WFC - WELLS FARGO & CO NEW
This page shows which of the focused investors we track hold WFC and how their positions changed, so you can see how much conviction the group has in the stock.
In Q4 2015 it was held by 25 managers with an aggregate reported value of $35.16B, which is 4.68% of the combined portfolio.
As of Q4 2015, 25 tracked institutional managers held WFC (WELLS FARGO & CO NEW) with an aggregate reported value of $35.16B — 4.68% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2015
- Ticker
- WFC
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Warren Buffett - Berkshire Hathaway | 19.78% | Add +2.0% | 479,704,270 | $26.08B |
| 2 | Dodge & Cox - Dodge & Cox | 3.73% | Reduce -2.3% | 69,913,390 | $3.8B |
| 3 | Bill Nygren - Oakmark Funds | 3.01% | Reduce -4.8% | 32,716,872 | $1.78B |
| 4 | Christopher Davis - Davis Advisors | 5.85% | Reduce -14.0% | 25,785,084 | $1.4B |
| 5 | Thomas Russo - Gardner Russo & Quinn | 6.84% | Add +1.0% | 14,721,564 | $800.26M |
| 6 | Tweedy Browne Co. - Tweedy Browne Value Fund | 7.45% | Reduce -7.2% | 4,665,575 | $253.62M |
| 7 | David Abrams - Abrams Capital Management | 8.23% | - | 2,770,000 | $150.58M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 2.25% | Reduce -0.7% | 2,765,150 | $150.31M |
| 9 | Sarah Ketterer - Causeway Capital Management | 2.73% | Reduce -16.8% | 1,972,701 | $128.9M |
| 10 | Yacktman Asset Management - Yacktman Asset Management | 0.87% | Reduce -9.7% | 2,118,631 | $115.17M |
| 11 | Richard Pzena - Pzena Investment Management | 0.56% | Reduce -18.2% | 1,675,568 | $91.08M |
| 12 | Steven Check - Check Capital Management | 10.23% | Reduce -5.2% | 1,638,030 | $89.04M |
| 13 | Daily Journal Corp (Charlie Munger) - Daily Journal Corp | 65.77% | - | 1,591,800 | $86.53M |
| 14 | Greenhaven Associates - Greenhaven Associates | 1.25% | Add +0.1% | 1,206,904 | $65.61M |
| 15 | Wallace Weitz - Weitz Investment Management | 2.20% | Reduce -1.5% | 1,186,467 | $64.5M |
| 16 | Francois Rochon - Giverny Capital | 6.24% | Add +2.1% | 577,053 | $31.37M |
| 17 | David Katz - Matrix Asset Advisors | 4.22% | Reduce -28.6% | 403,431 | $21.93M |
| 18 | Valley Forge Capital Management - Valley Forge Capital Management | 2.22% | Add +2.0% | 262,828 | $14.29M |
| 19 | Torray Funds - Torray Funds | 1.06% | Add +0.4% | 261,844 | $14.23M |
| 20 | Ruane Cunniff LP - Ruane Cunniff LP | 0.04% | Reduce -38.4% | 144,700 | $7.87M |
| 21 | Guy Spier - Aquamarine Capital | 4.99% | - | 115,000 | $6.25M |
| 22 | Prem Watsa - Fairfax Financial Holdings | 0.31% | - | 69,300 | $3.77M |
| 23 | Third Avenue Management - Third Avenue Management | 0.07% | Reduce -5.7% | 41,637 | $2.26M |
| 24 | First Eagle - First Eagle Investment Management | 0.00% | - | 1,800 | $98K |
Call holders — bullish via leverage
1 manager holds call options on WFC — a right to buy at strike. Notional value, not premium.
| 1 | Steven Check - Check Capital Management | - | 2,400 | $130K |
Loading holder history for WFC…