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Wells Fargo
WFC

Overview Fund Activity

1,895 hedge funds and large institutions have $184B invested in Wells Fargo in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 914 increasing their positions, 688 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
–
Holders Change %
0%
% of All Funds
50.57%
Holding in Top 10
280
Holding in Top 10 Change
-121
Holding in Top 10 Change %
-30.17%
% of All Funds
7.47%
New
111
Increased
914
Reduced
688
Closed
90
Calls
$1.21B
Puts
$1.28B
Net Calls
-$70.3M
Net Calls Change
+$203M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$513M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$346M
3
Goldman Sachs
Goldman Sachs
New York
+$291M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$277M
5
SOMRS
State of Michigan Retirement System
Michigan
+$251M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.7B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$536M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$397M
5
Barclays
Barclays
United Kingdom
-$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$91.7M -$14.1M -292,412 -13%
MA
202
Marshfield Associates
District of Columbia
$91.6M -$254K -5,260 -0.3%
HI
203
Honeywell International
North Carolina
$91M +$48.1M +995,400 +112%
FI
204
Focused Investors
California
$90.8M -$1.8M -37,300 -2%
HFS
205
HL Financial Services
Kentucky
$90.3M +$4.9M +101,292 +6%
FPP
206
Findlay Park Partners
United Kingdom
$89.5M -$35.1M -725,247 -28%
PIA
207
Piedmont Investment Advisors
North Carolina
$89.5M +$2.52M +52,045 +3%
AIG
208
American International Group
New York
$88.2M -$1.42M -29,442 -2%
TAM
209
Troy Asset Management
United Kingdom
$87.1M +$76.8M +1,587,500 +744%
AG
210
Aperio Group
California
$86.6M -$35.4K -732 -0%
EAM
211
Eagle Asset Management
Florida
$86.3M +$1.63M +33,781 +2%
Fayez Sarofim & Co
212
Fayez Sarofim & Co
Texas
$86.2M -$1.1M -22,694 -1%
NIMC
213
NWQ Investment Management Company
California
$85.3M -$2.6M -53,675 -3%
AAI
214
American Assets Inc
California
$84.7M – – –
CM
215
CS McKee
Pennsylvania
$84.2M -$9.1M -188,076 -10%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$84.1M +$342K +7,081 +0.4%
HP
217
Hikari Power
Japan
$83.2M – – –
BTS
218
BB&T Securities
Virginia
$81.7M +$16M +331,271 +24%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$81.4M +$5.3M +109,676 +7%
VRS
220
Virginia Retirement System
Virginia
$79.1M +$79.1M +1,636,640 New
AT
221
Alliance Trust
United Kingdom
$78.1M -$21.1M -435,800 -21%
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$77.8M +$1.13M +23,310 +1%
CCM
223
Check Capital Management
California
$77.5M -$1.75M -36,108 -2%
SDIC
224
South Dakota Investment Council
South Dakota
$77.2M -$1.95M -40,370 -2%
TPSF
225
Texas Permanent School Fund
Texas
$77.1M -$2.28M -47,127 -3%
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