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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 %
AT
1876
Arden Trust
Delaware
$9.91K -$312 -6,591 -3%
CP
1877
Corbenic Partners
Pennsylvania
$9K -$30.3K -674 -77%
WAP
1878
Wealthcare Advisory Partners
Pennsylvania
$9K +$9K +190 New
DSN
1879
D. Scott Neal
Kentucky
$8K – – –
JAM
1880
Jolley Asset Management
North Carolina
$7K +$2.33K +50 +50%
WCM
1881
Wealthcare Capital Management
Virginia
$5K -$54.4K -1,251 -92%
AA
1882
AlphaMark Advisors
Kentucky
$3K – – –
MDCM
1883
Morgan Dempsey Capital Management
Wisconsin
$3K +$3K +62 New
RBC
1884
Roble Belko & Company
Pennsylvania
$2K – – –
LWA
1885
Lowe Wealth Advisors
Maryland
$2K +$2K +33 New
CAM
1886
ClariVest Asset Management
California
$1K -$588K -7,638 -100%
BCMIO
1887
Beacon Capital Management Inc (Ohio)
Ohio
$1K -$5.26K -100 -84%
TWMP
1888
Taylor Wealth Management Partners
Massachusetts
$1K – – –
CPA
1889
Cowen Prime Advisors
New York
$1K +$50 +1 +5%
FHC
1890
First Heartland Consultants
Missouri
$918 +$91 +1,916 +11%
PRCM
1891
Pine River Capital Management
Minnesota
$862 +$862 +18,222 New
CCM
1892
Cutler Capital Management
Massachusetts
$573 – – –
AWE
1893
Avidian Wealth Enterprises
Texas
$260 -$12 -247 -4%
JFL
1894
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$148M -3,055,875 Closed
GA
1895
Greenhaven Associates
New York
– -$56.4M -1,166,104 Closed
RCIM
1896
Russell Clark Investment Management
United Kingdom
– -$51.6M -1,066,000 Closed
OCAM
1897
Onex Canada Asset Management
Ontario, Canada
– -$40.1M -828,460 Closed
MMH
1898
Menora Mivtachim Holdings
Israel
– -$33.4M -690,155 Closed
C
1899
Consulta
United Kingdom
– -$29.3M -605,000 Closed
QC
1900
Quadrature Capital
United Kingdom
– -$19.4M -400,306 Closed
74 75
76
77 78