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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 %
OSAM
1876
O'Shaughnessy Asset Management
Connecticut
$20K +$12.1K +225 +154%
CAL
1877
Capital Advisors Ltd
Ohio
$15K – – –
DOA
1878
D'Orazio & Associates
Virginia
$14K -$11.3K -202 -45%
CWM
1879
Cedar Wealth Management
California
$13K +$13K +232 New
RFWA
1880
RPg Family Wealth Advisory
Massachusetts
$11.6K +$11.6K +213 New
SFPIA
1881
Stevens First Principles Investment Advisors
California
$11K -$105K -1,900 -90%
BCMIO
1882
Beacon Capital Management Inc (Ohio)
Ohio
$11K – – –
SA
1883
SRH Advisors
Kansas
$11K – – –
FCT
1884
Family Capital Trust
Massachusetts
$11K – – –
DSN
1885
D. Scott Neal
Kentucky
$10K +$10K +177 New
KLWA
1886
Kelly Lawrence W & Associates
California
$9K – – –
MFT
1887
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +91 New
VCAM
1888
Valentine Capital Asset Management
California
$5K +$5K +100 New
FNBOO
1889
First National Bank of Omaha
Nebraska
$4.28K +$1.1K +20,171 +34%
RWM
1890
Rezny Wealth Management
Florida
$3K – – –
AA
1891
AlphaMark Advisors
Kentucky
$3K – – –
RBC
1892
Roble Belko & Company
Pennsylvania
$3K – – –
TRCT
1893
Tower Research Capital (TRC)
New York
$2K -$7.28K -131 -78%
CIM
1894
Contravisory Investment Management
Massachusetts
$2K +$2K +37 New
MJRIC
1895
Mogy Joel R Investment Counsel
California
$1.66K -$14.9K -27,414 -90%
CPA
1896
Cowen Prime Advisors
New York
$1K – – –
WA
1897
WBH Advisory
Maryland
$454 -$3 -49 -0.6%
AC
1898
Alleghany Corporation
New York
– -$79.9M -1,556,500 Closed
Millennium Management
1899
Millennium Management
New York
– -$77.6M -1,511,098 Closed
DFO
1900
Duquesne Family Office
New York
– -$61.1M -1,188,900 Closed
74 75
76
77 78