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
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 %
FCBT
426
First Citizens Bank & Trust
North Carolina
$21.6M -$8.06K -157 -0%
OI
427
Oakbrook Investments
Illinois
$21.2M +$2.47M +48,100 +13%
ABC
428
Associated Banc-Corp
Wisconsin
$21M +$61K +1,187 +0.3%
DCM
429
Donaldson Capital Management
Indiana
$20.7M -$138K -2,688 -0.7%
OWP
430
Obermeyer Wealth Partners
Colorado
$20.7M -$729K -14,200 -3%
RJFSA
431
Raymond James Financial Services Advisors
Florida
$20.7M +$13.8M +269,650 +203%
BHIA
432
Birch Hill Investment Advisors
Massachusetts
$20.6M -$49.2K -958 -0.2%
RMDI
433
R.M. Davis Inc
Maine
$20.5M +$466K +9,075 +2%
EA
434
Echinus Advisors
New York
$20.5M +$1.54M +30,000 +8%
ST
435
Sabal Trust
Florida
$20.5M +$600K +11,687 +3%
SL
436
Summitry LLC
California
$20.4M +$72.1K +1,405 +0.4%
SC
437
Scotia Capital
Ontario, Canada
$20.2M -$993K -19,339 -5%
HCM
438
Hutchinson Capital Management
California
$20.1M -$265K -5,166 -1%
OA
439
Oak Associates
Ohio
$20.1M +$6.62M +128,888 +49%
OAM
440
Origin Asset Management
United Kingdom
$20.1M -$700K -13,630 -3%
GC
441
Guardian Capital
Ontario, Canada
$19.9M +$873K +17,005 +5%
MNA
442
Manning & Napier Advisors
New York
$19.9M -$1.77M -34,399 -8%
PMAM
443
Picton Mahoney Asset Management
Ontario, Canada
$19.8M -$277K -5,400 -1%
AAF
444
Andra AP-fonden
Sweden
$19.8M +$2.16M +42,000 +12%
PL
445
Perpetual Ltd
Australia
$19.7M -$2.8M -54,454 -12%
RC
446
Randolph Company
Ohio
$19.7M +$1.93M +37,563 +11%
PP
447
Palladium Partners
Virginia
$19.6M +$427K +8,309 +2%
JVBC
448
J.V. Bruni & Co
Colorado
$19.6M -$174K -3,398 -0.9%
BA
449
Boston Advisors
Massachusetts
$19.5M -$137K -2,669 -0.7%
CIM
450
Confluence Investment Management
Missouri
$19.5M +$2.46M +47,814 +14%
16 17
18
19 20