885
Endurance Wealth Management
Rhode Island
$5.61K +$60 +1,250 +1%
JAM
1886
Jolley Asset Management
North Carolina
$5K -$25K -500 -83%
OFS
1887
Orrstown Financial Services
Pennsylvania
$4K -$34.8K -704 -90%
MFT
1888
Moisand Fitzgerald Tamayo
Florida
$4K – – –
AA
1889
AlphaMark Advisors
Kentucky
$3K – – –
OCM
1890
One Capital Management
California
$2.39K -$2.23K -46,068 -48%
CIM
1891
Contravisory Investment Management
Massachusetts
$2K – – –
RBC
1892
Roble Belko & Company
Pennsylvania
$2K – – –
LP
1893
LMR Partners
United Kingdom
$1.42K +$1.42K +29,273 New
TWMP
1894
Taylor Wealth Management Partners
Massachusetts
$1K -$95K -1,900 -99%
AWMS
1895
Advocacy Wealth Management Services
Georgia
$1K -$20.1K -362 -95%
CPA
1896
Cowen Prime Advisors
New York
$1K – – –
IG
1897
ING Group
Netherlands
– -$52.2M -960,032 Closed
HHC
1898
Hutchin Hill Capital
New York
– -$46.2M -850,000 Closed
CRM
1899
Cramer Rosenthal McGlynn
Connecticut
– -$38.9M -716,270 Closed
PC
1900
PointState Capital
New York
– -$31.9M -586,775 Closed
74 75
76
77 78