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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 %
HIC
1201
Holderness Investments Company
North Carolina
$1.43M +$143K +2,791 +11%
RCAG
1202
Rehmann Capital Advisory Group
Michigan
$1.43M -$14.6K -284 -1%
ICAS
1203
Investors Capital Advisory Services
Massachusetts
$1.42M +$156K +3,043 +12%
FFSOTS
1204
Fiduciary Financial Services of The Southwest
Texas
$1.41M +$39.3K +766 +3%
TI
1205
Trexquant Investment
Connecticut
$1.41M -$544K -10,600 -28%
NAMA
1206
Nikko Asset Management Americas
New York
$1.41M – – –
ACM
1207
Argyle Capital Management
Pennsylvania
$1.41M +$440K +8,575 +46%
GLI
1208
Guardian Life Insurance
New York
$1.4M +$348K +6,783 +33%
RFA
1209
Reilly Financial Advisors
California
$1.4M +$218K +4,240 +18%
NIA
1210
Northstar Investment Advisors
Colorado
$1.4M -$123K -2,400 -8%
AIM
1211
Allen Investment Management
New York
$1.39M +$31.4K +612 +2%
GGHC
1212
Gilder Gagnon Howe & Co
New York
$1.39M -$25.8K -503 -2%
MAA
1213
Mraz Amerine & Associates
California
$1.38M -$10.3K -200 -0.7%
NIM
1214
Nexus Investment Management
Ontario, Canada
$1.38M – – –
AFG
1215
Albion Financial Group
Utah
$1.37M -$85.3K -1,661 -6%
AI
1216
Accredited Investors
Minnesota
$1.37M +$150K +2,916 +12%
SAA
1217
Southeast Asset Advisors
Georgia
$1.36M – – –
BEC
1218
Blue Edge Capital
Virginia
$1.36M – – –
HSA
1219
HBK Sorce Advisory
Pennsylvania
$1.36M +$148K +2,877 +12%
FIB
1220
First Interstate Bank
Montana
$1.35M +$1.08M +20,997 +392%
MWP
1221
MYCIO Wealth Partners
Pennsylvania
$1.34M +$7.24K +141 +0.5%
OIM
1222
Orca Investment Management
Oregon
$1.34M – – –
WCM
1223
Wunderlich Capital Managemnt
Tennessee
$1.33M +$924 +18 +0.1%
SAM
1224
Shamrock Asset Management
Texas
$1.33M -$88.7K -1,733 -6%
LIM
1225
Loudon Investment Management
New Hampshire
$1.33M -$668 -13 -0.1%
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