WFC icon

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 %
Grantham, Mayo, Van Otterloo & Co (GMO)
276
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$60.8M -$16.2M -287,600 -21%
RIM
277
RS Investment Management
California
$60.7M +$827K +14,700 +1%
PIM
278
Perkins Investment Management
Illinois
$60.7M +$1.58M +28,034 +3%
Millennium Management
279
Millennium Management
New York
$60.6M +$60.6M +1,077,816 New
CIC
280
Chilton Investment Company
Connecticut
$60.4M -$8.47M -150,569 -12%
Asset Management One
281
Asset Management One
Japan
$60M -$1.22M -21,787 -2%
FAF
282
Fjarde Ap-fonden
Sweden
$58.8M -$4.51M -80,104 -7%
EIM
283
ExxonMobil Investment Management
Texas
$58.5M -$4.91M -87,292 -8%
RCIM
284
Russell Clark Investment Management
United Kingdom
$57.6M +$17.8M +315,700 +45%
PIA
285
Piedmont Investment Advisors
North Carolina
$57M +$56.9M +1,011,574 +46,339%
DAM
286
Davis Asset Management
California
$55.6M – – –
QI
287
QV Investors
Alberta, Canada
$55.2M +$11.9M +212,325 +28%
MA
288
MUFG Americas
New York
$55.1M -$34.6K -616 -0.1%
DL
289
Delta Lloyd
Netherlands
$54.3M -$20.1M -358,052 -27%
MSU
290
Mizuho Securities USA
New York
$53.4M +$53.4M +949,400 New
SFFS
291
Stonehage Fleming Financial Services
Jersey
$53.1M +$7.81M +138,829 +17%
RCM
292
RNC Capital Management
California
$53M -$632K -11,242 -1%
HNB
293
Huntington National Bank
Ohio
$52.4M +$1.92M +34,157 +4%
OCAM
294
Onex Canada Asset Management
Ontario, Canada
$52M -$2.63M -37,523 -5%
Los Angeles Capital Management
295
Los Angeles Capital Management
California
$52M -$4.35M -77,371 -8%
WF
296
Welch & Forbes
Massachusetts
$50.6M -$449K -7,988 -0.9%
TAM
297
Tiverton Asset Management
Delaware
$50.6M – – –
WPL
298
WINDACRE PARTNERSHIP LLC
Texas
$50.5M -$1.94M -34,500 -4%
AAIM
299
American Assets Investment Management
California
$50.4M – – –
Natixis Advisors
300
Natixis Advisors
Massachusetts
$49.6M +$3.13M +55,684 +7%
10 11
12
13 14