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Wells Fargo
WFC

Overview Fund Activity

1,825 hedge funds and large institutions have $221B invested in Wells Fargo in 2015 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 746 increasing their positions, 718 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,825
Holders Change
+61
Holders Change %
+3.46%
% of All Funds
49.22%
Holding in Top 10
385
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+12.24%
% of All Funds
10.38%
New
119
Increased
746
Reduced
718
Closed
42
Calls
$1.31B
Puts
$1.64B
Net Calls
-$330M
Net Calls Change
+$86.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.21B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$903M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.23B
4
Norges Bank
4
Norges Bank
Norway
$2.7B
5
Capital World Investors
5
Capital World Investors
California
$8.39B

Top Sellers

1
State Street
1
State Street
Massachusetts
$10.9B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.92B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$15B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.06B
5
BIT
5
BlackRock Institutional Trust
California
$6.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
251
Vaughan Nelson Investment Management
Texas
$74.1M -$1.81M -32,100 -2%
ProShare Advisors
252
ProShare Advisors
Maryland
$74M -$10.8M -191,491 -13%
ECA
253
Endeavour Capital Advisors
Connecticut
$72.2M – – –
RIG
254
Roosevelt Investment Group
New York
$72.2M -$1.43M -25,468 -2%
WIM
255
Waverton Investment Management
United Kingdom
$71M +$6.18M +109,825 +10%
WIM
256
Weitz Investment Management
Nebraska
$69.4M -$34.3M -609,867 -33%
SWITC
257
Stewart West Indies Trading Company
Colorado
$69.4M – – –
SCM
258
Smead Capital Management
Arizona
$69.3M +$7.31M +130,002 +12%
CEP
259
Chicago Equity Partners
Illinois
$69.2M -$2.41M -42,890 -3%
FQ
260
First Quadrant
California
$68.6M +$247K +4,400 +0.4%
Envestnet Asset Management
261
Envestnet Asset Management
Illinois
$68.4M +$4.98M +88,597 +8%
BCM
262
Basswood Capital Management
New York
$68.4M – – –
GA
263
Greenhaven Associates
New York
$67.8M -$1.29M -22,900 -2%
HIMCH
264
Hartford Investment Management Co (HIMCO)
Connecticut
$67.6M +$1.19M +21,230 +2%
WG
265
Winton Group
United Kingdom
$67.4M -$27.4M -487,687 -29%
ZIM
266
Zacks Investment Management
Illinois
$67.3M -$468K -8,329 -0.7%
Janus Henderson Group
267
Janus Henderson Group
United Kingdom
$66.8M -$2.39M -42,389 -3%
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$64.6M -$21M -372,680 -24%
AWCI
269
Alpine Woods Capital Investors
New York
$64.3M – – –
IRF
270
IBM Retirement Fund
New York
$64.2M -$2.34M -41,640 -4%
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$63.9M -$2.94M -51,918 -4%
HIM
272
Hermes Investment Management
United Kingdom
$63.6M -$844K -15,000 -1%
SAM
273
Shell Asset Management
Netherlands
$63.4M +$2.06M +36,641 +3%
CB
274
Commerce Bank
Missouri
$61.9M +$2.33M +41,427 +4%
Parnassus Investments
275
Parnassus Investments
California
$61.9M – – –
9 10
11
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