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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 %
CFN
1676
Cordasco Financial Network
Florida
$241K – – –
IIM
1677
Ironwood Investment Management
Massachusetts
$241K +$22.9K +445 +10%
VIMU
1678
Veritas Investment Management (UK)
United Kingdom
$241K +$205K +4,000 +576%
BA
1679
BKS Advisors
Michigan
$240K – – –
MPM
1680
Meritage Portfolio Management
Kansas
$239K -$21.3K -415 -8%
SCM
1681
Salem Capital Management
Massachusetts
$239K – – –
GAM
1682
Gemmer Asset Management
California
$239K +$14.5K +282 +6%
SHWM
1683
Smith & Howard Wealth Management
Georgia
$237K – – –
CASB
1684
Cape Ann Savings Bank
Massachusetts
$237K +$15.4K +300 +7%
NCMG
1685
NCM Capital Management Group
North Carolina
$235K – – –
NL
1686
NWAM LLC
Washington
$235K – – –
VCM
1687
Vigilant Capital Management
Maine
$235K +$11.5K +224 +5%
WPIC
1688
White Pine Investment Company
Michigan
$234K -$28.6K -556 -11%
BWA
1689
Burt Wealth Advisors
Maryland
$234K – – –
SWM
1690
Segment Wealth Management
Texas
$228K +$3.29K +64 +1%
AWA
1691
Arete Wealth Advisors
Illinois
$227K +$8.44K +164 +4%
CAM
1692
CG Asset Management
New York
$226K -$582K -11,325 -72%
CFA
1693
Capstone Financial Advisors
Illinois
$226K -$10.4K -203 -4%
BOS
1694
Bank of Stockton
California
$226K +$10.3K +200 +5%
IC
1695
Inverness Counsel
New York
$225K -$15.4K -300 -6%
BMC
1696
Benin Management Corp
Connecticut
$225K – – –
CCT
1697
Capital City Trust
Florida
$223K -$25.7K -500 -10%
BG
1698
Bollard Group
Massachusetts
$222K +$1.54K +30 +0.7%
ED
1699
Exane Derivatives
France
$220K -$390K -7,589 -64%
NSIM
1700
North Star Investment Management
Illinois
$220K +$81.5K +1,590 +59%
66 67
68
69 70