WFC icon

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 %
SIA
326
Sit Investment Associates
Minnesota
$40.3M +$38.6M +752,550 +2,395%
TCM
327
Tetrem Capital Management
Manitoba, Canada
$39.1M -$4.31M -83,973 -10%
AI
328
Analytic Investors
California
$39M +$21.4M +416,725 +122%
RCM
329
Riverhead Capital Management
Delaware
$39M -$1.28M -24,832 -3%
VDBMI
330
Van Den Berg Management I
Texas
$38.9M -$3.28M -63,961 -8%
MIH
331
Madison Investment Holdings
Wisconsin
$38.3M +$4.41M +85,848 +13%
ELC
332
Edgar Lomax Company
Virginia
$38M -$1.31M -25,600 -3%
SBCM
333
Schwerin Boyle Capital Management
Massachusetts
$37.4M -$77K -1,500 -0.2%
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$37.2M +$463K +9,018 +1%
ALA
335
Atherton Lane Advisers
California
$37.1M +$1.67M +32,528 +5%
ADEF
336
Adams Diversified Equity Fund
Maryland
$36.9M – – –
DILH
337
Dai-ichi Life Holdings
Japan
$36.8M +$2.94M +57,262 +9%
CSIC
338
Clifford Swan Investment Counsel
California
$36.1M +$451K +8,779 +1%
BCM
339
Bridgeway Capital Management
Texas
$35.7M +$17.5K +340 +0%
HI
340
Honeywell International
North Carolina
$35.2M +$2.2M +42,800 +7%
GH
341
GAM Holding
Switzerland
$35.2M -$9.77M -190,324 -22%
SW
342
SVB Wealth
Massachusetts
$34.2M -$2.55M -49,585 -7%
DIA
343
Dana Investment Advisors
Wisconsin
$33.9M +$1.84M +35,767 +6%
AIA
344
Affinity Investment Advisors
California
$33.9M -$810K -15,777 -2%
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$33.6M +$2.13M +41,528 +7%
SCM
346
Shelton Capital Management
Colorado
$33.4M +$1.32M +25,656 +4%
MCM
347
McKinley Capital Management
Alaska
$33M -$110K -2,140 -0.3%
AAM
348
AMI Asset Management
California
$32.9M +$2.34M +45,637 +8%
ONB
349
Old National Bancorp
Indiana
$32.6M -$397K -7,727 -1%
OCAM
350
Onex Canada Asset Management
Ontario, Canada
$32.3M +$3.9M +101,760 +14%
12 13
14
15 16