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Wells Fargo
WFC

Overview Fund Activity

1,895 hedge funds and large institutions have $212B invested in Wells Fargo in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 848 increasing their positions, 658 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,895
Holders Change
+71
Holders Change %
+3.89%
% of All Funds
49.76%
Holding in Top 10
401
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+5.8%
% of All Funds
10.53%
New
161
Increased
848
Reduced
658
Closed
68
Calls
$1.56B
Puts
$1.83B
Net Calls
-$274M
Net Calls Change
-$274M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$512M
2
MAM
Magellan Asset Management
Australia
+$370M
3
Barclays
Barclays
United Kingdom
+$368M
4
Deutsche Bank
Deutsche Bank
Germany
+$268M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$266M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$513M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$447M
3
Northern Trust
Northern Trust
Illinois
-$282M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$258M
5
DSA
Davis Selected Advisers
Arizona
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDA
1576
Wendell David Associates
New Hampshire
$457K +$27K +500 +6%
CM
1577
Cornerstone Management
Georgia
$457K +$21.2K +390 +5%
BCP
1578
Berkeley Capital Partners
Georgia
$456K +$456K +8,398 New
SWK
1579
Stephen W. Kidder
$450K – – –
PHS
1580
Pekin Hardy Strauss
Illinois
$447K -$10.8K -198 -2%
MSFP
1581
Mark Sheptoff Financial Planning
Connecticut
$445K +$10.9K +200 +3%
GSBTD
1582
Glenview State Bank Trust Department
Illinois
$445K +$81.4K +1,500 +22%
BCM
1583
Bourgeon Capital Management
Connecticut
$440K – – –
EDRE
1584
Edmond de Rothschild (Europe)
Luxembourg
$437K -$184K -3,390 -30%
FRM
1585
Fox Run Management
Connecticut
$435K +$435K +8,000 New
DT
1586
Diversified Trust
Tennessee
$432K +$326 +6 +0.1%
LRPA
1587
L. Roy Papp & Associates
Arizona
$430K -$1.2K -22 -0.3%
SC
1588
Saybrook Capital
North Carolina
$430K – – –
PLFAM
1589
Pineno Levin & Ford Asset Management
Virginia
$429K -$47.8K -879 -10%
WCM
1590
Wallace Capital Management
Texas
$427K – – –
TIM
1591
Thompson Investment Management
Wisconsin
$425K – – –
IHL
1592
Investment House LLC
California
$424K +$76.2K +1,400 +22%
KSA
1593
Ken Stern & Associates
California
$424K +$424K +7,807 New
RA
1594
RFG Advisory
Alabama
$420K +$19.4K +358 +5%
RMC
1595
Regis Management Company
California
$408K +$408K +7,505 New
PG
1596
Patten Group
Tennessee
$407K +$4.62K +85 +1%
SBWM
1597
Sunflower Bank Wealth Management
Arizona
$407K – – –
MIHAS
1598
Maj Invest Holding A/S
Denmark
$407K – – –
EP
1599
Edgestream Partners
New Jersey
$407K +$407K +7,480 New
AIM
1600
Arcadia Investment Management
Michigan
$406K +$110K +2,017 +37%
62 63
64
65 66