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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 %
AIM
1526
Advantage Investment Management
Iowa
$433K +$228K +4,445 +111%
WA
1527
WBH Advisory
Maryland
$431K +$2.51K +49 +0.6%
SWK
1528
Stephen W. Kidder
$425K – – –
AIM
1529
Ada Investment Management
New York
$419K +$419K +8,117 New
CPIG
1530
Chicago Partners Investment Group
Illinois
$416K -$433K -8,421 -51%
BCM
1531
Bourgeon Capital Management
Connecticut
$415K – – –
CCC
1532
Chelsea Counsel Company
California
$415K +$136K +2,645 +49%
FMW
1533
Farr Miller & Washington
District of Columbia
$414K -$63.3K -1,233 -13%
CM
1534
Cornerstone Management
Georgia
$411K – – –
PHAM
1535
Palisades Hudson Asset Management
Florida
$411K -$41.1K -800 -9%
MSFP
1536
Mark Sheptoff Financial Planning
Connecticut
$410K -$3.39K -66 -0.8%
DPI
1537
Diversified Portfolios Inc
Michigan
$409K – – –
DT
1538
Diversified Trust
Tennessee
$408K +$8.02K +156 +2%
LRPA
1539
L. Roy Papp & Associates
Arizona
$407K +$48.9K +951 +14%
WDA
1540
Wendell David Associates
New Hampshire
$406K – – –
SC
1541
Saybrook Capital
North Carolina
$406K – – –
TYCC
1542
Texas Yale Capital Corp
Florida
$404K – – –
MCM
1543
Manchester Capital Management
Vermont
$404K – – –
WCM
1544
Wallace Capital Management
Texas
$403K +$32.6K +635 +9%
TIM
1545
Thompson Investment Management
Wisconsin
$401K -$28.2K -550 -7%
Aristotle Capital Management
1546
Aristotle Capital Management
California
$401K +$62.1K +1,210 +18%
CAS
1547
CTC Alternative Strategies
Illinois
$401K – – –
AWA
1548
ARS Wealth Advisors
Florida
$398K +$398K +7,747 New
DCM
1549
Dynamic Capital Management
Jersey
$393K +$393K +7,646 New
IC
1550
Intersect Capital
California
$392K +$66.9K +1,304 +21%
60 61
62
63 64