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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
1
Bank of America
North Carolina
$2.72B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$2.07B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.09B
4
B
4
BloombergSen
Ontario, Canada
$231M
5
AIM
5
abrdn Investment Management
United Kingdom
$572M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.2B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.9B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.86B
4
DSA
4
Davis Selected Advisers
Arizona
$1.54B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1801
Tortoise Investment Management
New York
$19K -$5.47K -105 -22%
CAL
1802
Capital Advisors Ltd
Ohio
$15K -$15.8K -300 -51%
SMG
1803
Spectrum Management Group
Indiana
$15K -$12.2K -235 -45%
BCB
1804
Brian C. Broderick
$15K – – –
CCA
1805
Catalyst Capital Advisors
New York
$14K +$3.96K +75 +39%
UFA
1806
US Financial Advisors
Massachusetts
$11K +$1.24K +25 +13%
BCMIO
1807
Beacon Capital Management Inc (Ohio)
Ohio
$10K -$5.03K -100 -33%
PRS
1808
Pinkerton Retirement Specialists
Idaho
$10K – – –
SA
1809
SRH Advisors
Kansas
$10K – – –
FCT
1810
Family Capital Trust
Massachusetts
$10K – – –
PFO
1811
Pathstone Family Office
New Jersey
$10K +$10K +190 New
TRCT
1812
Tower Research Capital (TRC)
New York
$9K -$185K -3,442 -95%
KLWA
1813
Kelly Lawrence W & Associates
California
$9K – – –
NC
1814
NewSquare Capital
Pennsylvania
$9K – – –
OSAM
1815
O'Shaughnessy Asset Management
Connecticut
$8K – – –
NMIS
1816
Northwestern Mutual Investment Services
Wisconsin
$8K +$8K +150 New
FNBOO
1817
First National Bank of Omaha
Nebraska
$3K -$6.85K -133,424 -70%
SGC
1818
South Georgia Capital
Illinois
$3K -$96.2K -1,700 -97%
RBC
1819
Roble Belko & Company
Pennsylvania
$3K – – –
MAS
1820
Madden Advisory Services
Florida
$3K – – –
AA
1821
AlphaMark Advisors
Kentucky
$3K – – –
SGAM
1822
Smith Group Asset Management
Texas
$3K – – –
RWM
1823
Rezny Wealth Management
Florida
$3K +$3K +68 New
Winslow Capital Management
1824
Winslow Capital Management
Minnesota
$1K -$242M -5,560,727 -100%
CPA
1825
Cowen Prime Advisors
New York
$1K -$9.9K -188 -91%
71 72
73
74 75