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Wells Fargo

1,899 hedge funds and large institutions have $212B invested in Wells Fargo in 2015 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 851 increasing their positions, 658 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 68

29% more repeat investments, than reductions

Existing positions increased: 851 | Existing positions reduced: 658

6% more funds holding in top 10

Funds holding in top 10: 381403 (+22)

6% more capital invested

Capital invested by funds: $200B → $212B (+$11.4B)

4% more funds holding

Funds holding: 1,8271,899 (+72)

0.1% more ownership

Funds ownership: 76.36%76.46% (+0.1%)

15% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.83B

Holders
1,899
Holders Change
+72
Holders Change %
+3.94%
% of All Funds
49.8%
Holding in Top 10
403
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+5.77%
% of All Funds
10.57%
New
162
Increased
851
Reduced
658
Closed
68
Calls
$1.56B
Puts
$1.83B
Net Calls
-$274M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Change in
Stake
SBWM
1601
Sunflower Bank Wealth Management
Arizona
$407K
EP
1602
Edgestream Partners
New Jersey
$407K +$406K +7,480 New
AIM
1603
Arcadia Investment Management
Michigan
$406K +$110K +2,017 +37%
AB
1604
Atlas Brown
Kentucky
$404K +$82.4K +1,517 +22%
AF
1605
Affiance Financial
Minnesota
$402K
FGP
1606
Foyston, Gordon, & Payne
Ontario, Canada
$401K +$58K +1,069 +17%
PIA
1607
Peachtree Investment Advisors
Georgia
$399K
SIA
1608
Starfire Investment Advisers
Michigan
$396K
TT
1609
Tiedemann Trust
Delaware
$395K
Balyasny Asset Management
1610
Balyasny Asset Management
Illinois
$393K +$393K +7,230 New
AFP
1611
Ausdal Financial Partners
Iowa
$392K +$392K +7,213 New
BCM
1612
Blume Capital Management
California
$391K -$16.3K -300 -4%
PC
1613
Peavine Capital
Nevada
$391K +$390K +7,190 New
HS
1614
Huntington Steele
Pennsylvania
$390K
IIC
1615
Ironwood Investment Counsel
Arizona
$384K -$13.6K -251 -3%
GS
1616
GAM Systematic
United Kingdom
$383K -$114K -2,097 -23%
Cetera Investment Advisers
1617
Cetera Investment Advisers
Illinois
$383K +$382K +7,042 New
GCP
1618
GSA Capital Partners
United Kingdom
$382K -$4.36M -80,322 -92%
HWA
1619
Heritage Wealth Advisors
Virginia
$382K +$52.8K +973 +16%
TCM
1620
Tegean Capital Management
New York
$381K
GAM
1621
Gotham Asset Management
New York
$380K -$33.6M -618,667 -99%
CYG
1622
Clean Yield Group
Vermont
$380K
BBPWM
1623
Blue Bell Private Wealth Management
Pennsylvania
$380K +$54 +1 +0%
MCM
1624
MV Capital Management
Maryland
$379K +$92.3K +1,700 +32%
GBBWRPM
1625
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$379K +$379K +6,979 New

WFC Hedge Fund Activity: Q4 2015 in Review

1,899 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2015, worth a combined $212B — up 5.7% from $200B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new WFC positions and 68 closed out — a net gain of 94 holders — while 851 added to existing stakes and 658 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $511M. The largest seller was AllianceBernstein, cutting an estimated $513M.

  • 1,899 institutional investors held Wells Fargo (WFC) as of Q4 2015, up from 1,827 in Q3 2015.
  • Funds reported $212B of Wells Fargo stock for Q4 2015, up 5.7% quarter-over-quarter.
  • 162 funds opened new Wells Fargo positions in Q4 2015 and 68 closed out, a net change of +94 holders.
  • The largest Wells Fargo buyer in Q4 2015 was Berkshire Hathaway, an estimated $511M added.
  • The largest Wells Fargo seller in Q4 2015 was AllianceBernstein, an estimated $513M sold.

Based on aggregated 13F filings for Q4 2015.