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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 %
Simplex Trading
1626
Simplex Trading
Illinois
$298K +$298K +5,810 New
FWP
1627
FAS Wealth Partners
Kansas
$294K +$1.8K +35 +0.6%
BL
1628
Balentine LLC
Georgia
$291K -$1.23K -24 -0.4%
EGA
1629
E&G Advisors
Texas
$290K – – –
SM
1630
Salzhauer Michael
$289K – – –
NCM
1631
Novare Capital Management
North Carolina
$288K +$103K +2,013 +56%
LWM
1632
Lenox Wealth Management
Ohio
$286K +$3.24K +63 +1%
VC
1633
Vicus Capital
Pennsylvania
$285K +$49.5K +963 +21%
DW
1634
Domani Wealth
Pennsylvania
$283K +$41.7K +813 +17%
SCA
1635
Salient Capital Advisors
Texas
$282K -$27.3K -531 -9%
AT
1636
Acadia Trust
Maine
$282K +$282K +5,501 New
FA
1637
Fagan Associates
New York
$280K +$7.81K +152 +3%
AIM
1638
Arcadia Investment Management
Michigan
$279K – – –
ARMC
1639
American Research & Management Company
Massachusetts
$278K – – –
GC
1640
Gratus Capital
Georgia
$278K +$278K +5,414 New
WI
1641
Wedgewood Investors
Pennsylvania
$277K – – –
CPA
1642
Capital Planning Advisors
California
$277K +$36K +700 +15%
GC
1643
Grimes & Company
Massachusetts
$272K +$6.11K +119 +2%
FMA
1644
FNY Managed Accounts
New York
$271K -$37K -720 -12%
MCM
1645
MV Capital Management
Maryland
$271K +$52.1K +1,013 +24%
Pacer Advisors
1646
Pacer Advisors
Pennsylvania
$268K – – –
IF
1647
Ironwood Financial
Arizona
$268K +$206 +4 +0.1%
CL
1648
Croft-Leominster
Maryland
$266K – – –
AAS
1649
Annex Advisory Services
Wisconsin
$266K +$7.18K +140 +3%
RDM
1650
Retirement Design & Management
Connecticut
$265K – – –
64 65
66
67 68