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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 %
BOS
726
Bingham Osborn & Scarborough
California
$6.4M -$616K -11,996 -9%
NP
727
NS Partners
United Kingdom
$6.4M -$133K -2,588 -2%
PWAG
728
Polaris Wealth Advisory Group
California
$6.35M +$1.06M +20,549 +20%
PAG
729
Private Advisor Group
New Jersey
$6.32M +$885K +17,235 +16%
MHIC
730
Marble Harbor Investment Counsel
Massachusetts
$6.32M -$117K -2,280 -2%
BPM
731
Bowling Portfolio Management
Ohio
$6.23M -$118K -2,306 -2%
OWD
732
Osborn Williams & Donohoe
Ohio
$6.18M -$18.8K -366 -0.3%
FAB
733
First American Bank
Illinois
$6.14M -$2.65M -51,549 -30%
MPWT
734
MassMutual Private Wealth & Trust
Connecticut
$6.12M +$439K +8,473 +8%
MA
735
Montag & Associates
Georgia
$6.08M +$305K +5,935 +5%
FMII
736
Farmers & Merchants Investments Inc
Nebraska
$6.07M +$125K +2,430 +2%
SCM
737
Schnieders Capital Management
California
$6.03M -$60.9K -1,187 -1%
MIM
738
Marco Investment Management
Georgia
$6.02M -$20.5K -400 -0.3%
FMBTD
739
First Midwest Bank Trust Division
Illinois
$6.01M +$9.96K +194 +0.2%
AF
740
Arrow Financial
New York
$5.97M +$221K +4,295 +4%
AC
741
AFAM Capital
Texas
$5.95M +$50.7K +988 +0.9%
WS
742
Wedbush Securities
California
$5.95M +$151K +2,949 +3%
ACM
743
Aquamarine Capital Management
New York
$5.91M – – –
PBT
744
Pictet Bank & Trust
Bahamas
$5.83M +$2.54M +49,500 +77%
GP
745
GLG Partners
United Kingdom
$5.82M -$953K -18,569 -14%
CANC
746
Culbertson A N & Co
Virginia
$5.81M +$67.3K +1,311 +1%
EWM
747
Endurance Wealth Management
Rhode Island
$5.79M -$74.8K -1,433 -1%
IA
748
Icon Advisers
Colorado
$5.78M -$375K -7,300 -6%
1SB
749
1ST Source Bank
Indiana
$5.75M +$1.99M +38,679 +53%
JIM
750
Jupiter Investment Management
United Kingdom
$5.75M +$7.34K +143 +0.1%
28 29
30
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