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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 %
PGFC
751
Peapack-Gladstone Financial Corp
New Jersey
$5.75M +$88.5K +1,724 +2%
PPCM
752
Pillar Pacific Capital Management
California
$5.72M +$104K +2,026 +2%
DBG
753
De Burlo Group
Massachusetts
$5.72M -$496K -9,665 -8%
PMG
754
ProVise Management Group
Florida
$5.71M +$501K +9,757 +10%
PC
755
Pecaut & Co
Iowa
$5.7M +$92.4K +1,800 +2%
CTC
756
Central Trust Company
Missouri
$5.69M +$140K +2,729 +3%
FG
757
FSI Group
Ohio
$5.68M +$5.68M +110,553 New
FSA
758
Franklin Street Advisors
North Carolina
$5.66M +$161K +3,136 +3%
LI
759
Lafayette Investments
Maryland
$5.65M +$411 +8 +0%
FCI
760
Financial Counselors Inc
Kansas
$5.61M +$234K +4,563 +4%
MBI
761
Montrusco Bolton Investments
Quebec, Canada
$5.56M -$102K -1,986 -2%
LBC
762
Lowe Brockenbrough & Co
Virginia
$5.55M -$336K -6,550 -6%
1IA
763
1834 Investment Advisors
Wisconsin
$5.51M +$121K +2,355 +2%
EAM
764
EULAV Asset Management
Florida
$5.44M +$195K +3,800 +4%
PVH
765
Psagot Value Holdings
Israel
$5.44M +$1.41M +27,400 +35%
FAT
766
First American Trust
California
$5.41M -$9.96K -194 -0.2%
BMO
767
Beck Mack & Oliver
New York
$5.4M -$237K -4,617 -4%
CCM
768
Catawba Capital Management
Virginia
$5.36M -$53.9K -1,050 -1%
AHB
769
Abner Herrman & Brock
New Jersey
$5.3M +$48K +920 +0.9%
BTNA
770
Bremer Trust National Association
Minnesota
$5.27M -$110K -2,144 -2%
PTC
771
Private Trust Company
Ohio
$5.22M +$393K +7,653 +8%
SFG
772
Sather Financial Group
Texas
$5.21M +$417K +8,112 +9%
SHGA
773
Sand Hill Global Advisors
California
$5.19M +$233K +4,542 +5%
PS
774
Pensionfund Sabic
Netherlands
$5.18M +$2.08M +40,600 +67%
CI
775
Constellation Investments
Ohio
$5.16M -$10.3K -200 -0.2%
29 30
31
32 33