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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 %
LCS
1301
Levin Capital Strategies
New York
$1.03M – – –
DLG
1302
Daniel L. Goodwin
$1.03M – – –
LKIM
1303
Lawson Kroeker Investment Management
Nebraska
$1.03M +$18K +350 +2%
CC
1304
Capital Counsel
New York
$1.02M -$92.4K -1,799 -8%
PPSG
1305
Princeton Portfolio Strategies Group
New Jersey
$1.02M -$2.16K -42 -0.2%
PWAP
1306
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M +$116K +2,258 +13%
BFC
1307
Blue Fin Capital
Rhode Island
$1.02M – – –
NG
1308
Northstar Group
New York
$1.02M -$32.9K -645 -3%
TFA
1309
Transamerica Financial Advisors
Florida
$1.01M +$37.5K +730 +4%
DAM
1310
Doheny Asset Management
California
$1.01M – – –
QCG
1311
Quadrant Capital Group
Ohio
$1.01M -$865 -17 -0.1%
SRCM
1312
Sterling Ridge Capital Management
New York
$1M -$4.09M -79,657 -80%
IAMOG
1313
Investors Asset Management of Georgia
Georgia
$1M +$6.42K +125 +0.6%
CSMF
1314
Charles Stewart Mott Foundation
Michigan
$1M +$1M +19,471 New
BIM
1315
Baldwin Investment Management
Pennsylvania
$994K +$25.7K +500 +3%
PCM
1316
Palisade Capital Management
New Jersey
$982K +$80.8K +1,575 +9%
MGAM
1317
McGowan Group Asset Management
Texas
$979K +$979K +19,070 New
HCM
1318
Hollencrest Capital Management
California
$978K -$216K -4,199 -18%
FCCM
1319
First City Capital Management
Georgia
$977K +$1.7K +33 +0.2%
PWM
1320
Perigon Wealth Management
California
$974K +$16.4K +320 +2%
ECM
1321
Ensemble Capital Management
California
$973K -$23.6K -460 -2%
BB
1322
Bell Bank
North Dakota
$970K -$56.4K -1,098 -5%
MPAM
1323
Murphy Pohlad Asset Management
Minnesota
$970K +$19.2K +375 +2%
BCMO
1324
Buckingham Capital Management (Ohio)
Ohio
$965K -$41K -798 -4%
PCM
1325
Pointe Capital Management
Michigan
$965K -$9.6K -187 -1%
51 52
53
54 55