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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 %
SHJ
1676
Sharkey, Howes & Javer
Colorado
$317K -$1.14K -21 -0.4%
MIP
1677
Marietta Investment Partners
Wisconsin
$315K – – –
PGA
1678
Portland Global Advisors
Maine
$314K +$48.4K +890 +18%
DWM
1679
Destination Wealth Management
California
$313K +$51.7K +951 +20%
JWA
1680
JFS Wealth Advisors
Pennsylvania
$313K +$163K +3,002 +109%
AWE
1681
Avidian Wealth Enterprises
Texas
$312K +$312K +5,746 New
CFS
1682
Commonwealth Financial Services
West Virginia
$311K +$311K +5,722 New
PAS
1683
Park Avenue Securities
New York
$311K +$311K +5,730 New
BRWM
1684
B. Riley Wealth Management
Tennessee
$309K +$309K +5,694 New
VAM
1685
Visionary Asset Management
Texas
$306K +$306K +5,635 New
AT
1686
Acadia Trust
Maine
$303K +$4.08K +75 +1%
BFA
1687
Beaumont Financial Advisors
Massachusetts
$302K +$2.56K +47 +0.9%
VC
1688
Vicus Capital
Pennsylvania
$301K -$653 -12 -0.2%
GEM
1689
Global Endowment Management
North Carolina
$299K -$3.13M -57,600 -91%
BL
1690
Balentine LLC
Georgia
$299K -$8.59K -158 -3%
ST
1691
Semper Trust
Pennsylvania
$299K +$299K +5,500 New
VCM
1692
Vigilant Capital Management
Maine
$298K +$48.9K +900 +20%
BST
1693
Bath Savings Trust
Maine
$297K +$70.7K +1,300 +31%
ARMC
1694
American Research & Management Company
Massachusetts
$295K – – –
CASB
1695
Cape Ann Savings Bank
Massachusetts
$294K +$42.6K +783 +17%
JGIA
1696
Jackson Grant Investment Advisers
Connecticut
$294K +$294K +5,406 New
EFSCE
1697
Enterprise Financial Services Corp (EFSC)
Missouri
$293K -$58.9K -1,082 -17%
WI
1698
Wedgewood Investors
Pennsylvania
$293K – – –
CBTWT
1699
Community Bank & Trust (Waco, Texas)
Texas
$291K +$291K +5,350 New
CCS
1700
Crosspoint Capital Strategies
California
$288K -$884K -16,197 -75%
66 67
68
69 70