WFC icon

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 %
CCM
1351
Condor Capital Management
New Jersey
$868K +$24.8K +483 +3%
WG
1352
Welch Group
Alabama
$864K +$6.01K +117 +0.7%
ACS
1353
Archford Capital Strategies
Illinois
$864K +$76.2K +1,484 +10%
BCA
1354
Benchmark Capital Advisors
New York
$863K -$1.53M -29,794 -64%
DAC
1355
Dividend Assets Capital
South Carolina
$861K +$4.11K +80 +0.5%
Verition Fund Management
1356
Verition Fund Management
Connecticut
$859K +$577K +11,242 +205%
JC
1357
Jacobs & Co
California
$852K -$20.5K -399 -2%
TIA
1358
Tiemann Investment Advisors
California
$849K +$103 +2 +0%
HF
1359
Hoxton Financial
West Virginia
$846K +$448K +8,731 +113%
MCM
1360
Millie Capital Management
California
$845K – – –
EWM
1361
Elite Wealth Management
Washington
$844K -$319K -6,221 -27%
NAM
1362
NTV Asset Management
West Virginia
$843K -$11.5K -225 -1%
PRCM
1363
Pine River Capital Management
Minnesota
$838K -$186K -3,624 -18%
MJP
1364
Michael J. Puzo
$838K – – –
FHC
1365
First Heartland Consultants
Missouri
$835K +$23.2K +452 +3%
SEC
1366
Seven Eight Capital
New York
$835K +$835K +16,260 New
EIA
1367
Edgemoor Investment Advisors
Maryland
$833K – – –
WCM
1368
Windsor Capital Management
Arizona
$832K -$30.6K -596 -4%
SOAMC
1369
Spirit of America Management Corp
New York
$831K – – –
WPP
1370
Whalerock Point Partners
Rhode Island
$828K +$217K +4,235 +36%
WA
1371
Wealth Architects
California
$818K +$27.1K +528 +3%
PFC
1372
Phocas Financial Corp
California
$811K +$73.4K +1,429 +10%
IAS
1373
IMA Advisory Services
Colorado
$808K -$10.4K -210 -1%
SAM
1374
Shikiar Asset Management
New York
$807K -$100K -1,950 -11%
FANJ
1375
Financial Architects (New Jersey)
New Jersey
$805K -$262K -5,099 -25%
53 54
55
56 57