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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 %
BHC
1476
Bowen Hanes & Co
Florida
$514K +$10.3K +200 +2%
AAM
1477
Aureus Asset Management
Massachusetts
$513K +$75.7K +1,475 +17%
HCM
1478
Hodges Capital Management
Texas
$503K +$55.1K +1,072 +12%
S
1479
SignatureFD
Georgia
$502K +$112K +2,170 +29%
RIG
1480
Renaissance Investment Group
Massachusetts
$501K -$24.3K -473 -5%
BC
1481
Barnett & Company
Tennessee
$499K – – –
TFF
1482
The Family Firm
Maryland
$498K – – –
RIM
1483
Regent Investment Management
Kentucky
$497K – – –
EIM
1484
Emerson Investment Management
Massachusetts
$496K +$15.1K +294 +3%
PFBT
1485
Parkside Financial Bank & Trust
Missouri
$495K -$450K -8,769 -48%
SFA
1486
Sequoia Financial Advisors
Ohio
$495K -$26.4K -514 -5%
FPCP
1487
Fort Point Capital Partners
California
$495K +$187K +3,635 +61%
MVA
1488
Mount Vernon Associates
Maryland
$492K – – –
BA
1489
Bridgewater Associates
Connecticut
$492K +$492K +9,581 New
STMM
1490
South Texas Money Management
Texas
$491K -$10.5K -205 -2%
WIA
1491
Westbourne Investment Advisors
Maryland
$490K -$15.4K -300 -3%
MA
1492
Marshwinds Advisory
Georgia
$489K -$2.52K -49 -0.5%
AIM
1493
Artemis Investment Management
United Kingdom
$488K -$5.4M -105,229 -92%
CBT
1494
Central Bank & Trust
Kentucky
$488K +$282K +5,488 +136%
BIM
1495
Barton Investment Management
Pennsylvania
$486K – – –
Koshinski Asset Management
1496
Koshinski Asset Management
Illinois
$486K +$40.5K +720 +9%
VHAM
1497
Van Hulzen Asset Management
California
$484K +$197K +3,839 +69%
CCMT
1498
CMT Capital Markets Trading
Germany
$482K +$187K +3,635 +63%
PSI
1499
Pinnacle Summer Investments
Virginia
$482K +$424K +8,438 +737%
MCWS
1500
McKinley Carter Wealth Services
West Virginia
$480K -$37.5K -731 -7%
58 59
60
61 62