WFC icon

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 %
IP
1951
Investment Partners
Ohio
– -$312K -5,743 Closed
RIA
1952
Regal Investment Advisors
Michigan
– -$273K -5,640 Closed
DK
1953
Darrell & King
Virginia
– -$251K -5,182 Closed
TA
1954
Teton Advisors
New York
– -$242K -5,000 Closed
VAM
1955
Visionary Asset Management
Texas
– -$238K -4,913 Closed
REMPR
1956
Roof Eidam Maycock Peralta (REMP)
California
– -$227K -4,685 Closed
CC
1957
Cornerstone Capital
California
– -$223K -4,605 Closed
GS
1958
GAM Systematic
United Kingdom
– -$222K -4,584 Closed
CAM
1959
CG Asset Management
New York
– -$220K -4,546 Closed
VFP
1960
Verus Financial Partners
Virginia
– -$219K -4,528 Closed
PAG
1961
Pinnacle Advisory Group
Maryland
– -$211K -4,379 Closed
MPM
1962
Meritage Portfolio Management
Kansas
– -$206K -4,258 Closed
CFA
1963
Cahill Financial Advisors
Minnesota
– -$206K -4,255 Closed
PHK
1964
Point72 Hong Kong
Hong Kong
– -$184K -3,800 Closed
SLF
1965
Sun Life Financial
Ontario, Canada
– -$93.1K -1,925 Closed
UFA
1966
US Financial Advisors
Massachusetts
– -$68K -1,398 Closed
DLHL
1967
Donald L. Hagan LLC
Florida
– -$48K -1,000 Closed
RCG
1968
Ruggie Capital Group
Florida
– -$15K -310 Closed
SMG
1969
Spectrum Management Group
Indiana
– -$14K -290 Closed
MFT
1970
Moisand Fitzgerald Tamayo
Florida
– -$4K -91 Closed
CIM
1971
Contravisory Investment Management
Massachusetts
– -$2K -37 Closed
AWMS
1972
Advocacy Wealth Management Services
Georgia
– -$1K -18 Closed
75 76 77 78
79