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Wells Fargo
WFC

Overview Fund Activity

1,764 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 733 increasing their positions, 711 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,764
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
47.05%
Holding in Top 10
343
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.99%
% of All Funds
9.15%
New
81
Increased
733
Reduced
711
Closed
84
Calls
$1.18B
Puts
$1.6B
Net Calls
-$417M
Net Calls Change
+$320M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$684M
2
BTS
BB&T Securities
Virginia
+$561M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$428M
4
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$397M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$372M

Top Sellers

1
SAM
Securian Asset Management
Minnesota
-$2.94B
2
Morgan Stanley
Morgan Stanley
New York
-$768M
3
State Street
State Street
Massachusetts
-$667M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$266M
5
American Century Companies
American Century Companies
Missouri
-$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIM
301
American Assets Investment Management
California
$48.7M – – –
CA
302
Commerzbank Aktiengesellschaft
Germany
$47.6M -$2.1M -38,542 -4%
VDBMI
303
Van Den Berg Management I
Texas
$47.5M -$3.1M -57,076 -6%
TAM
304
Todd Asset Management
Kentucky
$46.7M -$238K -4,375 -0.5%
URS
305
Utah Retirement Systems
Utah
$46.5M +$1.54M +28,400 +3%
TCM
306
Tetrem Capital Management
Manitoba, Canada
$46.4M -$1.65M -30,299 -3%
KIG
307
Kovitz Investment Group
Illinois
$45.8M -$14.5M -266,025 -24%
CTB
308
Country Trust Bank
Illinois
$45.4M +$1.19M +21,793 +3%
Natixis Advisors
309
Natixis Advisors
Massachusetts
$44.9M +$2.71M +49,780 +6%
JAM
310
Jupiter Asset Management
United Kingdom
$44.1M +$9.93M +182,590 +29%
RCAMU
311
Rothschild & Co Asset Management US
Connecticut
$43.8M -$4.28M -78,727 -9%
SFFS
312
Stonehage Fleming Financial Services
Jersey
$43.8M -$2.14M -39,333 -5%
RCM
313
Riverhead Capital Management
Delaware
$42.8M -$915K -16,824 -2%
OPERF
314
Oregon Public Employees Retirement Fund
Oregon
$42.8M +$136K +2,500 +0.3%
GLA
315
Great Lakes Advisors
Illinois
$42.7M -$326K -5,993 -0.8%
AII
316
AGF Investments Inc
Ontario, Canada
$42.5M – – –
OCAM
317
Onex Canada Asset Management
Ontario, Canada
$42.4M +$4.7M +86,335 +12%
DILH
318
Dai-ichi Life Holdings
Japan
$42.3M +$409K +7,520 +1%
AIA
319
Avalon Investment & Advisory
Texas
$42.3M +$1.17M +21,502 +3%
ELC
320
Edgar Lomax Company
Virginia
$42.1M -$1.25M -22,900 -3%
MIP
321
Mondrian Investment Partners
United Kingdom
$42M -$1.76M -32,332 -4%
QI
322
QV Investors
Alberta, Canada
$41.9M -$11.5M -210,700 -21%
Parallax Volatility Advisers
323
Parallax Volatility Advisers
California
$41.8M +$31M +570,555 +289%
HP
324
Holowesko Partners
Bahamas
$41.2M +$272K +5,000 +0.7%
B
325
BP
United Kingdom
$40.3M -$3.81M -70,000 -9%
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