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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 %
LDB
901
Lee, Danner & Bass
Tennessee
$3.43M +$282K +5,489 +9%
ECM
902
Evergreen Capital Management
Washington
$3.42M +$153K +2,975 +5%
FNBOMD
903
First National Bank of Mount Dora
Florida
$3.42M +$325K +6,334 +11%
GG
904
Greenwood Gearhart
Arkansas
$3.41M +$3.41M +66,484 New
SGCA
905
Steel Grove Capital Advisors
Tennessee
$3.41M +$46.9K +914 +1%
ATC
906
Argent Trust Company
Louisiana
$3.4M +$11.5K +224 +0.3%
SACTSONJ
907
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.38M – – –
RC
908
RegentAtlantic Capital
New Jersey
$3.38M -$64.4K -1,254 -2%
AAM
909
Autus Asset Management
Arizona
$3.37M +$108K +2,104 +3%
CWM
910
CIBC World Markets
New York
$3.37M +$761K +14,820 +29%
BCM
911
Boltwood Capital Management
California
$3.34M -$24.4K -475 -0.7%
CCM
912
CrestPoint Capital Management
Missouri
$3.33M -$123K -2,400 -4%
FG
913
Fiduciary Group
Georgia
$3.33M +$168K +3,267 +5%
SWP
914
Stratos Wealth Partners
Ohio
$3.32M +$415K +8,091 +14%
CCP
915
Clarkston Capital Partners
Michigan
$3.31M -$5.14K -100 -0.2%
BCP
916
Blue Chip Partners
Michigan
$3.31M +$232K +4,515 +8%
ICOM
917
Investment Counselors of Maryland
Maryland
$3.3M -$15.4K -300 -0.5%
CIA
918
Capital Investment Advisors
Georgia
$3.29M +$538K +10,470 +20%
FNBSF
919
First National Bank Sioux Falls
South Dakota
$3.28M -$220K -4,284 -6%
LGC
920
Laurel Grove Capital
California
$3.27M +$20.5K +400 +0.6%
AGI
921
Athena Global Investors
Virginia
$3.26M +$527K +10,272 +19%
GEM
922
Global Endowment Management
North Carolina
$3.24M -$472K -9,200 -13%
BCA
923
Bray Capital Advisors
Florida
$3.24M +$37.4K +728 +1%
SAM
924
Solaris Asset Management
New York
$3.23M -$6.63K -129 -0.2%
SFSIG
925
San Francisco Sentry Investment Group
California
$3.23M -$33.9K -661 -1%
35 36
37
38 39