WFC icon

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 %
B
1176
Bailard
California
$1.54M +$18.3K +357 +1%
Tudor Investment Corp
1177
Tudor Investment Corp
Connecticut
$1.54M +$619K +12,057 +67%
WFG
1178
Wills Financial Group
Virginia
$1.52M +$463K +9,022 +44%
TSW
1179
Thompson Siegel & Walmsley
Virginia
$1.51M +$285K +5,550 +23%
CAM
1180
Columbia Asset Management
Michigan
$1.51M +$87.6K +1,707 +6%
SGA
1181
Strategic Global Advisors
California
$1.49M +$633K +12,325 +74%
ASN
1182
Advisory Services Network
Georgia
$1.49M +$397K +7,732 +36%
NDSI
1183
Newman Dignan & Sheerar Inc
Rhode Island
$1.48M -$56.5K -1,100 -4%
CWM
1184
Confluence Wealth Management
Oregon
$1.48M +$1.22M +23,680 +456%
HCA
1185
Harbour Capital Advisors
Virginia
$1.48M +$36K +702 +2%
LP
1186
LMR Partners
United Kingdom
$1.48M +$1.28M +24,830 +637%
PRC
1187
Platte River Capital
Colorado
$1.47M -$693K -13,504 -32%
ICM
1188
IronBridge Capital Management
Illinois
$1.47M +$80.6K +1,570 +6%
NCM
1189
Northside Capital Management
Oregon
$1.47M – – –
FTC
1190
Farmers Trust Company
Ohio
$1.47M +$25.5K +497 +2%
CA
1191
Cambridge Advisors
Nebraska
$1.47M +$44.3K +863 +3%
H
1192
Hexavest
Quebec, Canada
$1.47M -$340K -6,623 -19%
ARMT
1193
Amica Retiree Medical Trust
Rhode Island
$1.47M +$389K +7,579 +36%
PWMAG
1194
Pinnacle Wealth Management Advisory Group
New Jersey
$1.47M +$97.8K +1,905 +7%
AIIMS
1195
Analyst IMS Investment Management Services
Israel
$1.46M -$111K -2,171 -7%
SSWM
1196
Sheets Smith Wealth Management
North Carolina
$1.46M +$53.7K +1,046 +4%
HCS
1197
Harvest Capital Strategies
California
$1.46M +$1.46M +28,400 New
LCM
1198
Liberty Capital Management
Michigan
$1.45M -$106K -2,063 -7%
EHWM
1199
Eads & Heald Wealth Management
Georgia
$1.45M +$5.91K +115 +0.4%
IB
1200
Intrust Bank
Kansas
$1.45M +$328K +6,391 +29%
46 47
48
49 50