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Wells Fargo
WFC

Overview Fund Activity

1,884 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 763 increasing their positions, 820 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,884
Holders Change
-7
Holders Change %
-0.37%
% of All Funds
50.35%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
5.29%
New
127
Increased
763
Reduced
820
Closed
114
Calls
$1.54B
Puts
$2.34B
Net Calls
-$798M
Net Calls Change
-$424M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$440M
2
Morgan Stanley
Morgan Stanley
New York
+$334M
3
State Street
State Street
Massachusetts
+$325M
4
Parnassus Investments
Parnassus Investments
California
+$252M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$244M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.07B
2
Bank of America
Bank of America
North Carolina
-$344M
3
Lazard Asset Management
Lazard Asset Management
New York
-$273M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$207M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1876
Wealthcare Capital Management
Virginia
$5K – – –
KLWA
1877
Kelly Lawrence W & Associates
California
$4K -$15K -338 -79%
RBC
1878
Roble Belko & Company
Pennsylvania
$2K – – –
AA
1879
AlphaMark Advisors
Kentucky
$2K – – –
FNB
1880
Farmers National Bank
Kentucky
$1.35K +$272 +6,148 +25%
LCS
1881
Levin Capital Strategies
New York
$1.14K +$576 +13,000 +101%
TWMP
1882
Taylor Wealth Management Partners
Massachusetts
$1K – – –
LWA
1883
Lowe Wealth Advisors
Maryland
$1K – – –
CPA
1884
Cowen Prime Advisors
New York
$1K – – –
WDL
1885
Well Done LLC
Michigan
$450 -$177 -4,000 -28%
SBL
1886
Sargent Bickham Lagudis
Colorado
$389 -$10.2K -7,406 -96%
GE
1887
General Electric
Ohio
– -$147M -3,096,394 Closed
CCM
1888
Causeway Capital Management
California
– -$92.1M -1,701,720 Closed
Alyeska Investment Group
1889
Alyeska Investment Group
Illinois
– -$77.9M -1,645,010 Closed
LPU
1890
Lansdowne Partners (UK)
United Kingdom
– -$36.1M -762,880 Closed
TAM
1891
Todd Asset Management
Kentucky
– -$34.3M -724,018 Closed
AAM
1892
AMI Asset Management
California
– -$30.1M -635,102 Closed
Voloridge Investment Management
1893
Voloridge Investment Management
Florida
– -$29M -612,721 Closed
PMAM
1894
Picton Mahoney Asset Management
Ontario, Canada
– -$24.1M -508,350 Closed
HHC
1895
Hutchin Hill Capital
New York
– -$23.7M -500,000 Closed
CIM
1896
Confluence Investment Management
Missouri
– -$22.1M -466,500 Closed
WPL
1897
WINDACRE PARTNERSHIP LLC
Texas
– -$20.2M -426,000 Closed
MG
1898
Meritage Group
California
– -$18.9M -400,100 Closed
HCM
1899
Heathbridge Capital Management
Ontario, Canada
– -$18.7M -399,950 Closed
RC
1900
Randolph Company
Ohio
– -$18.5M -389,811 Closed
74 75
76
77 78