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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 %
BCM
1501
Brookstone Capital Management
Illinois
$479K -$234K -4,560 -33%
William Blair Investment Management
1502
William Blair Investment Management
Illinois
$477K +$477K +9,293 New
GS
1503
GAM Systematic
United Kingdom
$470K -$218K -4,241 -32%
SSWM
1504
Smith Salley Wealth Management
North Carolina
$468K -$3.7K -72 -0.8%
GWCM
1505
Godshalk Welsh Capital Management
Pennsylvania
$467K -$2.31K -45 -0.5%
OAM
1506
Occidental Asset Management
California
$467K – – –
WHRC
1507
W.H. Reaves & Co
New Jersey
$462K – – –
GIM
1508
Goelzer Investment Management
Indiana
$462K – – –
Twin Tree Management
1509
Twin Tree Management
Texas
$461K +$461K +8,979 New
KA
1510
Kovack Advisors
Florida
$460K +$94.8K +1,845 +26%
GAM
1511
Gould Asset Management
California
$458K -$51.4K -1,000 -10%
RMCM
1512
Reynders McVeigh Capital Management
Massachusetts
$456K -$5.13K -100 -1%
SCM
1513
Sterneck Capital Management
Missouri
$455K – – –
KG
1514
Killen Group
Pennsylvania
$455K +$103K +2,000 +29%
CS
1515
Comerica Securities
Michigan
$453K -$75.5K -1,471 -14%
PLFAM
1516
Pineno Levin & Ford Asset Management
Virginia
$450K +$86.9K +1,695 +24%
OPTFSNA
1517
Old Point Trust & Financial Services N A
Virginia
$444K -$8.33K -162 -2%
BIAS
1518
Beacon Investment Advisory Services
New Jersey
$443K -$17.7K -344 -4%
CICI
1519
Capital Investment Counsel Inc
North Carolina
$441K -$5.13K -100 -1%
RCM
1520
Rockshelter Capital Management
Pennsylvania
$439K -$12.8K -250 -3%
CYG
1521
Clean Yield Group
Vermont
$437K +$1.28K +23 +0.3%
CC
1522
Colrain Capital
Massachusetts
$436K – – –
PWPCM
1523
Perella Weinberg Partners Capital Management
New York
$435K -$387K -7,530 -47%
WSCM
1524
Wellington Shields Capital Management
New York
$434K +$59K +1,150 +16%
PHS
1525
Pekin Hardy Strauss
Illinois
$433K -$118K -2,290 -21%
59 60
61
62 63