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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 %
ECM
801
Exchange Capital Management
Michigan
$4.73M +$331K +6,446 +8%
AIA
802
Alerus Investment Advisors
Minnesota
$4.72M -$532K -10,365 -10%
CIP
803
Convergence Investment Partners
Florida
$4.71M +$1.81M +35,215 +62%
ZCA
804
Zeke Capital Advisors
Pennsylvania
$4.66M – – –
CBB
805
Citizens Business Bank
California
$4.66M +$29.5K +575 +0.6%
KS
806
Karpas Strategies
Connecticut
$4.65M +$1.08K +21 +0%
WIC
807
Woodmont Investment Counsel
Tennessee
$4.64M +$247K +4,817 +6%
VNA
808
Valley National Advisers
Pennsylvania
$4.64M -$59.8K -1,165 -1%
GECH
809
Garnet Equity Capital Holdings
New York
$4.62M +$770K +15,000 +20%
PL
810
Parkwood LLC
Ohio
$4.62M -$448K -8,729 -9%
GIM
811
Grassi Investment Management
California
$4.57M -$12.8K -250 -0.3%
AIP
812
Ameritas Investment Partners
Nebraska
$4.56M -$2.04M -39,800 -31%
AA
813
Apriem Advisors
California
$4.54M +$132K +2,567 +3%
DIA
814
Dean Investment Associates
Ohio
$4.52M -$16.6K -324 -0.4%
IR
815
IAT Reinsurance
New York
$4.52M – – –
SIC
816
SFE Investment Counsel
California
$4.52M +$11.7K +227 +0.3%
LPT
817
Legacy Private Trust
Wisconsin
$4.49M +$80.3K +1,563 +2%
GCP
818
GSA Capital Partners
United Kingdom
$4.49M +$1.15M +22,307 +34%
DCM
819
Decade Capital Management
New York
$4.45M +$201K +3,914 +5%
EI
820
EDMP Inc
Florida
$4.44M -$49.5K -963 -1%
AA
821
Ancora Advisors
Ohio
$4.43M +$84.2K +1,639 +2%
PTB
822
Pioneer Trust Bank
Oregon
$4.42M +$51.4K +1,000 +1%
MFWM
823
Motley Fool Wealth Management
Virginia
$4.41M +$462K +8,989 +12%
NPF
824
Norris Perne & French
Michigan
$4.4M -$107K -2,090 -2%
ECM
825
ETrade Capital Management
Virginia
$4.4M -$32K -623 -0.7%
31 32
33
34 35