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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 %
GCM
1451
Glynn Capital Management
California
$579K +$579K +11,270 New
WCWM
1452
Willow Creek Wealth Management
California
$572K – – –
FIM
1453
Freedom Investment Management
Connecticut
$568K +$552K +195,259 +3,541%
CWA
1454
Cypress Wealth Advisors
California
$564K +$181K +3,522 +47%
CCT
1455
Country Club Trust
Missouri
$558K +$79.2K +1,540 +17%
SAS
1456
Spectrum Advisory Services
Georgia
$555K -$33.8K -658 -6%
FNB
1457
Farmers National Bank
Kentucky
$552K -$30.2K -588 -5%
IH
1458
IFC Holdings
Florida
$551K +$186K +3,634 +51%
SIG
1459
Stanford Investment Group
California
$547K – – –
PFS
1460
Prospera Financial Services
Texas
$544K -$152K -3,189 -22%
EAM
1461
Evanson Asset Management
California
$542K -$104K -2,030 -16%
OCM
1462
Osterweis Capital Management
California
$542K – – –
ACM
1463
Alpha Capital Management
Texas
$541K +$51 +1 +0%
BC
1464
Brinker Capital
Pennsylvania
$539K +$539K +10,506 New
SWM
1465
Stockman Wealth Management
Montana
$538K +$237K +4,611 +79%
VST
1466
Van Strum & Towne
California
$536K – – –
RSVP
1467
Ramsay Stattman Vela & Price
Colorado
$536K +$21.6K +420 +4%
WAS
1468
Winch Advisory Services
Wisconsin
$535K -$770K -14,984 -59%
LBC
1469
Lawrence B. Cohen
$534K +$60.9K +1,185 +13%
PMFA
1470
Plante Moran Financial Advisors
Michigan
$532K +$74.1K +1,443 +16%
SAM
1471
Summit Asset Management
Tennessee
$523K +$5.13K +100 +1%
CG
1472
Colony Group
Massachusetts
$520K +$51.3K +998 +11%
CAM
1473
ClariVest Asset Management
California
$520K +$512K +9,959 +6,073%
GHAM
1474
Gilman Hill Asset Management
Connecticut
$519K +$38K +739 +8%
HMC
1475
Harvard Management Company
Massachusetts
$519K +$519K +10,100 New
57 58
59
60 61