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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$21.2B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$13B +$244M +5,501,109 +2%
State Street
3
State Street
Massachusetts
$8.59B +$325M +7,337,867 +4%
BIT
4
BlackRock Institutional Trust
California
$5.33B -$95.9M -2,165,744 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.2B -$194M -4,386,476 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.66B -$1.07B -24,175,313 -19%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$4.25B -$180M -4,059,248 -4%
Capital World Investors
8
Capital World Investors
California
$3.88B -$149M -3,358,386 -4%
Dodge & Cox
9
Dodge & Cox
California
$2.98B -$17.4M -392,621 -0.6%
Northern Trust
10
Northern Trust
Illinois
$2.66B +$20.5M +462,309 +0.8%
BFA
11
BlackRock Fund Advisors
California
$2.46B +$100M +2,257,567 +4%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$2.44B – – –
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$2.21B +$124M +2,806,275 +6%
Norges Bank
14
Norges Bank
Norway
$2.19B -$24.8M -585,879 -1%
Bank of America
15
Bank of America
North Carolina
$2.1B -$344M -7,778,146 -14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.03B -$62.7M -1,415,272 -3%
Franklin Resources
17
Franklin Resources
California
$1.79B +$440M +9,937,495 +33%
BG
18
BlackRock Group
United Kingdom
$1.78B -$22.3M -504,204 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.75B +$45.7M +1,033,090 +3%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.64B -$36.8M -831,029 -2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.41B +$146M +3,287,909 +12%
Morgan Stanley
22
Morgan Stanley
New York
$1.37B +$334M +7,535,323 +32%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.2B -$57.1M -1,288,863 -5%
DSA
24
Davis Selected Advisers
Arizona
$1.16B +$87M +1,965,806 +8%
Goldman Sachs
25
Goldman Sachs
New York
$1.16B +$90.6M +2,046,272 +9%
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