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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 %
BA
426
Boston Advisors
Massachusetts
$21.7M +$5.45M +100,165 +34%
DCM
427
Donaldson Capital Management
Indiana
$21.6M -$5.87M -107,952 -21%
PMAM
428
Picton Mahoney Asset Management
Ontario, Canada
$21.5M -$3.97M -73,000 -16%
V
429
Veritable
Delaware
$21.4M -$117K -2,143 -0.5%
NLGIA
430
Nippon Life Global Investors Americas
New York
$21.4M -$1.45M -26,610 -6%
CS
431
Candriam SCA
Luxembourg
$21.4M -$319K -5,855 -1%
OI
432
Oakbrook Investments
Illinois
$21.2M -$831K -15,276 -4%
RMDI
433
R.M. Davis Inc
Maine
$20.9M +$543K +9,987 +3%
ST
434
Sabal Trust
Florida
$20.9M +$502K +9,227 +2%
SC
435
Scotia Capital
Ontario, Canada
$20.8M +$1.82M +33,527 +10%
JVBC
436
J.V. Bruni & Co
Colorado
$20.7M +$391K +7,189 +2%
CAM
437
Capstone Asset Management
Texas
$20.5M +$206K +3,791 +1%
RW
438
Rand Wealth
Maryland
$20.4M +$102K +1,879 +0.5%
Jacobs Levy Equity Management
439
Jacobs Levy Equity Management
New Jersey
$20.3M -$2.37M -43,570 -10%
BT
440
Brandywine Trust
Delaware
$20.3M – – –
FDCC
441
Foster Dykema Cabot & Co
Massachusetts
$20.1M -$170K -3,130 -0.8%
EA
442
Echinus Advisors
New York
$20.1M +$2.23M +41,000 +13%
PP
443
Palladium Partners
Virginia
$20M +$633K +11,636 +3%
BPBT
444
Boston Private Bank & Trust
Massachusetts
$19.7M -$98.6K -1,812 -0.5%
ANI
445
American National Insurance
Texas
$19.6M – – –
AIMCA
446
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.5M -$9.1M -167,300 -32%
EARNEST Partners
447
EARNEST Partners
Georgia
$19.4M -$70.2K -1,290 -0.4%
NRS
448
Neville Rodie & Shaw
New York
$19.4M -$24.7K -454 -0.1%
HW
449
Hancock Whitney
Mississippi
$19.4M -$976K -17,948 -5%
GAM
450
Griffin Asset Management
New York
$19.2M -$631K -11,885 -3%
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