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

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$83.6M
2
Capital World Investors
Capital World Investors
California
$4.31B
3
LPU
Lansdowne Partners (UK)
United Kingdom
$36.1M
4
Boston Partners
Boston Partners
Massachusetts
$181M
5
State Street
State Street
Massachusetts
$8.83B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCI
201
McDonald Capital Investors
California
$94.6M +$662K +13,989 +0.7%
GAM
202
GVO Asset Management
Switzerland
$94M – – –
HI
203
Honeywell International
North Carolina
$93.3M +$4.32M +91,200 +5%
CCM
204
Causeway Capital Management
California
$92.1M -$19.5M -359,257 -17%
HFS
205
HL Financial Services
Kentucky
$91M +$2.57M +54,319 +3%
MA
206
Marshfield Associates
District of Columbia
$89.2M -$394K -8,330 -0.4%
PIA
207
Piedmont Investment Advisors
North Carolina
$88.6M +$1.03M +21,815 +1%
SCM
208
Smead Capital Management
Arizona
$88.1M -$5.42M -114,437 -6%
JPMPWA
209
J.P. Morgan Private Wealth Advisors
California
$88.1M -$1.7M -35,843 -2%
FPP
210
Findlay Park Partners
United Kingdom
$87.6M – – –
FI
211
Focused Investors
California
$87.4M -$1.46M -30,900 -2%
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$87.3M -$109M -2,308,808 -56%
TAM
213
Troy Asset Management
United Kingdom
$85.4M +$142K +3,000 +0.2%
EAM
214
Eagle Asset Management
Florida
$85M +$545K +11,509 +0.6%
Baird Financial Group
215
Baird Financial Group
Wisconsin
$84.9M +$4.78M +100,394 +6%
RRAM
216
River Road Asset Management
Kentucky
$84.5M -$21.2M -447,439 -20%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$84.1M +$50.1M +1,058,022 +147%
BTS
218
BB&T Securities
Virginia
$83.9M +$3.91M +82,703 +5%
Royal London Asset Management
219
Royal London Asset Management
United Kingdom
$83.6M -$2.77B -58,530,841 -97%
AAI
220
American Assets Inc
California
$82.9M – – –
CI
221
Cambiar Investors
Colorado
$82.6M +$82.6M +1,746,204 New
HP
222
Hikari Power
Japan
$81.8M +$450K +9,500 +0.6%
Fayez Sarofim & Co
223
Fayez Sarofim & Co
Texas
$81.6M -$2.56M -54,265 -3%
AG
224
Aperio Group
California
$80.7M -$4.09M -86,419 -5%
GT
225
Glenmede Trust
Pennsylvania
$80.2M -$16.5M -347,684 -17%
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