WFC icon

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 %
TBNY
1026
Trustco Bank (New York)
New York
$2.37M -$46.2K -900 -2%
RA
1027
Rational Advisors
New York
$2.37M – – –
BWAM
1028
Boyd Watterson Asset Management
Ohio
$2.36M -$31.8K -619 -1%
FHA
1029
First Horizon Advisors
Tennessee
$2.36M -$326K -6,352 -12%
ST
1030
Sentinel Trust
Texas
$2.35M +$35.9K +700 +2%
BSWMG
1031
Barrington Strategic Wealth Management Group
Illinois
$2.34M -$18K -351 -0.8%
LCM
1032
Leisure Capital Management
California
$2.34M -$3.7K -72 -0.2%
SAM
1033
Sawgrass Asset Management
Florida
$2.33M – – –
DWA
1034
Douglass Winthrop Advisors
New York
$2.33M +$50.1K +975 +2%
DWM
1035
Dorchester Wealth Management
Quebec, Canada
$2.32M -$63.7K -930 -3%
SGDR
1036
SPX Gestao de Recursos
Brazil
$2.31M – – –
CT
1037
Coastline Trust
Rhode Island
$2.31M +$5.14K +100 +0.2%
DPIM
1038
Duff & Phelps Investment Management
Illinois
$2.31M +$20.5K +400 +0.9%
BT
1039
Beacon Trust
New Jersey
$2.3M -$4.01K -78 -0.2%
SPC
1040
Sigma Planning Corp
Michigan
$2.3M -$220K -4,293 -9%
AAM
1041
Aston Asset Management
Illinois
$2.3M -$158K -3,082 -6%
BBA
1042
BLB&B Advisors
Pennsylvania
$2.29M +$251K +4,886 +12%
CSS
1043
Cubist Systematic Strategies
Connecticut
$2.28M -$2.49M -48,518 -52%
AC
1044
Addison Capital
Pennsylvania
$2.28M -$16.3K -318 -0.7%
LCM
1045
Logan Capital Management
Pennsylvania
$2.27M +$1.9K +37 +0.1%
AUB
1046
Atlantic Union Bankshares
Virginia
$2.27M +$300K +5,847 +15%
TSWM
1047
Triangle Securities Wealth Management
North Carolina
$2.27M +$193K +3,750 +9%
PCTC
1048
Perkins Coie Trust Company
Washington
$2.27M -$308 -6 -0%
TAM
1049
Third Avenue Management
New York
$2.27M +$714K +13,900 +46%
TCM
1050
Telos Capital Management
California
$2.25M +$205K +3,984 +10%
40 41
42
43 44