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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 %
TWMP
1826
Taylor Wealth Management Partners
Massachusetts
$104K – – –
AOWM
1827
Alpha Omega Wealth Management
Virginia
$102K +$102K +1,876 New
RAM
1828
Riggs Asset Management
Pennsylvania
$100K – – –
First Eagle Investment Management
1829
First Eagle Investment Management
New York
$98K – – –
AAC
1830
Asset Advisors Corp
Georgia
$94K – – –
SMG
1831
Spectrum Management Group
Indiana
$93K +$77.3K +1,430 +493%
LOT
1832
Lombard Odier Transatlantic
Quebec, Canada
$92K – – –
CFA
1833
CT Financial Advisors
Pennsylvania
$90.5K – – –
AFIA
1834
America First Investment Advisors
Nebraska
$87K – – –
PIM
1835
Parasol Investment Management
Illinois
$86K +$5.41K +100 +7%
CWM
1836
Catamount Wealth Management
Connecticut
$80K – – –
RPG
1837
Risk Paradigm Group
Texas
$76.5K +$37.2K +685 +95%
NC
1838
NewSquare Capital
Pennsylvania
$75K +$65.5K +1,200 +686%
WCM
1839
Wealthcare Capital Management
Virginia
$74K – – –
CWM
1840
Cranbrook Wealth Management
Michigan
$73K – – –
KA
1841
Klingman & Associates
New York
$71K -$272K -5,000 -79%
LWA
1842
Lenox Wealth Advisors
New York
$69K -$10.2K -186 -13%
KM
1843
Kalos Management
Georgia
$67K – – –
PO
1844
Private Ocean
California
$67K – – –
RI
1845
Redwood Investments
Massachusetts
$64K +$4.05K +75 +7%
IP
1846
Isthmus Partners
Wisconsin
$64K +$32K +600 +100%
SEC
1847
Seven Eight Capital
New York
$58K -$832K -15,200 -93%
DA
1848
Dunvegan Associates
California
$58K – – –
CP
1849
Corbenic Partners
Pennsylvania
$58K – – –
TSU
1850
TD Securities (USA)
New York
$57K -$88.8K -1,626 -61%
72 73
74
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