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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 %
PFSC
926
Peoples Financial Services Corp
Pennsylvania
$3.19M +$1.91M +37,236 +150%
LH
927
Lebenthal Holdings
New York
$3.18M -$131K -2,552 -4%
MFW
928
Meristem Family Wealth
Minnesota
$3.18M -$1.03K -20 -0%
EAMA
929
EFG Asset Management (Americas)
Florida
$3.15M +$1.2M +22,975 +61%
GI
930
Gradient Investments
Minnesota
$3.15M +$3.08M +60,075 +4,575%
OMCS
931
Old Mutual Customised Solutions
South Africa
$3.14M -$313K -6,100 -9%
BI
932
Boulegeris Investments
Georgia
$3.13M -$28.9K -563 -0.9%
GLRA
933
Gerald L. Ray & Associates
Texas
$3.13M +$18.1K +352 +0.6%
1GA
934
1st Global Advisors
Texas
$3.12M -$72.6K -1,413 -2%
AWM
935
Altavista Wealth Management
North Carolina
$3.11M +$31.8K +619 +1%
SCA
936
Stonebridge Capital Advisors
Minnesota
$3.07M -$13.9K -271 -0.5%
TCOT
937
Trust Company of Toledo
Ohio
$3.07M +$824K +16,038 +37%
Squarepoint
938
Squarepoint
New York
$3.07M +$3.07M +59,742 New
CIA
939
Covington Investment Advisors
Pennsylvania
$3.05M +$85K +1,655 +3%
SA
940
Strategic Advisors
New York
$3.03M +$160K +3,106 +6%
SFU
941
Stonehage Fleming (UK)
United Kingdom
$3.03M +$1.54M +30,083 +104%
GIP
942
Greatmark Investment Partners
Georgia
$3.02M +$49.1K +957 +2%
SSB
943
Sandy Spring Bank
Maryland
$3.01M +$873 +17 +0%
W
944
Wealthfront
California
$3M +$104K +2,024 +4%
CFA
945
Carroll Financial Associates
North Carolina
$2.99M +$482K +9,082 +19%
SAM
946
Symphony Asset Management
California
$2.97M -$378K -7,360 -11%
OA
947
Outfitter Advisors
Virginia
$2.96M -$71.9K -1,400 -2%
DG
948
Davidson & Garrard
Virginia
$2.95M +$565K +10,993 +24%
HW
949
Hedeker Wealth
Illinois
$2.95M +$1.28K +25 +0%
NIP
950
Nicholas Investment Partners
California
$2.95M – – –
36 37
38
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