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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 %
MM
1001
Meridian Management
Arkansas
$2.55M +$56.6K +1,103 +2%
JIC
1002
Johnson Investment Counsel
Ohio
$2.55M +$233K +4,538 +10%
MRCM
1003
M&R Capital Management
New Jersey
$2.54M +$76.4K +1,488 +3%
CCM
1004
Cohen Capital Management
California
$2.52M – – –
CCM
1005
Compton Capital Management
Rhode Island
$2.49M -$51.4K -1,000 -2%
ASC
1006
Atalanta Sosnoff Capital
New York
$2.49M -$110K -2,147 -4%
SC
1007
Savant Capital
Illinois
$2.47M +$36.7K +715 +2%
NJBEST
1008
New Jersey Better Educational Savings Trust
New Jersey
$2.47M +$205K +4,000 +9%
TBA
1009
Train Babcock Advisors
New York
$2.46M -$164K -3,190 -6%
AMM
1010
American Money Management
California
$2.45M -$122K -2,367 -5%
PG
1011
PEAK6 Group
Illinois
$2.45M +$2.45M +47,627 New
SIMM
1012
Stillwater Investment Management (Minnesota)
Minnesota
$2.44M +$17.6K +342 +0.7%
TC
1013
Taylor Cottrill
New Hampshire
$2.44M -$23.1K -450 -0.9%
DCLA
1014
Douglas C. Lane & Associates
New York
$2.43M +$304K +5,922 +14%
BO
1015
BRR OpCo
Ohio
$2.42M +$13.8K +269 +0.6%
FAM
1016
Foothills Asset Management
Arizona
$2.42M +$6.42K +125 +0.3%
TNAM
1017
Terra Nova Asset Management
New York
$2.41M -$4.06K -79 -0.2%
AWP
1018
Ascent Wealth Partners
New York
$2.41M +$30.8K +600 +1%
ECM
1019
EagleClaw Capital Management
Massachusetts
$2.4M +$5.14K +100 +0.2%
BJL
1020
Brighton Jones LLC
Washington
$2.4M +$62.9K +1,224 +3%
AIM
1021
Acropolis Investment Management
Missouri
$2.39M +$10.9K +213 +0.5%
BFO
1022
Boston Family Office
Massachusetts
$2.39M +$55.2K +1,075 +2%
HIM
1023
Hutchens Investment Management
New Hampshire
$2.38M +$524K +10,202 +28%
MFS
1024
McNamara Financial Services
Massachusetts
$2.38M +$524K +10,202 +28%
TRIM
1025
Thompson Rubinstein Investment Management
Oregon
$2.37M -$77K -1,500 -3%
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