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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
+$1.27B
2
AllianceBernstein
AllianceBernstein
Tennessee
+$336M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$263M
4
B
BloombergSen
Ontario, Canada
+$231M
5
AIM
abrdn Investment Management
United Kingdom
+$219M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$817M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$529M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$364M
4
DSA
Davis Selected Advisers
Arizona
-$312M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$257M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
501
Archon Partners
New Jersey
$15.1M +$4.21M +82,000 +38%
BCM
502
Barometer Capital Management
Ontario, Canada
$15.1M -$21.7M -422,890 -59%
CCM
503
Cadence Capital Management
Massachusetts
$15.1M -$473K -9,202 -3%
TB
504
Terril Brothers
Missouri
$15M +$139K +2,712 +0.9%
ABTD
505
Arvest Bank Trust Division
Oklahoma
$15M +$347K +6,748 +2%
Cambridge Investment Research Advisors
506
Cambridge Investment Research Advisors
Iowa
$14.8M +$1M +19,546 +7%
KWILP
507
Kiwi Wealth Investments Limited Partnership
New Zealand
$14.8M -$372K -7,238 -2%
YL
508
YCG LLC
Texas
$14.8M -$7.86K -153 -0.1%
HCM
509
Howland Capital Management
Massachusetts
$14.8M +$725K +14,125 +5%
WTC
510
WhitTier Trust Company
Nevada
$14.8M +$288K +5,611 +2%
CII
511
Capital International Inc
California
$14.7M -$544K -10,600 -4%
LG
512
LaFleur & Godfrey
Michigan
$14.6M +$21.6K +420 +0.1%
EDRH
513
Edmond de Rothschild Holding
Switzerland
$14.6M -$509K -9,910 -3%
ACM
514
Azimuth Capital Management
Michigan
$14.5M +$2.6M +50,630 +22%
B
515
Barings
North Carolina
$14.5M -$3.31M -64,490 -19%
MFBTD
516
MB Financial Bank - Trust Department
Illinois
$14.5M +$2.47M +48,159 +21%
CCM
517
Covington Capital Management
California
$14.5M -$959K -18,683 -6%
ASA
518
Armstrong Shaw Associates
Connecticut
$14.5M -$15.7K -305 -0.1%
MI
519
Markston International
New York
$14.3M -$1.29M -25,048 -8%
CI
520
Cooper Investors
Australia
$14.3M -$1.86M -36,222 -12%
AMI
521
Amica Mutual Insurance
Rhode Island
$14.1M +$2.86M +55,699 +25%
RT
522
Rockland Trust
Massachusetts
$14.1M +$1.74M +33,791 +14%
HCM
523
Horan Capital Management
Maryland
$14.1M -$340K -6,624 -2%
ACM
524
Argent Capital Management
Missouri
$14M +$162K +3,162 +1%
AFG
525
American Financial Group
Ohio
$14M – – –
19 20
21
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