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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 %
EFS
826
Essex Financial Services
Connecticut
$4.39M +$106K +2,072 +2%
FAM
827
Fred Alger Management
New York
$4.39M -$14.7M -286,928 -77%
PFP
828
Pinnacle Financial Partners
Tennessee
$4.39M +$157K +3,065 +4%
HAI
829
Hennessy Advisors Inc
California
$4.37M +$1.34M +26,000 +44%
VV
830
Verity & Verity
South Carolina
$4.36M +$114K +2,249 +3%
FNB
831
First Niagara Bank
New York
$4.35M -$64.6K -1,259 -1%
AHC
832
Adell Harriman & Carpenter
Texas
$4.35M +$15.5K +301 +0.4%
PAM
833
PartnerRe Asset Management
Connecticut
$4.34M -$4.98K -97 -0.1%
WBG
834
Wharton Business Group
Pennsylvania
$4.3M – – –
LWCFA
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.29M – – –
SAM
836
Smithbridge Asset Management
Pennsylvania
$4.28M -$118K -2,300 -3%
ST
837
Spinnaker Trust
Maine
$4.27M +$29.4K +573 +0.7%
SSG
838
Summit Securities Group
New York
$4.26M +$4.21M +82,000 +9,111%
GF
839
Goodman Financial
Texas
$4.24M +$259K +5,045 +7%
GCIA
840
Gabelli & Co Investment Advisers
New York
$4.2M – – –
GPSPJS
841
General Pension Society PZU Joint Stock
Poland
$4.2M – – –
OSNBOA
842
Old Second National Bank of Aurora
Illinois
$4.18M +$17.5K +340 +0.4%
SCA
843
Stieven Capital Advisors
Missouri
$4.16M -$1.5M -29,300 -27%
SFG
844
SNS Financial Group
Minnesota
$4.16M +$3.66M +71,219 +731%
EVM
845
Evelyn V. Moreno
$4.15M -$68.3K -1,330 -2%
CIC
846
Carnegie Investment Counsel
Ohio
$4.15M +$146K +2,689 +4%
KJHP
847
K.J. Harrison & Partners
Ontario, Canada
$4.13M +$3.78M +73,706 +1,108%
ECM
848
Everence Capital Management
Indiana
$4.11M – – –
DIA
849
Denver Investment Advisors
Colorado
$4.06M -$1.19M -23,204 -23%
MC
850
Martin & Co
Tennessee
$4.06M +$91.1K +1,775 +2%
32 33
34
35 36