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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 %
ECM
1901
Element Capital Management
New York
– -$13M -274,803 Closed
KWILP
1902
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$10.5M -222,356 Closed
MCM
1903
McKinley Capital Management
Alaska
– -$10.4M -219,520 Closed
ZA
1904
Zweig Advisers
Connecticut
– -$10.5M -218,000 Closed
EA
1905
Euclid Advisors
Connecticut
– -$10.2M -215,050 Closed
MLL
1906
Moody Lynn & Lieberson
Massachusetts
– -$8.6M -181,716 Closed
RBA
1907
Richard Bernstein Advisors
New York
– -$8.4M -177,536 Closed
WAM
1908
Wilsey Asset Management
California
– -$7.89M -166,717 Closed
HCMNY
1909
Howard Capital Management (New York)
New York
– -$7.68M -162,242 Closed
WAM
1910
Wallington Asset Management
Indiana
– -$7.51M -158,633 Closed
MCM
1911
Maltese Capital Management
New York
– -$7.1M -150,000 Closed
JMFC
1912
J.M. Forbes & Co
Massachusetts
– -$6.62M -139,972 Closed
UOC
1913
UBS O'Connor
Illinois
– -$6.11M -129,032 Closed
Marshall Wace
1914
Marshall Wace
United Kingdom
– -$6.03M -127,289 Closed
CAM
1915
Centre Asset Management
New York
– -$6.01M -126,978 Closed
AC
1916
Ascend Capital
California
– -$5.97M -126,156 Closed
11A
1917
10-15 Associates
New York
– -$4.62M -97,625 Closed
MSR
1918
Main Street Research
Connecticut
– -$4.12M -86,977 Closed
GF
1919
Goodman Financial
Texas
– -$4.05M -85,639 Closed
WCA
1920
Waratah Capital Advisors
Ontario, Canada
– -$3.99M -84,390 Closed
SCA
1921
Stieven Capital Advisors
Missouri
– -$3.74M -79,000 Closed
CIM
1922
Corda Investment Management
Texas
– -$3.61M -76,177 Closed
FNBOMD
1923
First National Bank of Mount Dora
Florida
– -$3.44M -72,597 Closed
SI
1924
Sprott Inc
Ontario, Canada
– -$3.41M -72,100 Closed
SIA
1925
SeaBridge Investment Advisors
New Jersey
– -$3.26M -68,815 Closed
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