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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 %
BFPW
1276
BOK Financial Private Wealth
Colorado
$1.12M +$74.9K +1,458 +7%
WPC
1277
White Pine Capital
Minnesota
$1.12M – – –
AIA
1278
Arbor Investment Advisors
North Carolina
$1.11M -$4.47K -87 -0.4%
KFS
1279
Kurt F. Somerville
$1.11M +$262K +5,100 +31%
SYBT
1280
Stock Yards Bank & Trust
Kentucky
$1.11M +$172K +3,352 +18%
LA
1281
LVW Advisors
New York
$1.11M +$208K +4,059 +23%
CC
1282
Cipher Capital
New York
$1.11M +$1.11M +21,566 New
CCS
1283
Crosspoint Capital Strategies
California
$1.1M -$213K -4,145 -16%
MBT
1284
Monroe Bank & Trust
Michigan
$1.09M -$26.8K -522 -2%
RWA
1285
Ropes Wealth Advisors
Massachusetts
$1.09M +$199K +3,873 +22%
PC
1286
Permit Capital
Pennsylvania
$1.09M – – –
WCA
1287
Waratah Capital Advisors
Ontario, Canada
$1.08M +$1.08M +21,100 New
SAM
1288
SignalPoint Asset Management
Missouri
$1.08M +$48.9K +953 +5%
JFA
1289
JNBA Financial Advisors
Minnesota
$1.06M +$3.85K +75 +0.4%
BAM
1290
Barrett Asset Management
New York
$1.05M +$76.9K +1,499 +8%
SAMC
1291
Spectrum Asset Management (California)
California
$1.05M -$5.6K -109 -0.5%
WFMPM
1292
Woodley Farra Manion Portfolio Management
Indiana
$1.05M -$15.4K -300 -1%
VWM
1293
Vector Wealth Management
Minnesota
$1.05M -$23.4K -425 -2%
WA
1294
WealthTrust Axiom
Pennsylvania
$1.05M -$12.6K -245 -1%
KIA
1295
Kopp Investment Advisors
Minnesota
$1.04M -$5.55K -108 -0.5%
TAM
1296
Timucuan Asset Management
Florida
$1.04M – – –
NFG
1297
Next Financial Group
Texas
$1.04M +$137K +2,671 +15%
JWM
1298
Jacobus Wealth Management
Wisconsin
$1.03M +$40K +779 +4%
GP
1299
Girard Partners
Pennsylvania
$1.03M +$312K +6,083 +43%
BHBT
1300
Burke & Herbert Bank & Trust
Virginia
$1.03M +$43.5K +847 +4%
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