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

Top Sellers

1
State Street
State Street
Massachusetts
$10.9B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.92B
3
Vanguard Group
Vanguard Group
Pennsylvania
$15B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.06B
5
BIT
BlackRock Institutional Trust
California
$6.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
301
GAM Holding
Switzerland
$49.2M -$8.55M -151,958 -15%
CIM
302
Calvert Investment Management
Maryland
$48.7M +$23.7M +421,684 +95%
HighTower Advisors
303
HighTower Advisors
Illinois
$48M +$7.35M +130,170 +18%
PC
304
Polar Capital
United Kingdom
$48M -$12M -214,109 -20%
TAM
305
Todd Asset Management
Kentucky
$47.9M -$377K -6,695 -0.8%
TCM
306
Tetrem Capital Management
Manitoba, Canada
$47.6M -$327K -5,806 -0.7%
KIG
307
Kovitz Investment Group
Illinois
$46.7M -$642K -11,409 -1%
URS
308
Utah Retirement Systems
Utah
$46.7M -$1.36M -24,100 -3%
VDBMI
309
Van Den Berg Management I
Texas
$46.2M -$2.87M -51,119 -6%
HP
310
Holowesko Partners
Bahamas
$45.5M +$2.89M +51,400 +7%
N
311
Natixis
France
$45M +$41.3M +734,463 +1,108%
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$44.9M +$652K +11,600 +1%
CA
313
Commerzbank Aktiengesellschaft
Germany
$44.9M -$4.38M -77,874 -9%
AII
314
AGF Investments Inc
Ontario, Canada
$44.4M +$528K +9,400 +1%
RCM
315
Riverhead Capital Management
Delaware
$44.1M -$172K -3,066 -0.4%
CTB
316
Country Trust Bank
Illinois
$43.9M -$3.08M -54,718 -7%
GLA
317
Great Lakes Advisors
Illinois
$43.7M -$400K -7,116 -0.9%
AIA
318
Avalon Investment & Advisory
Texas
$43.1M -$639K -11,363 -1%
ELC
319
Edgar Lomax Company
Virginia
$43M -$537K -9,550 -1%
B
320
BP
United Kingdom
$42.6M +$1.01M +18,000 +2%
MIP
321
Mondrian Investment Partners
United Kingdom
$41.7M -$1.76M -31,265 -4%
SBCM
322
Schwerin Boyle Capital Management
Massachusetts
$41M -$162K -2,881 -0.4%
ADEF
323
Adams Diversified Equity Fund
Maryland
$40.4M – – –
BCM
324
Barometer Capital Management
Ontario, Canada
$40.4M +$2.43M +43,190 +6%
SW
325
SVB Wealth
Massachusetts
$40.2M -$873K -15,523 -2%
11 12
13
14 15