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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 %
NSAM
1326
North Star Asset Management
Wisconsin
$947K -$20.5K -400 -2%
DBT
1327
Dubuque Bank & Trust
Iowa
$941K -$11.5K -223 -1%
BP
1328
Ballentine Partners
Massachusetts
$940K -$6.82K -133 -0.7%
POA
1329
Pergamon Offshore Advisors
New York
$939K – – –
TNB
1330
Thomasville National Bank
Georgia
$939K +$51.8K +1,009 +6%
AIM
1331
Aspen Investment Management
Michigan
$933K -$14.4K -280 -2%
IPC
1332
Independent Portfolio Consultants
Florida
$933K +$18.7K +365 +2%
ROTUOC
1333
Regents of the University of California
California
$930K – – –
EWM
1334
Edge Wealth Management
New York
$930K – – –
BEAM
1335
Baker Ellis Asset Management
Washington
$927K +$97.5K +1,900 +12%
IWM
1336
Integrated Wealth Management
California
$925K -$249K -4,856 -21%
BIC
1337
Beach Investment Counsel
Pennsylvania
$922K – – –
CCM
1338
Carderock Capital Management
Maryland
$922K +$46.1K +897 +5%
FC
1339
Forte Capital
New York
$920K +$104K +2,020 +13%
GIA
1340
GHP Investment Advisors
Colorado
$918K +$117K +2,277 +15%
QSS
1341
Quantitative Systematic Strategies
Florida
$916K +$151K +2,949 +20%
LJAC
1342
L.J. Altfest & Co
New York
$908K -$31.5K -614 -3%
CCM
1343
Copeland Capital Management
Pennsylvania
$904K +$904K +17,610 New
CFMC
1344
Curbstone Financial Management Corp
New Hampshire
$901K +$23.1K +450 +3%
WCM
1345
Washington Capital Management
Washington
$896K -$259K -5,050 -22%
HB
1346
Homrich & Berg
Georgia
$893K -$17.6K -343 -2%
TWA
1347
TCI Wealth Advisors
Arizona
$887K +$220K +4,280 +33%
AIA
1348
AIMZ Investment Advisors
California
$877K -$5.13K -100 -0.6%
WA
1349
WFG Advisors
Texas
$874K -$47.1K -917 -5%
PVWM
1350
Point View Wealth Management
New Jersey
$871K +$5.8K +113 +0.7%
52 53
54
55 56