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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 %
FA
626
FDx Advisors
Illinois
$9.32M -$130K -2,538 -1%
BBI
627
Baxter Bros Inc
Connecticut
$9.28M – – –
AIU
628
Algebris Investments (UK)
United Kingdom
$9.27M +$5.14M +100,075 +124%
AC
629
Addenda Capital
Quebec, Canada
$9.23M -$159K -3,270 -2%
CIS
630
Connors Investor Services
Pennsylvania
$9.19M +$201K +3,917 +2%
BWP
631
Baldwin Wealth Partners
Massachusetts
$9.18M -$117K -2,280 -1%
BCM
632
Buckhead Capital Management
Georgia
$9.17M -$69.3K -1,350 -0.8%
GHA
633
GW Henssler & Associates
Georgia
$9.17M -$278K -5,406 -3%
TCOV
634
Trust Company of Vermont
Vermont
$9.05M +$303K +5,894 +3%
SIG
635
Schaller Investment Group
North Carolina
$9.04M -$162K -3,150 -2%
DY
636
Dowling & Yahnke
California
$8.97M +$407K +7,922 +5%
CIC
637
Cornercap Investment Counsel
Georgia
$8.94M -$63K -1,226 -0.7%
NMIMC
638
Northwestern Mutual Investment Management Company
Wisconsin
$8.91M +$154 +3 +0%
GCA
639
Guardian Capital Advisors
Ontario, Canada
$8.87M -$39.8K -790 -0.4%
CA
640
Cullinan Associates
Kentucky
$8.83M +$571K +11,115 +7%
NB
641
NBT Bank
New York
$8.81M -$323K -6,283 -4%
CW
642
Cobiz Wealth
Colorado
$8.74M +$39.9K +777 +0.5%
SI
643
Stephens Inc
Arkansas
$8.73M +$259K +5,040 +3%
MCM
644
McRae Capital Management
New Jersey
$8.72M -$138K -2,690 -2%
CA
645
Cornerstone Advisors
North Carolina
$8.72M +$2.46M +48,000 +39%
CIP
646
Chartwell Investment Partners
Pennsylvania
$8.72M – – –
SSA
647
South Street Advisors
New York
$8.71M +$300K +5,840 +4%
BONST
648
Bank of Nova Scotia Trust
Ontario, Canada
$8.66M +$416K +8,096 +5%
RBA
649
Richard Bernstein Advisors
New York
$8.64M +$749K +14,592 +9%
SCI
650
S&CO Inc
Massachusetts
$8.61M – – –
24 25
26
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