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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 %
MCMT
1776
Moon Capital Management (Tennessee)
Tennessee
$226K +$8.32K +153 +4%
EGA
1777
E&G Advisors
Texas
$226K -$81.7K -1,500 -27%
LWM
1778
Lenox Wealth Management
Ohio
$223K -$78.9K -1,454 -26%
FIM
1779
Fernwood Investment Management
Massachusetts
$223K – – –
TGI
1780
Tradewinds Global Investors
California
$223K – – –
RCM
1781
Reynolds Capital Management
Nevada
$223K +$223K +4,100 New
NYLT
1782
New York Life Trust
New York
$222K -$48.3K -890 -18%
LNB
1783
Ledyard National Bank
$222K – – –
CTA
1784
Colonial Trust Advisors
South Carolina
$221K – – –
HFBOT
1785
Home Federal Bank of Tennessee
Tennessee
$220K +$220K +4,057 New
CISOA
1786
Capital Investment Services of America
Wisconsin
$217K – – –
WI
1787
WrapManager Inc
California
$217K +$217K +3,996 New
CCM
1788
Crossvault Capital Management
Texas
$215K +$215K +3,946 New
IAA
1789
Ironsides Asset Advisors
North Carolina
$214K +$214K +3,938 New
BBP
1790
Banco BTG Pactual
Brazil
$214K +$214K +3,931 New
ATC
1791
Adirondack Trust Company
New York
$211K +$14.4K +286 +7%
CFA
1792
Cahill Financial Advisors
Minnesota
$211K +$211K +3,880 New
SFS
1793
Summit Financial Strategies
Ohio
$210K +$210K +3,871 New
CCMD
1794
Cypress Capital Management (Delaware)
Delaware
$209K +$209K +3,849 New
HR
1795
Howe & Rusling
New York
$208K +$15.3K +282 +8%
CB
1796
Chemical Bank
Michigan
$207K +$207K +3,801 New
EA
1797
Elm Advisors
California
$204K +$204K +3,760 New
LD
1798
Lipe & Dalton
New York
$201K -$29.9K -550 -13%
CCA
1799
Conestoga Capital Advisors
Pennsylvania
$201K -$10.8K -198 -5%
SCA
1800
STALEY CAPITAL ADVISERS
Pennsylvania
$201K +$201K +3,690 New
70 71
72
73 74