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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 %
MMG
1251
Monetary Management Group
Missouri
$1.22M +$61.6K +1,200 +5%
RIL
1252
Rothschild Investment LLC
Illinois
$1.22M – – –
WA
1253
Wheatland Advisors
Pennsylvania
$1.21M -$2.57K -50 -0.2%
AMIM
1254
Aull & Monroe Investment Management
Alabama
$1.21M -$6.27K -122 -0.5%
BO
1255
Bank OZK
Arkansas
$1.21M +$58.5K +1,140 +5%
DIS
1256
Diversified Investment Strategies
Louisiana
$1.21M -$64.2K -1,250 -5%
SFM
1257
Signet Financial Management
New Jersey
$1.2M +$172K +3,346 +17%
AF
1258
Allworth Financial
California
$1.2M +$308 +6 +0%
C
1259
CFO4Life
Texas
$1.19M -$106K -2,072 -8%
EWA
1260
EP Wealth Advisors
California
$1.19M +$46.2K +900 +4%
CAL
1261
Capital Analysts LLC
Pennsylvania
$1.19M +$785K +15,278 +194%
BC
1262
Burney Company
Virginia
$1.19M -$22.7K -443 -2%
FFC
1263
First Financial Corp
Indiana
$1.18M +$11.3K +221 +1%
BSW
1264
Buckingham Strategic Wealth
Missouri
$1.17M +$74.3K +1,447 +7%
NFG
1265
NewFocus Financial Group
Washington
$1.16M +$1.16M +22,510 New
HT
1266
HighTower Trust
Texas
$1.15M -$110K -2,150 -9%
GC
1267
Garde Capital
Washington
$1.14M +$22K +428 +2%
DCM
1268
Dinsmore Capital Management
New Jersey
$1.14M – – –
HC
1269
HHG & Company
Connecticut
$1.14M -$8.32K -162 -0.7%
MCM
1270
Maryland Capital Management
Maryland
$1.14M -$15.9K -309 -1%
PL
1271
Plancorp LLC
Missouri
$1.14M – – –
CA
1272
Cetera Advisors
Colorado
$1.14M +$126K +2,479 +13%
OC
1273
Oarsman Capital
Wisconsin
$1.14M +$144K +2,795 +14%
BOC
1274
Barbara Oil Co
Illinois
$1.13M – – –
SCM
1275
Southport Capital Management
Tennessee
$1.12M +$51.6K +1,005 +5%
49 50
51
52 53