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Wells Fargo
WFC

Overview Fund Activity

1,895 hedge funds and large institutions have $212B invested in Wells Fargo in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 848 increasing their positions, 658 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
+71
Holders Change %
+3.89%
% of All Funds
49.76%
Holding in Top 10
401
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+5.8%
% of All Funds
10.53%
New
161
Increased
848
Reduced
658
Closed
68
Calls
$1.56B
Puts
$1.83B
Net Calls
-$274M
Net Calls Change
-$274M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$512M
2
MAM
Magellan Asset Management
Australia
+$370M
3
Barclays
Barclays
United Kingdom
+$368M
4
Deutsche Bank
Deutsche Bank
Germany
+$268M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$266M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$513M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$447M
3
Northern Trust
Northern Trust
Illinois
-$282M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$258M
5
DSA
Davis Selected Advisers
Arizona
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
1276
Quantres Asset Management
Cayman Islands
$1.33M +$1.33M +24,400 New
BCM
1277
Bluefin Capital Management
New York
$1.33M -$864K -15,896 -39%
MMG
1278
Monetary Management Group
Missouri
$1.33M +$32.6K +600 +3%
AF
1279
Allworth Financial
California
$1.32M +$46.2K +850 +4%
LOAMS
1280
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.31M – – –
WFMPM
1281
Woodley Farra Manion Portfolio Management
Indiana
$1.31M +$204K +3,750 +18%
HWP
1282
Hefty Wealth Partners
Indiana
$1.31M +$1.31M +24,139 New
GKWIM
1283
Gerber Kawasaki Wealth & Investment Management
California
$1.31M +$1.31M +24,119 New
BSW
1284
Buckingham Strategic Wealth
Missouri
$1.3M +$59.3K +1,091 +5%
TH
1285
TCTC Holdings
Texas
$1.3M – – –
RIL
1286
Rothschild Investment LLC
Illinois
$1.29M +$2.99K +55 +0.2%
BFPW
1287
BOK Financial Private Wealth
Colorado
$1.29M +$109K +2,013 +9%
WA
1288
Wheatland Advisors
Pennsylvania
$1.28M +$109 +2 +0%
RWA
1289
Ropes Wealth Advisors
Massachusetts
$1.28M +$128K +2,352 +11%
SFWA
1290
Summit Financial Wealth Advisors
Louisiana
$1.28M +$1.25M +22,976 +4,295%
DIS
1291
Diversified Investment Strategies
Louisiana
$1.28M – – –
EWA
1292
EP Wealth Advisors
California
$1.26M +$5.43K +100 +0.4%
CAL
1293
Capital Analysts LLC
Pennsylvania
$1.26M +$5.38K +99 +0.4%
AMIM
1294
Aull & Monroe Investment Management
Alabama
$1.26M -$18.3K -336 -1%
PFSC
1295
Peoples Financial Services Corp
Pennsylvania
$1.26M -$2.12M -38,931 -63%
HCM
1296
Hollencrest Capital Management
California
$1.24M +$205K +3,767 +20%
MCM
1297
Maryland Capital Management
Maryland
$1.24M +$34K +625 +3%
KA
1298
KLCM Advisors
Wisconsin
$1.24M -$478K -8,792 -28%
C
1299
CFO4Life
Texas
$1.24M -$26.9K -495 -2%
CAMG
1300
CWA Asset Management Group
Florida
$1.24M +$1.24M +22,736 New
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