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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 %
AF
1651
Aldebaran Financial
$261K -$16.9K -330 -6%
CIC
1652
Chase Investment Counsel
Virginia
$261K +$5.12K +100 +2%
WFG
1653
Windsor Financial Group
Minnesota
$259K – – –
NP
1654
NorthRock Partners
Minnesota
$258K +$258K +5,029 New
FMC
1655
First Merchants Corp
Indiana
$257K – – –
TA
1656
Teton Advisors
New York
$257K – – –
YP
1657
Yellowstone Partners
Idaho
$257K – – –
CL
1658
CSS LLC
Illinois
$257K +$257K +5,000 New
NYLT
1659
New York Life Trust
New York
$256K -$22.6K -440 -8%
ZF
1660
Zhang Financial
Michigan
$256K – – –
CHAM
1661
Clear Harbor Asset Management
Connecticut
$255K -$2.01K -39 -0.8%
GIA
1662
Guyasuta Investment Advisors
Pennsylvania
$255K – – –
SS
1663
Simplicity Solutions
Minnesota
$254K +$254K +4,953 New
KP
1664
Keel Point
Alabama
$253K – – –
FWM
1665
Focused Wealth Management
New York
$252K +$21.1K +412 +9%
KL
1666
Kinsight LLC
Alabama
$251K – – –
PGA
1667
Portland Global Advisors
Maine
$251K +$1.13K +22 +0.5%
JIP
1668
Jaffetilchin Investment Partners
Florida
$251K +$25.8K +503 +11%
SIM
1669
Sadoff Investment Management
Wisconsin
$250K – – –
LSA
1670
L & S Advisors
California
$249K -$2.46M -47,982 -91%
HIC
1671
Hartline Investment Corp
Illinois
$249K +$9.76K +190 +4%
DWM
1672
Destination Wealth Management
California
$247K -$2.36M -45,979 -91%
LC
1673
Lincoln Capital
Nebraska
$245K +$51.5K +1,002 +27%
NGA
1674
Naples Global Advisors
Florida
$243K +$36.4K +709 +18%
Diamond Hill Capital Management
1675
Diamond Hill Capital Management
Ohio
$241K -$13.6M -263,863 -98%
65 66
67
68 69