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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 %
CHAM
1726
Clear Harbor Asset Management
Connecticut
$269K – – –
FWM
1727
Focused Wealth Management
New York
$268K +$762 +14 +0.3%
LC
1728
Lincoln Capital
Nebraska
$268K +$8.59K +158 +3%
SIC
1729
Sigma Investment Counselors
Michigan
$266K -$64.9K -1,193 -20%
MAM
1730
Marquette Asset Management
Minnesota
$266K +$50.8K +934 +24%
CL
1731
Croft-Leominster
Maryland
$265K -$16.3K -300 -6%
SIM
1732
Sadoff Investment Management
Wisconsin
$265K – – –
BA
1733
BKS Advisors
Michigan
$265K +$10.9K +200 +4%
LSA
1734
L & S Advisors
California
$264K – – –
IIM
1735
Ironwood Investment Management
Massachusetts
$264K +$8.87K +163 +3%
CAM
1736
CG Asset Management
New York
$264K +$24.5K +451 +10%
NGA
1737
Naples Global Advisors
Florida
$260K +$1.96K +36 +0.8%
ICM
1738
IMS Capital Management
Oregon
$259K -$61.7K -1,137 -19%
VIMU
1739
Veritas Investment Management (UK)
United Kingdom
$255K – – –
MPM
1740
Meritage Portfolio Management
Kansas
$253K – – –
SCM
1741
Salem Capital Management
Massachusetts
$253K – – –
EM
1742
Excalibur Management
Massachusetts
$252K +$252K +4,629 New
NEPWA
1743
New England Private Wealth Advisors
Massachusetts
$252K +$252K +4,653 New
BCM
1744
Beck Capital Management
Texas
$251K -$64.8K -1,194 -21%
SHWM
1745
Smith & Howard Wealth Management
Georgia
$251K – – –
CHA
1746
Cedar Hill Associates
Illinois
$251K +$29.8K +550 +13%
NCM
1747
Noesis Capital Mangement
Florida
$250K +$20.7K +381 +9%
Squarepoint
1748
Squarepoint
New York
$249K -$3M -55,159 -92%
NCMG
1749
NCM Capital Management Group
North Carolina
$249K – – –
WPIC
1750
White Pine Investment Company
Michigan
$248K – – –
68 69
70
71 72