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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 %
CS
1101
Cannell & Spears
New York
$1.9M – – –
SAM
1102
Sequent Asset Management
Texas
$1.9M -$46.5K -905 -2%
WOC
1103
West Oak Capital
California
$1.89M -$9.76K -190 -0.5%
KC
1104
Kingfisher Capital
North Carolina
$1.89M +$701K +13,647 +59%
BAS
1105
Brown Advisory Securities
Maryland
$1.88M +$126K +2,453 +7%
SLG
1106
Stanley-Laman Group
Pennsylvania
$1.88M -$169K -3,292 -8%
SFT
1107
Simmons First Trust
Arkansas
$1.88M +$77.1K +1,502 +4%
CIM
1108
CIM Investment Management
Pennsylvania
$1.87M – – –
SCM
1109
SOL Capital Management
Maryland
$1.87M -$10.3K -200 -0.5%
RBC
1110
Ronald Blue & Co
Georgia
$1.86M -$650K -12,660 -26%
PJSIMP
1111
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.85M -$37.9K -739 -2%
SNT
1112
Security National Trust
West Virginia
$1.84M -$20K -390 -1%
HCM
1113
Hengehold Capital Management
Ohio
$1.84M -$34.8K -677 -2%
PIM
1114
Penobscot Investment Management
Massachusetts
$1.83M +$54.9K +1,070 +3%
CC
1115
Cognios Capital
Kansas
$1.82M +$226K +4,393 +14%
PWW
1116
Pettyjohn Wood & White
Virginia
$1.81M +$59.4K +1,156 +3%
CCM
1117
Carlson Capital Management
Minnesota
$1.8M -$22.9K -446 -1%
NERM
1118
New England Research & Management
Illinois
$1.8M +$1.22M +23,850 +214%
PFM
1119
PacWest Financial Management
Arizona
$1.79M +$90.2K +1,756 +5%
TBA
1120
Tower Bridge Advisors
Pennsylvania
$1.78M -$5.14K -100 -0.3%
CS
1121
Credential Securities
$1.78M +$66.1K +1,289 +4%
DSC
1122
Duncker Streett & Co
Missouri
$1.77M +$73.8K +1,437 +4%
LCP
1123
Legacy Capital Partners
Wisconsin
$1.77M +$298K +5,800 +20%
LAIC
1124
Lederer & Associates Investment Counsel
California
$1.77M +$2.05K +40 +0.1%
WWM
1125
Willingdon Wealth Management
North Carolina
$1.76M -$19.4K -378 -1%
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45
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