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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 %
LNWWM
876
Laird Norton Wetherby Wealth Management
California
$3.68M +$70.4K +1,371 +2%
WKWM
877
Walter & Keenan Wealth Management
Indiana
$3.68M +$72.3K +1,408 +2%
CWM
878
Concert Wealth Management
California
$3.67M +$36K +701 +1%
ECAM
879
East Coast Asset Management
Massachusetts
$3.65M +$243K +4,729 +7%
I
880
IberiaBank
Louisiana
$3.62M -$667K -12,986 -16%
EGA
881
Eagle Global Advisors
Texas
$3.62M +$1.64K +32 +0%
BDF
882
Balasa Dinverno & Foltz
$3.59M -$60K -1,169 -2%
BAAM
883
Baker Avenue Asset Management
California
$3.59M +$3.59M +69,892 New
NPIT
884
National Penn Investors Trust
Pennsylvania
$3.59M +$180K +3,505 +5%
GA
885
Geneva Advisors
Illinois
$3.56M +$256K +4,982 +8%
JIC
886
JRM Investment Counsel
Nebraska
$3.56M +$673K +13,100 +23%
FFH
887
Fairfax Financial Holdings
Ontario, Canada
$3.56M – – –
WC
888
Whitney & Co
New York
$3.55M +$26.7K +520 +0.8%
MFS
889
MSI Financial Services
Massachusetts
$3.55M +$328K +6,386 +10%
BCM
890
BTR Capital Management
California
$3.54M -$47K -915 -1%
UF
891
Univest Financial
Pennsylvania
$3.51M -$15.6K -304 -0.4%
ACI
892
Alpha Cubed Investments
California
$3.5M +$1.02M +18,840 +41%
CAM
893
Cubic Asset Management
Massachusetts
$3.49M +$108K +2,100 +3%
GCA
894
Greenwood Capital Associates
South Carolina
$3.48M -$1.28M -24,885 -27%
IT
895
Independence Trust
Tennessee
$3.48M +$453K +8,815 +15%
CC
896
Cadinha & Co
Hawaii
$3.47M +$241K +4,700 +7%
SIM
897
Sonora Investment Management
Arizona
$3.46M +$3.46M +67,439 New
UAS
898
United Asset Strategies
New York
$3.46M +$209K +4,062 +6%
SWM
899
SVA Wealth Management
Wisconsin
$3.45M +$384K +7,470 +13%
TIC
900
Trees Investment Counsel
Illinois
$3.44M -$30.8K -600 -0.9%
34 35
36
37 38