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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 %
TP
1126
Truvvo Partners
New York
$2.05M +$2.05M +37,650 New
NIC
1127
Northwest Investment Counselors
Oregon
$2.05M -$33.9K -624 -2%
WFG
1128
Wills Financial Group
Virginia
$2.05M +$439K +8,078 +27%
NPT
1129
Nixon Peabody Trust
Massachusetts
$2.04M +$2.04M +37,575 New
GF
1130
Gerstein Fisher
New York
$2.04M -$66.2K -1,218 -3%
KC
1131
Kingfisher Capital
North Carolina
$2.04M +$44.8K +824 +2%
FHC
1132
First Houston Capital
Texas
$2.03M +$304K +5,600 +18%
BOH
1133
Bank of Hawaii
Hawaii
$2.03M -$878K -16,157 -30%
SWM
1134
Segment Wealth Management
Texas
$2.03M +$1.78M +32,821 +740%
TF
1135
Trutina Financial
Washington
$2.02M -$55.2K -1,015 -3%
WIS
1136
Wright Investors Service
Connecticut
$2.02M +$328K +6,038 +19%
MIAN
1137
Mariner Independent Advisor Network
Kansas
$2.01M +$291K +5,351 +17%
SNT
1138
Security National Trust
West Virginia
$2.01M +$60.6K +1,115 +3%
SAM
1139
Symphony Asset Management
California
$2.01M -$1.14M -20,881 -36%
SLG
1140
Stanley-Laman Group
Pennsylvania
$2M +$7.12K +131 +0.4%
CS
1141
Cannell & Spears
New York
$1.99M -$19.6K -361 -1%
CBN
1142
Cadence Bank NA
Texas
$1.99M +$134K +2,465 +7%
CIM
1143
CIM Investment Management
Pennsylvania
$1.98M – – –
TPWA
1144
TRUE Private Wealth Advisors
Oregon
$1.98M +$1.98M +36,431 New
ATC
1145
Argent Trust Co
Tennessee
$1.98M +$331K +6,080 +20%
CB
1146
Community Bank
New York
$1.98M +$123K +2,272 +7%
AC
1147
Allstate Corporation
Illinois
$1.97M -$1.12M -20,688 -36%
CFMC
1148
Curbstone Financial Management Corp
New Hampshire
$1.97M +$1.01M +18,655 +106%
NFG
1149
NewFocus Financial Group
Washington
$1.96M +$736K +13,537 +60%
WWM
1150
Willingdon Wealth Management
North Carolina
$1.96M +$88.2K +1,623 +5%
44 45
46
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