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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
$26.1B
2
MAM
Magellan Asset Management
Australia
$1.02B
3
Barclays
Barclays
United Kingdom
$512M
4
Deutsche Bank
Deutsche Bank
Germany
$939M
5
Vanguard Group
Vanguard Group
Pennsylvania
$14.9B

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.67B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.52B
3
Northern Trust
Northern Trust
Illinois
$3.28B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$536M
5
DSA
Davis Selected Advisers
Arizona
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
1651
Vantage Investment Advisors
Pennsylvania
$342K – – –
HL
1652
HeadInvest LLC
Maine
$342K +$23.8K +437 +7%
Kayne Anderson Rudnick Investment Management
1653
Kayne Anderson Rudnick Investment Management
California
$341K – – –
PL
1654
Parthenon LLC
Kentucky
$338K – – –
RP
1655
Rowlandmiller & Partners
Georgia
$337K – – –
HCC
1656
Hirtle Callaghan & Co
Pennsylvania
$336K -$358K -6,599 -52%
HCM
1657
Highlander Capital Management
New Jersey
$336K -$16.3K -300 -5%
CPA
1658
Court Place Advisors
Maryland
$336K +$4.24K +78 +1%
BFG
1659
Bouchey Financial Group
New York
$335K +$11.3K +208 +3%
FA
1660
Fagan Associates
New York
$335K +$38.9K +716 +13%
CPS
1661
Counsel Portfolio Services
Ontario, Canada
$332K – – –
DE
1662
Day & Ennis
Georgia
$331K +$331K +6,087 New
BWFM
1663
Bridgewater Wealth & Financial Management
Maryland
$330K +$1.52K +28 +0.5%
PSI
1664
Pinnacle Summer Investments
Virginia
$329K -$179K -3,375 -35%
FWP
1665
FAS Wealth Partners
Kansas
$329K +$18.5K +340 +6%
FMA
1666
FNY Managed Accounts
New York
$326K +$39.1K +720 +14%
FC
1667
FCA Corp
Texas
$326K – – –
CD
1668
Carl Domino
Florida
$326K +$2.72K +50 +0.8%
VNA
1669
VNBTrust National Association
Virginia
$323K -$3.54K -65 -1%
LOCC
1670
Lombard Odier & Cie (Canada)
Quebec, Canada
$321K – – –
GC
1671
Grimes & Company
Massachusetts
$321K +$32.6K +599 +11%
CIC
1672
Chase Investment Counsel
Virginia
$321K +$44.5K +820 +16%
SAMT
1673
Select Asset Management & Trust
Pennsylvania
$320K – – –
WA
1674
Waverly Advisors
Alabama
$320K +$166K +3,051 +107%
CCM
1675
Cribstone Capital Management
Maine
$320K +$320K +5,909 New
65 66
67
68 69