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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 %
AT
1551
Argent Trust
Texas
$390K +$39K +759 +11%
FPCG
1552
Fort Pitt Capital Group
Pennsylvania
$386K – – –
ANB
1553
Amarillo National Bank
Texas
$385K +$385K +7,496 New
BCM
1554
Blume Capital Management
California
$384K -$5.13K -100 -1%
SBWM
1555
Sunflower Bank Wealth Management
Arizona
$384K – – –
MIHAS
1556
Maj Invest Holding A/S
Denmark
$384K – – –
PG
1557
Patten Group
Tennessee
$381K +$1.54K +30 +0.4%
LBG
1558
Lloyds Banking Group
United Kingdom
$380K -$49.3K -961 -11%
RA
1559
RFG Advisory
Alabama
$379K -$354K -6,889 -48%
AF
1560
Affiance Financial
Minnesota
$379K – – –
PIA
1561
Peachtree Investment Advisors
Georgia
$377K -$585K -11,402 -61%
IIC
1562
Ironwood Investment Counsel
Arizona
$376K +$15.6K +304 +4%
SIA
1563
Starfire Investment Advisers
Michigan
$374K – – –
CIP
1564
Capital Insight Partners
Arizona
$373K -$15.4K -300 -4%
TT
1565
Tiedemann Trust
Delaware
$373K – – –
HS
1566
Huntington Steele
Pennsylvania
$369K – – –
W
1567
Wealthquest
Ohio
$369K +$10.9K +213 +3%
MSTVIM
1568
Messner & Smith Theme Value Investment Management
California
$368K – – –
PNAA
1569
Pictet North America Advisors
Switzerland
$365K +$365K +7,100 New
SCG
1570
Sonata Capital Group
Washington
$360K – – –
SIM
1571
Sigma Investment Management
Oregon
$359K – – –
TCM
1572
Tegean Capital Management
New York
$359K – – –
BBPWM
1573
Blue Bell Private Wealth Management
Pennsylvania
$359K +$5.13K +100 +1%
SI
1574
Sprott Inc
Ontario, Canada
$359K +$359K +7,000 New
DMC
1575
Drexel Morgan & Co
Pennsylvania
$355K -$42.6K -830 -11%
61 62
63
64 65