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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 %
CBOA
376
Commonwealth Bank of Australia
Australia
$29.9M -$241K -4,687 -0.8%
KIA
377
KCM Investment Advisors
California
$29.7M +$538K +10,481 +2%
ACM
378
Alta Capital Management
Utah
$29.6M +$642K +12,507 +2%
Janney Montgomery Scott
379
Janney Montgomery Scott
Pennsylvania
$29.2M +$1.53M +29,758 +6%
PC
380
PM Capital
Australia
$29M +$2.15M +41,951 +8%
MAA
381
Matrix Asset Advisors
New York
$29M -$559K -10,878 -2%
GC
382
Giverny Capital
Quebec, Canada
$29M -$3.57M -69,538 -11%
PP
383
PDT Partners
New York
$28.8M +$18.5M +360,238 +179%
TG
384
TCW Group
California
$28.6M +$800K +15,572 +3%
LTFS
385
Ladenburg Thalmann Financial Services
Florida
$28.2M +$2.18M +42,692 +8%
FFA
386
First Foundation Advisors
California
$27.6M +$671K +13,076 +2%
PSUF
387
People's United Financial
Connecticut
$27.6M +$456K +8,871 +2%
CAM
388
Capstone Asset Management
Texas
$27.1M +$6.77M +131,870 +33%
NMERB
389
New Mexico Educational Retirement Board
New Mexico
$27.1M +$1.62M +31,600 +6%
FWCM
390
Ferguson Wellman Capital Management
Oregon
$26.9M +$1.26M +24,547 +5%
ESBC
391
E.S. Barr & Co
Kentucky
$26.8M -$443K -8,618 -2%
BF
392
BOK Financial
Oklahoma
$26.7M +$3.36M +65,473 +14%
DCM
393
Dupont Capital Management
Delaware
$26.7M -$4.38M -85,349 -14%
GT
394
Greenleaf Trust
Michigan
$26.6M +$782K +15,229 +3%
OPCM
395
Osborne Partners Capital Management
California
$26.5M +$31K +604 +0.1%
CFB
396
Cullen/Frost Bankers
Texas
$26.4M +$650K +12,662 +3%
CIBC Asset Management
397
CIBC Asset Management
Ontario, Canada
$26.1M +$297K +5,781 +1%
MAM
398
Martingale Asset Management
Massachusetts
$26.1M -$2.3M -44,702 -8%
QI
399
QS Investors
New York
$25.9M -$4.22M -82,187 -14%
JAM
400
Jupiter Asset Management
United Kingdom
$25.9M -$4.36M -84,975 -14%
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