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Wells Fargo
WFC

Overview Fund Activity

1,824 hedge funds and large institutions have $200B invested in Wells Fargo in 2015 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 831 increasing their positions, 672 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,824
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
50.98%
Holding in Top 10
379
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.56%
% of All Funds
10.59%
New
74
Increased
831
Reduced
672
Closed
61
Calls
$1.63B
Puts
$1.63B
Net Calls
+$725K
Net Calls Change
+$331M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.72B
2
AllianceBernstein
AllianceBernstein
Tennessee
$2.07B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
4
B
BloombergSen
Ontario, Canada
$231M
5
AIM
abrdn Investment Management
United Kingdom
$572M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.9B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.86B
4
DSA
Davis Selected Advisers
Arizona
$1.54B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
251
Waverton Investment Management
United Kingdom
$66.8M +$2.03M +39,451 +3%
ECA
252
Endeavour Capital Advisors
Connecticut
$65.9M – – –
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$65.2M +$7.03M +136,405 +12%
RIG
254
Roosevelt Investment Group
New York
$64.9M -$959K -18,667 -1%
Envestnet Asset Management
255
Envestnet Asset Management
Illinois
$64.2M +$1.7M +33,088 +3%
BPC
256
Banque Pictet & Cie
Switzerland
$63.6M +$63.6M +1,238,498 New
SWITC
257
Stewart West Indies Trading Company
Colorado
$63.3M – – –
Public Sector Pension Investment Board (PSP Investments)
258
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$63.2M -$19.7M -382,900 -24%
BCM
259
Basswood Capital Management
New York
$62.4M – – –
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$62.1M -$5.6M -108,967 -8%
GA
261
Greenhaven Associates
New York
$61.9M -$30.8K -600 -0%
WIM
262
Weitz Investment Management
Nebraska
$61.9M -$1.52M -29,637 -2%
HIMCH
263
Hartford Investment Management Co (HIMCO)
Connecticut
$61.7M -$32.2K -627 -0.1%
FQ
264
First Quadrant
California
$61.1M -$1.51M -29,312 -2%
DFO
265
Duquesne Family Office
New York
$61.1M -$25.2M -490,500 -29%
HIM
266
Hermes Investment Management
United Kingdom
$60.7M +$2.6M +50,625 +4%
IRF
267
IBM Retirement Fund
New York
$59.5M -$207K -3,965 -0.3%
SFFS
268
Stonehage Fleming Financial Services
Jersey
$59.1M +$10.6M +207,138 +22%
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$59M – – –
AWCI
270
Alpine Woods Capital Investors
New York
$58.7M – – –
Janus Henderson Group
271
Janus Henderson Group
United Kingdom
$58.3M -$2.56M -49,847 -4%
CIC
272
Chilton Investment Company
Connecticut
$58.2M +$3.06M +59,496 +6%
CEP
273
Chicago Equity Partners
Illinois
$58.2M -$4.96M -96,680 -8%
CB
274
Commerce Bank
Missouri
$57.1M +$576K +11,224 +1%
ZIM
275
Zacks Investment Management
Illinois
$56.8M -$4.63M -90,083 -8%
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