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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 %
SFM
1126
Signature Financial Management
Virginia
$1.76M -$17.7K -345 -1%
CBN
1127
Cadence Bank NA
Texas
$1.75M +$869K +16,919 +98%
CB
1128
Community Bank
New York
$1.75M +$174K +3,395 +11%
SHCM
1129
Stokes & Hubbell Capital Management
Louisiana
$1.75M +$1.75M +34,044 New
HH
1130
Hilltop Holdings
Texas
$1.75M -$14.6K -285 -0.8%
HCP
1131
Holt Capital Partners
Texas
$1.74M -$138K -2,695 -7%
KT
1132
Kanaly Trust
Texas
$1.73M -$36.1K -703 -2%
FCH
1133
Freestone Capital Holdings
Washington
$1.73M +$1.73M +33,645 New
TWM
1134
Torch Wealth Management
Ohio
$1.72M -$2.41K -47 -0.1%
MC
1135
Miles Capital
Iowa
$1.72M -$81.8K -1,593 -5%
KCA
1136
KR Capital Advisors
New York
$1.72M -$2.72M -53,045 -61%
JIC
1137
Joel Isaacson & Co
New York
$1.72M +$25.9K +504 +2%
BFA
1138
Benedict Financial Advisors
Georgia
$1.7M +$44.8K +872 +3%
SAM
1139
Selway Asset Management
$1.69M +$43.6K +850 +3%
IP
1140
Interval Partners
New York
$1.69M -$1.58M -30,701 -48%
FMT
1141
First Mercantile Trust
Tennessee
$1.69M -$92.4K -1,800 -5%
NA
1142
Navellier & Associates
Nevada
$1.69M -$28.3K -551 -2%
AI
1143
Atria Investments
North Carolina
$1.68M -$32.2K -628 -2%
MIM
1144
Miller Investment Management
Pennsylvania
$1.67M – – –
KPCM
1145
Kings Point Capital Management
New York
$1.67M +$22.9K +445 +1%
PHIMC
1146
Private Harbour Investment Management & Counsel
Ohio
$1.66M -$7.71K -150 -0.5%
ICOA
1147
Investment Centers of America
North Dakota
$1.66M -$380K -7,373 -19%
NCM
1148
Neumann Capital Management
California
$1.66M – – –
KIG
1149
Kessler Investment Group
Indiana
$1.64M +$435K +8,464 +36%
MMCM
1150
Marque Millennium Capital Management
New York
$1.64M -$529K -10,300 -24%
44 45
46
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