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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 %
FPFS
1726
First Personal Financial Services
North Carolina
$187K +$42.5K +825 +29%
HR
1727
Howe & Rusling
New York
$182K – – –
CFG
1728
CKW Financial Group
Hawaii
$177K -$128K -2,500 -42%
TCM
1729
Tradewinds Capital Management
Washington
$173K +$5.63K +110 +3%
TDC
1730
Thompson Davis & Co
Virginia
$172K -$121K -2,362 -41%
CHP
1731
Cable Hill Partners
Oregon
$162K -$6.39K -123 -4%
BMM
1732
Buffington Mohr McNeal
Idaho
$160K – – –
LWM
1733
LBA Wealth Management
Florida
$151K +$56.7K +1,100 +60%
SC
1734
SRB Corp
Massachusetts
$150K +$17.2K +336 +13%
Financial Engines Advisors
1735
Financial Engines Advisors
California
$149K +$121K +2,352 +430%
WA
1736
Waverly Advisors
Alabama
$146K +$15.5K +302 +12%
BKA
1737
Brick & Kyle Associates
Pennsylvania
$146K +$17.9K +350 +14%
KCPG
1738
Kavar Capital Partners Group
Kansas
$143K +$7.78K +152 +6%
VIM
1739
Veritas Investment Management
United Kingdom
$143K +$143K +6,757 New
JWA
1740
JFS Wealth Advisors
Pennsylvania
$142K +$142K +2,764 New
AIC
1741
Ayalon Insurance Company
Israel
$139K – – –
TSU
1742
TD Securities (USA)
New York
$137K -$97.2M -1,895,048 -100%
SI
1743
Sentry Investments
Ontario, Canada
$137K +$5.66K +110,300 +4%
LFR
1744
Lehman Financial Resources
Pennsylvania
$133K -$15.3K -300 -10%
OC
1745
Oakworth Capital
Alabama
$133K – – –
AWM
1746
AllSquare Wealth Management
New York
$120K -$3.86K -75 -3%
SC
1747
Saturna Capital
Washington
$119K – – –
AC
1748
Alexandria Capital
Virginia
$119K +$51 +1 +0%
JG
1749
Jefferies Group
New York
$110K -$641K -12,532 -85%
SFPIA
1750
Stevens First Principles Investment Advisors
California
$108K -$46.3K -900 -30%
68 69
70
71 72