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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 %
WCBA
1376
Weaver C. Barksdale & Associates
Tennessee
$805K – – –
BFEC
1377
Benjamin F. Edwards & Company
Missouri
$801K +$5.19K +101 +0.7%
MHS
1378
M Holdings Securities
Oregon
$798K +$14.1K +275 +2%
MIC
1379
Meridian Investment Counsel
California
$797K +$43.6K +850 +6%
VOAM
1380
Vertex One Asset Management
British Columbia, Canada
$791K -$1.81M -35,200 -70%
FAM
1381
Formidable Asset Management
Ohio
$785K -$23.7K -462 -3%
WEC
1382
Winslow Evans & Crocker
Massachusetts
$782K +$2.98K +58 +0.4%
CK
1383
Cohen Klingenstein
New York
$781K – – –
HA
1384
Hamel Associates
New Jersey
$779K +$12.8K +250 +2%
QOP
1385
Quinn Opportunity Partners
Virginia
$770K -$128K -2,500 -14%
DDPIC
1386
Deroy & Devereaux Private Investment Counsel
Michigan
$770K -$20.1K -391 -3%
RHBC
1387
R.H. Bluestein & Co
Michigan
$765K -$22.1M -431,197 -97%
CK
1388
Carnick & Kubik
Colorado
$764K +$165K +3,220 +28%
LJHT
1389
Laurie J. Hall Trustee
$763K -$15.4K -300 -2%
CCM
1390
Compass Capital Management
Minnesota
$763K – – –
ZB
1391
Zions Bancorporation
Utah
$751K -$1.79M -34,066 -70%
BCM
1392
Becker Capital Management
Oregon
$744K – – –
MCM
1393
Mengis Capital Management
Oregon
$737K – – –
NCMW
1394
Northern Capital Management (Wisconsin)
Wisconsin
$736K – – –
BCM
1395
Boyle Capital Management
Iowa
$733K – – –
VCAM
1396
Van Cleef Asset Management
Ohio
$732K +$84.7K +1,651 +13%
WPW
1397
Waldron Private Wealth
Pennsylvania
$727K +$222K +4,333 +44%
WC
1398
Whitnell & Co
Illinois
$726K +$154 +3 +0%
RC
1399
Roundview Capital
New Jersey
$720K +$720K +14,013 New
BCM
1400
BlueCrest Capital Management
Jersey
$719K -$5.59M -108,874 -89%
54 55
56
57 58