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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.2B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.9B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.86B
4
DSA
4
Davis Selected Advisers
Arizona
$1.54B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
301
Welch & Forbes
Massachusetts
$46.9M +$622K +12,112 +1%
IG
302
ING Group
Netherlands
$46.5M -$92.5M -1,803,693 -67%
TAM
303
Tiverton Asset Management
Delaware
$46.2M – – –
AAIM
304
American Assets Investment Management
California
$46M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
305
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46M -$9.51M -185,230 -17%
CRM
306
Cramer Rosenthal McGlynn
Connecticut
$45M +$20.9M +407,955 +87%
MIP
307
Mondrian Investment Partners
United Kingdom
$44.8M +$6.72M +130,871 +18%
AIMCA
308
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.8M +$22.5M +438,600 +101%
DL
309
Delta Lloyd
Netherlands
$44.2M -$5.43M -105,761 -11%
GLA
310
Great Lakes Advisors
Illinois
$43.7M +$3.59M +69,518 +9%
PC
311
Polar Capital
United Kingdom
$43.5M -$280K -5,445 -0.6%
Alyeska Investment Group
312
Alyeska Investment Group
Illinois
$43.2M +$6.72M +130,801 +18%
HighTower Advisors
313
HighTower Advisors
Illinois
$43.2M -$514K -10,010 -1%
URS
314
Utah Retirement Systems
Utah
$42.9M +$246K +4,800 +0.6%
KIG
315
Kovitz Investment Group
Illinois
$42.6M -$64.9K -1,264 -0.2%
Fidelity International
316
Fidelity International
Bermuda
$42.6M +$14.1M +274,214 +49%
TAM
317
Todd Asset Management
Kentucky
$42.5M -$1.22M -23,812 -3%
FWIA
318
Fort Washington Investment Advisors
Ohio
$42.2M +$35.1M +684,233 +501%
LPL Financial
319
LPL Financial
California
$41.7M +$4.9M +93,447 +13%
HP
320
Holowesko Partners
Bahamas
$41.5M – – –
CIM
321
Calvert Investment Management
Maryland
$41.3M -$3.17M -61,704 -7%
OPERF
322
Oregon Public Employees Retirement Fund
Oregon
$41.2M +$213K +4,140 +0.5%
AIA
323
Avalon Investment & Advisory
Texas
$41M +$1.68M +32,705 +4%
Connor, Clark & Lunn Investment Management (CC&L)
324
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40.8M +$10.1M +196,025 +33%
CTB
325
Country Trust Bank
Illinois
$40.4M +$293K +5,702 +0.7%
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