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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 %
BOH
976
Bank of Hawaii
Hawaii
$2.75M -$525K -10,216 -16%
AW
977
ACG Wealth
Georgia
$2.74M +$65.8K +1,281 +2%
AL
978
Agran Libbie
California
$2.74M +$506K +9,860 +23%
AHS
979
Aspiriant Holdings S3
California
$2.74M +$69.4K +1,352 +3%
FSA
980
Financial Sense Advisors
California
$2.73M -$315K -6,141 -10%
PTCG
981
Pring Turner Capital Group
California
$2.73M -$101K -1,959 -4%
SSIA
982
Spero-Smith Investment Advisers
Ohio
$2.72M -$35.7K -695 -1%
DVM
983
Dreman Value Management
Florida
$2.71M +$185K +3,602 +7%
P
984
Pitcairn
Pennsylvania
$2.71M -$3.38M -65,855 -56%
DA
985
Denali Advisors
California
$2.7M +$282K +5,500 +12%
JWM
986
Jackson Wealth Management
Florida
$2.67M -$175K -3,411 -6%
BSB
987
Bangor Savings Bank
Maine
$2.67M +$52.3K +1,019 +2%
MC
988
MRJ Capital
New York
$2.66M – – –
BWM
989
Braver Wealth Management
Massachusetts
$2.6M +$586K +11,401 +29%
OCM
990
One Capital Management
California
$2.6M +$264K +5,150 +11%
HT
991
HAP Trading
New York
$2.59M +$1.14M +22,225 +79%
AssetMark Inc
992
AssetMark Inc
California
$2.59M +$2.57M +50,048 +14,382%
AFWA
993
Ancora Family Wealth Advisors
Ohio
$2.58M +$2.58M +50,317 New
IIM
994
Ipswich Investment Management
Massachusetts
$2.58M +$405K +7,895 +19%
CLOS
995
Compagnie Lombard Odier SCmA
Switzerland
$2.58M -$99.8K -1,942 -4%
GIM
996
Guardian Investment Management
California
$2.57M – – –
MFS
997
Monetta Financial Services
Illinois
$2.57M – – –
GWM
998
Gupta Wealth Management
California
$2.56M -$614K -11,950 -19%
EB
999
Eastern Bank
Massachusetts
$2.56M -$17.4K -339 -0.7%
NIS
1000
National Investment Services
Wisconsin
$2.55M -$95.3K -1,855 -4%
38 39
40
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