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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
1
Berkshire Hathaway
Nebraska
$26.1B
2
MAM
2
Magellan Asset Management
Australia
$1.02B
3
Barclays
3
Barclays
United Kingdom
$512M
4
Deutsche Bank
4
Deutsche Bank
Germany
$939M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.9B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.67B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.52B
3
Northern Trust
3
Northern Trust
Illinois
$3.28B
4
LPU
4
Lansdowne Partners (UK)
United Kingdom
$536M
5
DSA
5
Davis Selected Advisers
Arizona
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1751
Burt Wealth Advisors
Maryland
$248K – – –
FMC
1752
First Merchants Corp
Indiana
$246K -$25.6K -470 -9%
BMM
1753
Buffington Mohr McNeal
Idaho
$245K +$76.1K +1,400 +45%
NFG
1754
Nations Financial Group
Iowa
$245K +$245K +4,514 New
PP
1755
Paloma Partners
Connecticut
$244K -$1.06M -19,413 -81%
GAM
1756
Gemmer Asset Management
California
$240K -$13.7K -251 -5%
IC
1757
Inverness Counsel
New York
$239K +$54 +1 +0%
ACM
1758
Armbruster Capital Management
New York
$239K +$239K +4,393 New
NL
1759
NWAM LLC
Washington
$238K -$34.3K -630 -13%
BMC
1760
Benin Management Corp
Connecticut
$238K – – –
BG
1761
Bollard Group
Massachusetts
$236K +$1.58K +29 +0.7%
GC
1762
Garde Capital
Washington
$234K -$977K -17,947 -81%
CA
1763
Corrado Advisors
New Jersey
$234K +$234K +4,300 New
WA
1764
Winfield Associates
Ohio
$232K +$28.2K +519 +14%
FAG
1765
Financial Advisory Group
Texas
$231K – – –
OAM
1766
Oberweis Asset Management
Illinois
$231K +$217 +4 +0.1%
WA
1767
WealthTrust-Arizona
Arizona
$230K -$54 -1 -0%
HK
1768
Horizon Kinetics
New York
$229K +$229K +4,210 New
CFA
1769
Capstone Financial Advisors
Illinois
$228K -$10.9K -200 -5%
Capstone Investment Advisors
1770
Capstone Investment Advisors
New York
$228K +$228K +4,200 New
CCMW
1771
Cypress Capital Management (Wyoming)
Wyoming
$227K – – –
SIM
1772
Sigma Investment Management
Oregon
$227K -$152K -2,800 -40%
VFP
1773
Verus Financial Partners
Virginia
$227K +$7.35K +135 +3%
LWM
1774
LBA Wealth Management
Florida
$227K +$67.5K +1,240 +42%
AP
1775
AHL Partners
United Kingdom
$227K +$227K +4,183 New
69 70
71
72 73