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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 %
UCFA
526
United Capital Financial Advisors
Texas
$14M +$1.52M +29,637 +12%
WIC
527
Willis Investment Counsel
Georgia
$13.8M -$508K -9,900 -4%
EDRAMF
528
Edmond de Rothschild Asset Management (France)
France
$13.8M – – –
SBH
529
Segall Bryant & Hamill
Illinois
$13.8M +$3.43M +66,867 +33%
TAM
530
Trillium Asset Management
Massachusetts
$13.8M +$1.06M +20,581 +8%
PA
531
Pinnacle Associates
New York
$13.8M +$487K +9,475 +4%
CTI
532
Community Trust & Investment
Kentucky
$13.6M +$107K +2,088 +0.8%
NPPM
533
North Point Portfolio Managers
Ohio
$13.4M +$29.9K +583 +0.2%
WJA
534
Williams Jones & Associates
New York
$13.4M +$32K +623 +0.2%
TIP
535
Torray Investment Partners
Maryland
$13.4M – – –
SC
536
Spindletop Capital
New York
$13.4M -$2.31M -45,000 -15%
CONA
537
Capital One National Association
New York
$13.2M +$260K +5,068 +2%
VFAM
538
Valley Forge Asset Management
Pennsylvania
$13.2M -$520K -10,125 -4%
BB
539
Busey Bank
Illinois
$13.2M +$13.7K +266 +0.1%
UFG
540
United Fire Group
Iowa
$13.1M – – –
FFIC
541
First Fiduciary Investment Counsel
Ohio
$13M +$1.94M +37,789 +18%
GAM
542
Gotham Asset Management
New York
$13M -$2.5M -120,297 -16%
GIM
543
Greylin Investment Management
Virginia
$12.9M -$711K -13,850 -5%
CA
544
CapWealth Advisors
Tennessee
$12.9M -$67.7K -1,319 -0.5%
QAM
545
QCI Asset Management
New York
$12.9M -$20.6K -402 -0.2%
CCMG
546
Clark Capital Management Group
Pennsylvania
$12.9M -$572K -11,131 -4%
PMG
547
Private Management Group
California
$12.8M -$6.61M -128,650 -34%
RG
548
Rathbones Group
United Kingdom
$12.8M +$2.5M +48,642 +24%
MIM
549
Manitou Investment Management
Ontario, Canada
$12.8M +$12.8M +248,690 New
GMI
550
Greystone Managed Investments
Saskatchewan, Canada
$12.8M -$9.46M -184,318 -43%
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