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Wells Fargo
WFC

Overview Fund Activity

1,895 hedge funds and large institutions have $212B invested in Wells Fargo in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 848 increasing their positions, 658 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
+71
Holders Change %
+3.89%
% of All Funds
49.76%
Holding in Top 10
401
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+5.8%
% of All Funds
10.53%
New
161
Increased
848
Reduced
658
Closed
68
Calls
$1.56B
Puts
$1.83B
Net Calls
-$274M
Net Calls Change
-$274M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$512M
2
MAM
Magellan Asset Management
Australia
+$370M
3
Barclays
Barclays
United Kingdom
+$368M
4
Deutsche Bank
Deutsche Bank
Germany
+$268M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$266M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$513M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$447M
3
Northern Trust
Northern Trust
Illinois
-$282M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$258M
5
DSA
Davis Selected Advisers
Arizona
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1026
Jackson Wealth Management
Florida
$2.61M -$65.5K -1,275 -2%
TC
1027
Taylor Cottrill
New Hampshire
$2.6M +$21.7K +400 +0.8%
CCM
1028
Compton Capital Management
Rhode Island
$2.59M -$48.9K -900 -2%
ECM
1029
EagleClaw Capital Management
Massachusetts
$2.58M +$32.7K +600 +1%
AWP
1030
Ascent Wealth Partners
New York
$2.57M +$22K +405 +0.9%
WB
1031
Webster Bank
Connecticut
$2.57M +$837K +15,399 +48%
HFA
1032
High Falls Advisors
New York
$2.57M +$2.57M +47,200 New
TBA
1033
Train Babcock Advisors
New York
$2.56M -$38.9K -715 -1%
SWP
1034
Stratos Wealth Partners
Ohio
$2.56M -$952K -17,521 -27%
BFO
1035
Boston Family Office
Massachusetts
$2.56M +$31.6K +582 +1%
CWP
1036
Capital Wealth Planning
Florida
$2.55M -$8.72M -160,538 -77%
BO
1037
BRR OpCo
Ohio
$2.55M -$9.62K -177 -0.4%
NB
1038
Nicolet Bankshares
Wisconsin
$2.55M +$2.55M +50,668 New
HIM
1039
Hutchens Investment Management
New Hampshire
$2.53M +$19.1K +352 +0.8%
MFS
1040
McNamara Financial Services
Massachusetts
$2.53M +$19.1K +352 +0.8%
BJL
1041
Brighton Jones LLC
Washington
$2.53M -$7.83K -144 -0.3%
FAM
1042
Foothills Asset Management
Arizona
$2.53M -$26.1K -480 -1%
CG
1043
Clinton Group
New York
$2.53M +$2.53M +46,445 New
SIMM
1044
Stillwater Investment Management (Minnesota)
Minnesota
$2.52M -$56.5K -1,039 -2%
MC
1045
Mathes Company
New York
$2.52M +$2.52M +46,330 New
SPC
1046
Sigma Planning Corp
Michigan
$2.52M +$82.2K +1,512 +3%
TRIM
1047
Thompson Rubinstein Investment Management
Oregon
$2.51M – – –
BWAM
1048
Boyd Watterson Asset Management
Ohio
$2.51M +$8.1K +149 +0.3%
BBA
1049
BLB&B Advisors
Pennsylvania
$2.5M +$75.6K +1,391 +3%
BSWMG
1050
Barrington Strategic Wealth Management Group
Illinois
$2.49M +$12.5K +230 +0.5%
40 41
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