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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 %
VWM
526
Valley Wealth Managers
New Jersey
$13.3M -$131K -2,399 -1%
TAM
527
Trillium Asset Management
Massachusetts
$13.3M -$3.26M -60,010 -20%
DIA
528
Davidson Investment Advisors
Montana
$13.3M -$31.4K -577 -0.2%
GIM
529
Greystone Investment Management
Ohio
$13.2M -$446K -8,205 -3%
CCM
530
Chilton Capital Management
Texas
$13.2M -$39.7K -729 -0.3%
NLI
531
Nippon Life Insurance
Japan
$13.2M +$266K +4,893 +2%
RT
532
Rockland Trust
Massachusetts
$13.1M -$225K -4,143 -2%
TIAAOA
533
Teachers Insurance & Annuity Association of America
New York
$13.1M – – –
AC
534
Avenir Corporation
Virginia
$13M -$209K -3,844 -2%
PA
535
Pinnacle Associates
New York
$13M +$126K +2,319 +1%
PDN
536
Pensionfund DSM Netherlands
Netherlands
$12.9M – – –
CAG
537
Crestwood Advisors Group
Massachusetts
$12.9M +$461K +8,480 +4%
RCG
538
Ruane, Cunniff & Goldfarb
New York
$12.8M -$4.62K -85 -0%
GIP
539
Granite Investment Partners
California
$12.7M – – –
SLI
540
Sumitomo Life Insurance
Japan
$12.7M -$1.35M -24,760 -10%
FBNAT
541
FirstMerit Bank N.A. Trustee
Ohio
$12.6M +$229K +4,214 +2%
CCMG
542
Clark Capital Management Group
Pennsylvania
$12.6M +$570K +10,479 +5%
UCFA
543
United Capital Financial Advisors
Texas
$12.6M +$2.39M +43,421 +23%
CCMIC
544
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$12.5M +$632K +11,610 +5%
RJT
545
Raymond James Trust
Florida
$12.5M +$276K +5,065 +2%
PCI
546
Pacifica Capital Investments
Texas
$12.5M -$540K -9,920 -4%
DSI
547
Daiwa SB Investments
Japan
$12.5M -$581K -10,680 -4%
JAM
548
JCIC Asset Management
Ontario, Canada
$12.5M -$5.19M -95,357 -29%
GHA
549
GW Henssler & Associates
Georgia
$12.3M -$556K -10,226 -4%
TAM
550
Taurus Asset Management
New York
$12.3M +$20.4K +375 +0.2%
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