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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 %
CDH
601
Charles D. Hyman
$10.5M -$95.5K -1,860 -0.9%
MLL
602
Moody Lynn & Lieberson
Massachusetts
$10.5M -$237K -4,609 -2%
Victory Capital Management
603
Victory Capital Management
Texas
$10.5M -$1.48M -28,833 -12%
SLI
604
Sumitomo Life Insurance
Japan
$10.4M -$265K -5,170 -2%
JAM
605
JCIC Asset Management
Ontario, Canada
$10.4M -$1.44M -27,961 -12%
MHC
606
Meyer Handelman Company
New York
$10.4M -$20.5K -400 -0.2%
HFS
607
Haverford Financial Services
Pennsylvania
$10.3M -$20.5K -400 -0.2%
BUB
608
BBVA USA Bancshares
Texas
$10.2M -$256K -4,977 -2%
BPB
609
Badgley, Phelps & Bell
Washington
$10.2M -$103 -2 -0%
WAM
610
Winslow Asset Management
Ohio
$10.2M +$61.1K +1,190 +0.6%
IFB
611
iAB Financial Bank
Indiana
$10.1M +$198K +3,850 +2%
BIM
612
Bridges Investment Management
Nebraska
$10M – – –
BIC
613
Bridges Investment Counsel
Nebraska
$10M +$2.44M +43,357 +32%
SHA
614
Smith Hayes Advisers
Nebraska
$9.92M -$207K -4,029 -2%
DM
615
Delphi Management
Massachusetts
$9.89M -$272K -5,290 -3%
EA
616
Euclid Advisors
Connecticut
$9.65M +$4.84M +94,340 +101%
MSR
617
Main Street Research
Connecticut
$9.58M +$639K +11,794 +7%
PIM
618
Profit Investment Management
Maryland
$9.54M -$1.71M -33,262 -15%
BII
619
Bainco International Investors
Massachusetts
$9.48M +$214K +4,168 +2%
MC
620
Middleton & Co
Massachusetts
$9.47M +$135K +2,637 +1%
APFBOT
621
Amica Pension Fund Board of Trustees
Rhode Island
$9.46M +$2.5M +48,619 +36%
PAM
622
Palisade Asset Management
Minnesota
$9.44M +$6.08M +118,350 +181%
LM
623
Lincluden Management
Ontario, Canada
$9.41M -$791K -15,405 -8%
BPCE
624
Bank Pictet & Cie (Europe)
Germany
$9.38M +$9.38M +182,713 New
TTWM
625
TCV Trust & Wealth Management
Virginia
$9.34M +$4.72K +92 +0.1%
23 24
25
26 27