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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 %
GMA
1576
Goldstein Munger & Associates
California
$354K – – –
PAA
1577
Peregrine Asset Advisers
Oregon
$354K +$145K +2,825 +69%
ANBTV
1578
American National Bank & Trust (Virginia)
Virginia
$350K – – –
AB
1579
Atlas Brown
Kentucky
$350K +$24.9K +484 +8%
PFA
1580
Pure Financial Advisors
California
$348K -$260K -5,049 -43%
SNBOSD
1581
Security National Bank of So Dak
Iowa
$346K – – –
FNBOH
1582
First National Bank of Hutchinson
Kansas
$344K -$63.1K -1,232 -16%
GSBTD
1583
Glenview State Bank Trust Department
Illinois
$344K – – –
EWM
1584
Evermay Wealth Management
Virginia
$344K +$118K +2,310 +53%
BIA
1585
Biondo Investment Advisors
Pennsylvania
$341K – – –
AB
1586
AT Bancorp
Iowa
$339K +$2.27K +44 +0.7%
SAM
1587
Security Asset Management
New York
$333K – – –
TCM
1588
Texan Capital Management
Texas
$333K – – –
EFSCE
1589
Enterprise Financial Services Corp (EFSC)
Missouri
$332K -$5.03K -98 -1%
DHFB
1590
Dixon Hubard Feinour & Brown
Virginia
$332K -$4.47K -87 -1%
HCM
1591
Highlander Capital Management
New Jersey
$332K +$12.2K +237 +4%
KFA
1592
Kelleher Financial Advisors
New York
$331K – – –
GWS
1593
Glassman Wealth Services
Virginia
$331K – – –
WCM Investment Management
1594
WCM Investment Management
California
$328K -$125K -2,425 -28%
IHL
1595
Investment House LLC
California
$328K +$46.2K +900 +16%
AW
1596
Alpha Windward
Massachusetts
$327K -$5.8K -113 -2%
RP
1597
Rowlandmiller & Partners
Georgia
$326K – – –
BFS
1598
Baskin Financial Services
Ontario, Canada
$325K – – –
FGP
1599
Foyston, Gordon, & Payne
Ontario, Canada
$324K – – –
DDC
1600
DF Dent & Co
Maryland
$323K +$8.83K +172 +3%
62 63
64
65 66