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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 %
HHGA
1401
Halbert Hargrove Global Advisors
California
$716K -$782K -15,247 -52%
ANTB
1402
AMG National Trust Bank
Colorado
$714K +$1.03K +20 +0.1%
NAM
1403
Needelman Asset Management
California
$708K – – –
KTC
1404
Kistler-Tiffany Companies
Pennsylvania
$698K +$37.8K +735 +6%
VFA
1405
Voya Financial Advisors
Connecticut
$697K +$36.6K +718 +6%
PTC
1406
Philadelphia Trust Company
Pennsylvania
$694K +$655K +12,754 +1,674%
WCF
1407
West Coast Financial
California
$693K – – –
VCM
1408
Violich Capital Management
California
$687K – – –
SIM
1409
SSI Investment Management
California
$687K – – –
WPC
1410
Waters Parkerson & Co
Louisiana
$687K +$10.3K +200 +2%
RP
1411
Riverbridge Partners
Minnesota
$685K – – –
IC
1412
InterOcean Capital
Illinois
$682K +$2.06K +40 +0.3%
BC
1413
Banced Corp
Illinois
$676K +$242K +4,722 +56%
FMWA
1414
Forvis Mazars Wealth Advisors
Missouri
$673K +$216K +4,210 +47%
JCM
1415
Janney Capital Management
Pennsylvania
$672K – – –
ACH
1416
ArrowMark Colorado Holdings
Colorado
$663K – – –
CAW
1417
Cornerstone Advisors (Washington)
Washington
$661K +$29.9K +583 +5%
HPBT
1418
High Point Bank & Trust
North Carolina
$659K – – –
M
1419
MOTCO
Texas
$659K +$8.47K +165 +1%
HCC
1420
Hirtle Callaghan & Co
Pennsylvania
$657K – – –
PAM
1421
Princeton Alpha Management
New Jersey
$656K -$1.79M -34,954 -73%
ZIG
1422
Zuckerman Investment Group
Illinois
$656K – – –
OIA
1423
Optimum Investment Advisors
Illinois
$656K +$656K +12,774 New
BFIC
1424
Bedell Frazier Investment Counselling
California
$647K -$80.2K -1,562 -11%
FNBTCON
1425
First National Bank & Trust Co of Newtown
Pennsylvania
$645K -$13.8K -269 -2%
55 56
57
58 59