WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,786 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 647 increasing their positions, 728 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+115
Holders Change %
+6.88%
% of All Funds
47.66%
Holding in Top 10
361
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.87%
% of All Funds
9.63%
New
189
Increased
647
Reduced
728
Closed
54
Calls
$1.42B
Puts
$2.15B
Net Calls
-$737M
Net Calls Change
-$205M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.92B
2
State Street
State Street
Massachusetts
$11.9B
3
Vanguard Group
Vanguard Group
Pennsylvania
$14.7B
4
Capital International Investors
Capital International Investors
California
$851M
5
American Century Companies
American Century Companies
Missouri
$542M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.36B
2
Bank of America
Bank of America
North Carolina
$1.36B
3
Invesco
Invesco
Georgia
$1.01B
4
AL
AJO LP
Pennsylvania
$0
5
DSA
Davis Selected Advisers
Arizona
$2.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$1.56B -$49.8M -908,785 -3%
Boston Partners
27
Boston Partners
Massachusetts
$1.52B +$71.1M +1,296,692 +5%
Ameriprise
28
Ameriprise
Minnesota
$1.43B +$9.23M +168,372 +0.6%
Bank of America
29
Bank of America
North Carolina
$1.36B -$372M -6,794,038 -21%
Franklin Resources
30
Franklin Resources
California
$1.36B -$441M -8,050,777 -25%
NEAM
31
New England Asset Management
Connecticut
$1.34B -$4M -73,000 -0.3%
BBHC
32
Brown Brothers Harriman & Co
New York
$1.2B -$84.5M -1,540,821 -7%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.18B -$27M -492,024 -2%
UBS AM
34
UBS AM
Illinois
$1.13B -$25.2M -459,735 -2%
MAA
35
Managed Account Advisors
New Jersey
$1.09B -$33.6M -613,760 -3%
Fisher Asset Management
36
Fisher Asset Management
Washington
$1.01B -$2.62M -47,762 -0.3%
Invesco
37
Invesco
Georgia
$1.01B -$347M -6,332,736 -26%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$929M -$9.83M -185,588 -1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$919M -$1.54M -28,162 -0.2%
BIM
40
BlackRock Investment Management
Delaware
$914M -$4.97M -90,668 -0.5%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$910M +$89.8M +1,637,360 +11%
Goldman Sachs
42
Goldman Sachs
New York
$900M -$17.2M -313,105 -2%
LSV Asset Management
43
LSV Asset Management
Illinois
$891M -$43.9M -800,900 -5%
Capital International Investors
44
Capital International Investors
California
$851M +$330M +6,018,900 +63%
CS
45
Credit Suisse
Switzerland
$803M -$61.2M -1,116,281 -7%
GRQ
46
Gardner Russo & Quinn
Pennsylvania
$801M -$1.67M -30,389 -0.2%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$789M +$395K +7,200 +0.1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$762M +$131M +2,387,898 +21%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$757M -$34.6M -631,658 -4%
LPU
50
Lansdowne Partners (UK)
United Kingdom
$756M -$34M -620,737 -4%
1
2
3 4 5