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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
$2.72B
2
AllianceBernstein
AllianceBernstein
Tennessee
$2.07B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.09B
4
B
BloombergSen
Ontario, Canada
$231M
5
AIM
abrdn Investment Management
United Kingdom
$572M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.9B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.86B
4
DSA
Davis Selected Advisers
Arizona
$1.54B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
I2I
1701
Insight 2811 Inc
Illinois
$219K – – –
WA
1702
WealthTrust-Arizona
Arizona
$218K -$720 -14 -0.3%
LD
1703
Lipe & Dalton
New York
$218K – – –
OAM
1704
Oberweis Asset Management
Illinois
$218K +$51 +1 +0%
FAG
1705
Financial Advisory Group
Texas
$218K +$19.2K +374 +10%
PCM
1706
Prelude Capital Management
New York
$218K +$218K +4,240 New
NCM
1707
Noesis Capital Mangement
Florida
$216K – – –
SCA
1708
Samson Capital Advisors
New York
$216K – – –
CCMW
1709
Cypress Capital Management (Wyoming)
Wyoming
$215K -$25.7K -500 -11%
BST
1710
Bath Savings Trust
Maine
$214K -$20.6K -400 -9%
FIM
1711
Fernwood Investment Management
Massachusetts
$211K -$51.5K -1,000 -20%
TGI
1712
Tradewinds Global Investors
California
$211K +$211K +4,109 New
CHA
1713
Cedar Hill Associates
Illinois
$209K -$1.03K -20 -0.5%
LNB
1714
Ledyard National Bank
$209K – – –
CTA
1715
Colonial Trust Advisors
South Carolina
$208K – – –
VFP
1716
Verus Financial Partners
Virginia
$207K +$2.46K +48 +1%
MCMT
1717
Moon Capital Management (Tennessee)
Tennessee
$206K -$162K -3,153 -44%
MAM
1718
Mastrapasqua Asset Management
Tennessee
$205K – – –
CISOA
1719
Capital Investment Services of America
Wisconsin
$205K +$205K +3,983 New
MAM
1720
Marquette Asset Management
Minnesota
$203K – – –
CCA
1721
Conestoga Capital Advisors
Pennsylvania
$200K – – –
ATC
1722
Adirondack Trust Company
New York
$200K +$27.4K +536 +16%
KCM
1723
Karp Capital Management
California
$200K +$43.6K +850 +28%
KF
1724
Krilogy Financial
Missouri
$199K +$199K +3,884 New
WA
1725
Winfield Associates
Ohio
$192K +$16.7K +326 +10%
67 68
69
70 71