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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 %
VIA
1601
Vantage Investment Advisors
Pennsylvania
$323K +$14.5K +282 +5%
KA
1602
Klingman & Associates
New York
$323K +$256K +5,000 +384%
Kayne Anderson Rudnick Investment Management
1603
Kayne Anderson Rudnick Investment Management
California
$322K -$4.62K -90 -1%
PL
1604
Parthenon LLC
Kentucky
$319K – – –
MIP
1605
Marietta Investment Partners
Wisconsin
$318K – – –
HCMT
1606
Highland Capital Management (Tennessee)
Tennessee
$317K – – –
CPA
1607
Court Place Advisors
Maryland
$313K -$10.3K -201 -3%
RIA
1608
Regal Investment Advisors
Michigan
$313K -$616 -12 -0.2%
CPS
1609
Counsel Portfolio Services
Ontario, Canada
$313K – – –
SIC
1610
Sigma Investment Counselors
Michigan
$312K -$4.26K -83 -1%
BFA
1611
Beaumont Financial Advisors
Massachusetts
$310K – – –
BWFM
1612
Bridgewater Wealth & Financial Management
Maryland
$310K +$62.6K +1,221 +25%
HWA
1613
Heritage Wealth Advisors
Virginia
$309K +$47.1K +914 +18%
VNA
1614
VNBTrust National Association
Virginia
$308K -$77K -1,500 -20%
FC
1615
FCA Corp
Texas
$308K – – –
SHJ
1616
Sharkey, Howes & Javer
Colorado
$308K +$5.32K +101 +2%
MA
1617
MCF Advisors
Kentucky
$307K +$25.6K +500 +9%
BFG
1618
Bouchey Financial Group
New York
$306K +$51 +1 +0%
CD
1619
Carl Domino
Florida
$306K +$976 +19 +0.3%
BJ
1620
Brouwer & Janachowski
California
$304K +$304K +5,911 New
BCM
1621
Beck Capital Management
Texas
$303K -$66.8K -1,283 -18%
ICM
1622
IMS Capital Management
Oregon
$303K +$303K +5,907 New
LOCC
1623
Lombard Odier & Cie (Canada)
Quebec, Canada
$302K -$12.8K -250 -4%
SAMT
1624
Select Asset Management & Trust
Pennsylvania
$302K – – –
HL
1625
HeadInvest LLC
Maine
$300K +$68.9K +1,343 +30%
63 64
65
66 67