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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$22.7B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.6B +$296M +6,247,583 +2%
State Street
3
State Street
Massachusetts
$8.83B -$259M -5,466,195 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$6.13B -$85.6M -1,808,145 -1%
BIT
5
BlackRock Institutional Trust
California
$5.8B -$70M -1,478,978 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.77B -$188M -3,976,837 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$4.74B +$224M +4,739,348 +5%
Capital World Investors
8
Capital World Investors
California
$4.31B -$1.16B -24,567,700 -21%
Dodge & Cox
9
Dodge & Cox
California
$3.2B -$13M -274,217 -0.4%
Northern Trust
10
Northern Trust
Illinois
$2.82B -$12.1M -255,724 -0.4%
Bank of America
11
Bank of America
North Carolina
$2.61B -$23M -485,648 -0.9%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$2.6B – – –
BFA
13
BlackRock Fund Advisors
California
$2.52B -$226M -4,769,146 -8%
Norges Bank
14
Norges Bank
Norway
$2.47B +$70.8M +1,496,824 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.24B -$66.2M -1,399,190 -3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$2.23B -$213M -4,507,735 -9%
BG
17
BlackRock Group
United Kingdom
$1.92B -$15.4M -324,859 -0.8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.83B -$18.7M -395,315 -1%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.79B -$41M -866,558 -2%
Franklin Resources
20
Franklin Resources
California
$1.44B +$8.7M +183,781 +0.6%
TCIM
21
TIAA CREF Investment Management
New York
$1.41B +$38.3M +810,161 +3%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$1.35B -$208M -4,401,300 -13%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.34B -$184M -3,889,369 -12%
Harris Associates
24
Harris Associates
Illinois
$1.29B -$120M -2,538,266 -9%
BA
25
BlackRock Advisors
Delaware
$1.18B -$55.6M -1,175,780 -5%
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