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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 %
CC
1426
Cornerstone Capital
California
$645K – – –
PAS
1427
Partnervest Advisory Services
California
$643K -$197K -3,843 -23%
DAS
1428
Dynamic Advisor Solutions
Arizona
$642K +$127K +2,480 +25%
MGIA
1429
Moneta Group Investment Advisors
Missouri
$640K -$163K -3,170 -20%
EGM
1430
Engineers Gate Manager
New York
$636K -$555K -10,814 -47%
FCIM
1431
Fairview Capital Investment Management
California
$634K -$77K -1,500 -11%
PWP
1432
Private Wealth Partners
California
$631K -$46.2K -900 -7%
GD
1433
Grandfield & Dodd
New York
$627K -$10.3K -200 -2%
Manulife (Manufacturers Life Insurance)
1434
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$623K +$31.1K +606,403 +5%
MF
1435
Magnetar Financial
Illinois
$623K +$623K +12,139 New
FIM
1436
Fruth Investment Management
Texas
$622K -$5.13K -100 -0.8%
LMIM
1437
Lockheed Martin Investment Management
Maryland
$616K -$9.34M -182,000 -94%
HTHT
1438
Hemenway Trust Hemenway Trust
New Hampshire
$614K +$41.1K +800 +7%
TCB
1439
Texas Capital Bancshares
Texas
$613K +$8.12K +158 +1%
TFO
1440
Tarbox Family Office
California
$613K +$13K +253 +2%
FIG
1441
Fusion Investment Group
Pennsylvania
$609K -$47.5K -926 -7%
CCA
1442
Cobblestone Capital Advisors
New York
$607K +$85.7K +1,669 +16%
FBT
1443
First Bankers Trust
Kentucky
$598K – – –
CRC
1444
Curi RMB Capital
Illinois
$594K +$16.6K +323 +3%
TCOO
1445
Trust Company of Oklahoma
Oklahoma
$593K – – –
IOOF
1446
Independent Order of Foresters
Ontario, Canada
$589K – – –
EDRE
1447
Edmond de Rothschild (Europe)
Luxembourg
$587K -$563K -10,965 -49%
AIM
1448
Assured Investment Management
New York
$587K -$109K -2,124 -16%
11A
1449
10-15 Associates
New York
$587K -$22.9K -447 -4%
LIC
1450
Lodestar Investment Counsel
Illinois
$583K +$114K +2,230 +24%
56 57
58
59 60