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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 %
BAM
776
Burnham Asset Management
New York
$5.15M +$97.1K +1,890 +2%
NSEDCP
777
NJ State Employees Deferred Compensation Plan
New Jersey
$5.14M – – –
MG
778
Meritage Group
California
$5.14M +$5.14M +100,000 New
BHWM
779
Bar Harbor Wealth Management
New Hampshire
$5.12M -$247K -4,806 -5%
LIM
780
Leavell Investment Management
Alabama
$5.08M -$319K -6,218 -6%
ISB
781
Iowa State Bank
Iowa
$5.07M -$220K -4,285 -4%
BFA
782
Bragg Financial Advisors
North Carolina
$5.07M +$311K +6,057 +7%
NEI
783
Northwest & Ethical Investments
Ontario, Canada
$5.06M +$233K +4,545 +5%
LPC
784
Loeb Partners Corp
New York
$5.02M +$632K +12,300 +14%
IMOV
785
Investment Management of Virginia
Virginia
$5.01M -$23.6K -460 -0.5%
PAI
786
Pittenger & Anderson Inc
Nebraska
$5M -$18.5K -360 -0.4%
WAM
787
Weatherly Asset Management
California
$4.99M +$91.4K +1,781 +2%
SAM
788
Silvercrest Asset Management
New York
$4.98M -$1.5M -29,112 -23%
MAM
789
Mizuho Asset Management
Japan
$4.96M +$980K +19,078 +25%
RWM
790
RKL Wealth Management
Pennsylvania
$4.95M +$164K +3,185 +3%
DJSG
791
D.J. St. Germain
Massachusetts
$4.94M +$18.4K +358 +0.4%
SS
792
Sunbelt Securities
Texas
$4.92M +$330K +6,427 +7%
Capital Fund Management (CFM)
793
Capital Fund Management (CFM)
France
$4.9M +$4.9M +95,343 New
CIA
794
Choate Investment Advisors
Massachusetts
$4.85M +$186K +3,680 +4%
CA
795
Continental Advisors
Utah
$4.82M – – –
JWBC
796
J.W. Burns & Co
New York
$4.8M +$109K +2,113 +2%
EOJOAM
797
E. Ohman J:or Asset Management
Sweden
$4.79M -$329K -6,400 -6%
LA
798
Lynch & Associates
Indiana
$4.75M +$4.26K +83 +0.1%
WCM
799
Weik Capital Management
Pennsylvania
$4.74M +$8.99K +175 +0.2%
FLPIM
800
F.L. Putnam Investment Management
Massachusetts
$4.74M -$7.86K -153 -0.2%
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