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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 %
AL
1226
Aspiriant LLC
California
$1.32M +$43.4K +774 +3%
SFSG
1227
Stearns Financial Services Group
North Carolina
$1.32M +$79.9K +1,557 +6%
VSWA
1228
Vontobel Swiss Wealth Advisors
Switzerland
$1.31M -$278K -5,537 -17%
MBT
1229
Montecito Bank & Trust
California
$1.31M -$48.7K -949 -4%
ZIC
1230
ZWJ Investment Counsel
Georgia
$1.31M -$228K -4,440 -15%
PCM
1231
Princeton Capital Management
New Jersey
$1.31M -$28.5K -554 -2%
CIC
1232
Crawford Investment Counsel
Georgia
$1.3M +$40.4K +786 +3%
PC
1233
Palo Capital
California
$1.3M +$513 +10 +0%
NIMI
1234
Natixis Investment Managers International
France
$1.3M +$43K +837 +3%
DBIA
1235
Dumont & Blake Investment Advisors
New Jersey
$1.29M -$15.3K -298 -1%
MIC
1236
MU Investments Company
Japan
$1.29M -$10.2K -200 -0.8%
CL
1237
Choreo LLC
Illinois
$1.29M +$68.7K +1,339 +6%
CGM
1238
Capital Growth Management
Massachusetts
$1.28M -$1.8M -35,000 -58%
PGIM
1239
Pacific Global Investment Management
California
$1.28M +$228K +4,435 +22%
RWA
1240
River Wealth Advisors
Pennsylvania
$1.28M -$22.1K -430 -2%
MMPW
1241
Mitchell McLeod Pugh & Williams
Alabama
$1.28M +$4.42K +86 +0.3%
PFM
1242
Parsec Financial Management
North Carolina
$1.27M -$6.98K -136 -0.5%
ANBT
1243
American National Bank & Trust
Texas
$1.26M -$20.3K -396 -2%
SAMC
1244
Shinko Asset Management Company
Japan
$1.24M -$301K -5,853 -20%
LOAMS
1245
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.23M -$620K -12,012 -33%
PP
1246
Paloma Partners
Connecticut
$1.23M -$6.93M -134,839 -85%
TH
1247
TCTC Holdings
Texas
$1.23M +$703K +13,672 +134%
IIM
1248
Intact Investment Management
Quebec, Canada
$1.23M – – –
UR
1249
USCA RIA
Texas
$1.22M -$109K -2,120 -8%
FMLI
1250
Fukoku Mutual Life Insurance
Japan
$1.22M +$61.6K +1,200 +5%
48 49
50
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