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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
1
Franklin Resources
California
$1.79B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.37B
3
State Street
3
State Street
Massachusetts
$8.59B
4
Parnassus Investments
4
Parnassus Investments
California
$794M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$13B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.66B
2
Bank of America
2
Bank of America
North Carolina
$2.1B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$25M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$5.61M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
176
Haverford Trust Company
Pennsylvania
$103M +$10.4M +235,497 +11%
RFC
177
Regions Financial Corp
Alabama
$102M +$1.08M +24,427 +1%
CGT
178
Capital Guardian Trust
California
$101M -$15.1M -340,644 -13%
JHC
179
JFB Holdings Corp
Georgia
$99.7M -$3.81M -85,949 -4%
B
180
BloombergSen
Ontario, Canada
$98.9M – – –
SP
181
Sarasin & Partners
United Kingdom
$97.9M +$36M +813,072 +58%
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$97.5M +$1.5M +33,901 +2%
DC
183
Davenport & Co
Virginia
$97.4M -$1.09M -24,661 -1%
CB
184
Cooke & Bieler
Pennsylvania
$95.8M +$489K +11,050 +0.5%
PAM
185
Panagora Asset Management
Massachusetts
$94.9M -$5.46M -123,389 -5%
YAM
186
Yacktman Asset Management
Texas
$94.6M +$346K +7,809 +0.4%
KeyBank National Association
187
KeyBank National Association
Ohio
$94.2M -$2.51M -56,710 -3%
SB
188
Suntrust Banks
Georgia
$94.1M -$673K -15,194 -0.7%
MCI
189
McDonald Capital Investors
California
$93.9M +$5.38M +121,430 +6%
FMI
190
Factory Mutual Insurance
Massachusetts
$93.8M -$1.2M -27,000 -1%
RFS
191
Rockefeller Financial Services
New York
$93.5M -$9.06M -204,656 -9%
GT
192
Glenmede Trust
Pennsylvania
$92.4M +$17.3M +391,686 +23%
TGCM
193
Tukman Grossman Capital Management
California
$92.3M -$31.3M -707,300 -25%
Axa
194
Axa
France
$91.9M -$6.94M -156,639 -7%
BNP Paribas Asset Management
195
BNP Paribas Asset Management
France
$91.8M -$32.3M -730,212 -26%
BPC
196
Banque Pictet & Cie
Switzerland
$90.9M -$2.32M -52,422 -2%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$88.6M -$21.3M -481,376 -19%
HFS
198
HL Financial Services
Kentucky
$86.1M +$1M +22,661 +1%
Luther King Capital Management (LKCM)
199
Luther King Capital Management (LKCM)
Texas
$85.7M -$69M -1,558,911 -45%
BTS
200
BB&T Securities
Virginia
$84.6M +$6.12M +138,318 +8%
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