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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 %
Cohen & Steers
401
Cohen & Steers
New York
$24.4M +$5.01M +92,100 +26%
VDI
402
Vaughan David Investments
Illinois
$24.4M +$180K +3,308 +0.7%
SCM
403
SKBA Capital Management
California
$24.4M -$201K -3,700 -0.8%
PMG
404
Private Management Group
California
$24.2M -$2.67M -49,104 -10%
HCM
405
Heathbridge Capital Management
Ontario, Canada
$24.2M +$588K +10,800 +2%
CIM
406
Calvert Investment Management
Maryland
$24.2M +$2.81M +51,658 +13%
TAM
407
Tocqueville Asset Management
New York
$24.2M -$244K -4,489 -1%
BF
408
BOK Financial
Oklahoma
$24.1M +$659K +12,105 +3%
FCBT
409
First Citizens Bank & Trust
North Carolina
$24.1M +$1.12M +20,601 +5%
PL
410
Perpetual Ltd
Australia
$24M +$8.04M +147,700 +50%
SAM
411
Securian Asset Management
Minnesota
$23.8M -$2.94B -54,090,176 -99%
WSFS
412
Wilmington Savings Fund Society
Delaware
$23.7M -$1.17M -21,598 -5%
LIA
413
LS Investment Advisors
Michigan
$23.4M +$793K +14,574 +4%
OAM
414
Origin Asset Management
United Kingdom
$23.4M -$237K -4,358 -1%
CIA
415
CCM Investment Advisers
South Carolina
$23.3M -$4.71M -86,669 -17%
AIM
416
Avity Investment Management
Connecticut
$23.2M +$249K +4,575 +1%
CIS
417
Capital International Sarl
California
$22.8M -$4.76M -87,500 -17%
HC
418
Hosking & Co
Ireland
$22.8M +$1.05M +19,245 +5%
OWP
419
Obermeyer Wealth Partners
Colorado
$22.7M -$168K -3,087 -0.7%
HCM
420
Hutchinson Capital Management
California
$22.3M -$114K -2,087 -0.5%
ABC
421
Associated Banc-Corp
Wisconsin
$22.3M +$925K +17,001 +4%
BHIA
422
Birch Hill Investment Advisors
Massachusetts
$22.3M -$1.75M -32,116 -7%
DAM
423
Delta Asset Management
Tennessee
$22.2M +$506K +9,297 +2%
SL
424
Summitry LLC
California
$22M +$94.6K +1,739 +0.4%
DADC
425
D.A. Davidson & Co
Montana
$22M -$77.2K -1,420 -0.4%
15 16
17
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