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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
1
Parnassus Investments
California
$579M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.6B
3
IC
3
Institutional Capital
Illinois
$263M
4
RCG
4
Ruane, Cunniff & Goldfarb
New York
$248M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.74B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$83.6M
2
Capital World Investors
2
Capital World Investors
California
$4.31B
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$36.1M
4
Boston Partners
4
Boston Partners
Massachusetts
$181M
5
State Street
5
State Street
Massachusetts
$8.83B
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1926
Handelsinvest Investeringsforvaltning
Denmark
– -$1.12M -23,100 Closed
EIM
1927
Essex Investment Management
Massachusetts
– -$1.1M -22,719 Closed
MWM
1928
Modera Wealth Management
New Jersey
– -$1.02M -21,083 Closed
PFM
1929
Premier Fund Managers
United Kingdom
– -$1.02M -21,000 Closed
DTL
1930
Dynamic Technology Lab
Singapore
– -$873K -18,062 Closed
IC
1931
IKOS CIF
Cyprus
– -$784K -16,988 Closed
EP
1932
Edgestream Partners
New Jersey
– -$812K -16,790 Closed
HMC
1933
Harvard Management Company
Massachusetts
– -$705K -14,575 Closed
PNAA
1934
Pictet North America Advisors
Switzerland
– -$695K -14,370 Closed
Verition Fund Management
1935
Verition Fund Management
Connecticut
– -$655K -13,551 Closed
TG
1936
TLP Group
Illinois
– -$619K -12,800 Closed
FBT
1937
First Bankers Trust
Kentucky
– -$578K -11,955 Closed
HTHT
1938
Hemenway Trust Hemenway Trust
New Hampshire
– -$535K -11,072 Closed
SRCM
1939
Sterling Ridge Capital Management
New York
– -$534K -11,040 Closed
ACC
1940
Accident Compensation Corp
New Zealand
– -$484K -10,000 Closed
LMIM
1941
Lockheed Martin Investment Management
Maryland
– -$411K -8,500 Closed
JT
1942
Jump Trading
Illinois
– -$370K -7,643 Closed
TCM
1943
Tegean Capital Management
New York
– -$339K -7,000 Closed
DW
1944
Domani Wealth
Pennsylvania
– -$331K -6,891 Closed
SLT
1945
St Louis Trust
Missouri
– -$308K -6,380 Closed
CF
1946
Corrigan Financial
Rhode Island
– -$303K -6,262 Closed
VNA
1947
VNBTrust National Association
Virginia
– -$296K -6,122 Closed
CPS
1948
Counsel Portfolio Services
Ontario, Canada
– -$295K -6,100 Closed
SPWA
1949
SteelBridge Private Wealth Advisors
Florida
– -$291K -6,012 Closed
ICM
1950
IMS Capital Management
Oregon
– -$283K -5,846 Closed
75 76 77
78
79