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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 %
MC
1076
Moors & Cabot
Massachusetts
$2.07M -$226K -4,407 -10%
MPA
1077
Marvin & Palmer Associates
Delaware
$2.06M -$304K -5,925 -13%
SIG
1078
Schooner Investment Group
Pennsylvania
$2.06M -$1.03M -20,000 -33%
CC
1079
Chubb Corp
New Jersey
$2.05M – – –
SSI
1080
Scott & Selber Inc
Texas
$2.04M +$8.22K +160 +0.4%
MCM
1081
MAI Capital Management
Ohio
$2.04M +$23.7K +462 +1%
RHDIC
1082
R.H. Dinel Investment Counsel
California
$2.03M – – –
MCM
1083
Murphy Capital Management
New Jersey
$2.03M +$278K +5,414 +16%
STB
1084
S&T Bank
Pennsylvania
$2.02M -$591K -11,515 -23%
SGAM
1085
Steinberg Global Asset Management
Florida
$2.01M +$12K +234 +0.6%
HCM
1086
Hall Capital Management
Rhode Island
$2.01M +$272K +5,295 +16%
GVT
1087
Genesee Valley Trust
New York
$2M -$1.95K -38 -0.1%
TNBTD
1088
Trustmark National Bank Trust Department
Mississippi
$2M +$285K +5,548 +17%
GF
1089
Gerstein Fisher
New York
$1.99M +$66.1K +1,287 +3%
SM
1090
Stratton Management
Pennsylvania
$1.99M +$786K +15,300 +65%
VIA
1091
Vident Investment Advisory
Georgia
$1.98M +$1.95M +37,989 +7,181%
ST
1092
Smithfield Trust
Pennsylvania
$1.98M -$47.3K -921 -2%
TCOTO
1093
Trust Company of the Ozarks
Missouri
$1.97M +$2.31K +45 +0.1%
HAM
1094
Highstreet Asset Management
Ontario, Canada
$1.97M -$220K -4,294 -10%
CAM
1095
Congress Asset Management
Massachusetts
$1.97M -$126K -2,450 -6%
NIC
1096
Northwest Investment Counselors
Oregon
$1.96M -$27.2K -529 -1%
TF
1097
Trutina Financial
Washington
$1.96M -$293K -5,710 -13%
RMAM
1098
Raab & Moskowitz Asset Management
New Jersey
$1.95M +$351K +6,840 +22%
BCFS
1099
Butensky & Cohen Financial Security
Florida
$1.93M +$39.6K +771 +2%
BA
1100
Birinyi Associates
Connecticut
$1.92M +$949K +18,484 +98%
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