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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 %
FMWA
1101
Forvis Mazars Wealth Advisors
Missouri
$2.18M +$1.47M +27,047 +206%
SSI
1102
Scott & Selber Inc
Texas
$2.17M +$17.2K +316 +0.8%
CCA
1103
Checchi Capital Advisers
California
$2.17M -$90.7K -1,669 -4%
STB
1104
S&T Bank
Pennsylvania
$2.16M +$21.4K +393 +1%
RHDIC
1105
R.H. Dinel Investment Counsel
California
$2.15M – – –
GWM
1106
Gupta Wealth Management
California
$2.15M -$568K -10,454 -21%
WCM
1107
Westend Capital Management
California
$2.14M +$11.1K +205 +0.5%
FPB
1108
First PREMIER Bank
South Dakota
$2.14M +$2.14M +39,333 New
BAC
1109
Boys Arnold & Co
North Carolina
$2.13M +$476K +8,761 +29%
SSP
1110
Sapphire Star Partners
Washington
$2.13M +$2.13M +39,158 New
RMAM
1111
Raab & Moskowitz Asset Management
New Jersey
$2.13M +$62.7K +1,153 +3%
SGAM
1112
Steinberg Global Asset Management
Florida
$2.12M -$12.4K -229 -0.6%
MC
1113
Moors & Cabot
Massachusetts
$2.12M -$68.8K -1,266 -3%
SAM
1114
Sequent Asset Management
Texas
$2.11M +$100K +1,845 +5%
MPA
1115
Marvin & Palmer Associates
Delaware
$2.1M -$81.5K -1,500 -4%
CLOS
1116
Compagnie Lombard Odier SCmA
Switzerland
$2.09M -$631K -11,608 -23%
WOC
1117
West Oak Capital
California
$2.09M +$88.1K +1,620 +4%
GVT
1118
Genesee Valley Trust
New York
$2.09M -$37K -680 -2%
PFM
1119
PacWest Financial Management
Arizona
$2.09M +$190K +3,500 +10%
ACS
1120
Archford Capital Strategies
Illinois
$2.08M +$1.16M +21,083 +125%
ST
1121
Smithfield Trust
Pennsylvania
$2.08M -$15.7K -289 -0.8%
PJSIMP
1122
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.08M +$121K +2,225 +6%
CAM
1123
Congress Asset Management
Massachusetts
$2.06M -$19.8K -365 -1%
BCFS
1124
Butensky & Cohen Financial Security
Florida
$2.05M +$10.8K +199 +0.5%
CCM
1125
Carderock Capital Management
Maryland
$2.05M +$1.07M +19,725 +110%
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