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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 %
BSPF
551
British Steel Pension Fund
United Kingdom
$12.3M – – –
CAM
552
Cypress Asset Management
Texas
$12.3M -$336K -6,175 -3%
HIMC
553
Heritage Investors Management Corp
Maryland
$12.3M +$524K +9,626 +4%
WP
554
WMS Partners
Maryland
$12.2M +$1.57M +28,821 +15%
WA
555
Wasatch Advisors
Utah
$12.2M -$1.91M -35,063 -14%
NIM
556
Northeast Investment Management
Massachusetts
$12.2M -$638K -11,735 -5%
LCP
557
LGT Capital Partners
Switzerland
$12.1M +$10.5M +193,400 +660%
MFBTD
558
MB Financial Bank - Trust Department
Illinois
$12M +$227K +4,166 +2%
PSC
559
Prentiss Smith & Co
Vermont
$12M -$310K -5,691 -3%
SBWIC
560
Schaper Benz & Wise Investment Counsel
Wisconsin
$12M +$81.6K +1,500 +0.7%
AMI
561
Amica Mutual Insurance
Rhode Island
$12M -$5.56M -102,135 -32%
EBSAM
562
Eubel Brady & Suttman Asset Management
Ohio
$11.9M -$219K -4,033 -2%
SPC
563
Stewart & Patten Company
California
$11.9M +$356K +6,540 +3%
LMGAM
564
Liberty Mutual Group Asset Management
Massachusetts
$11.9M -$56.8K -1,044 -0.5%
Jones Financial Companies
565
Jones Financial Companies
Missouri
$11.9M -$302K -5,547 -2%
KCM
566
Kanawha Capital Management
Virginia
$11.8M -$24.4K -448 -0.2%
HFS
567
Haverford Financial Services
Pennsylvania
$11.6M -$88.2K -1,620 -0.8%
FA
568
FDx Advisors
Illinois
$11.5M +$1.31M +24,066 +13%
IFB
569
iAB Financial Bank
Indiana
$11.5M +$9.32M +171,400 +424%
Northwestern Mutual Wealth Management
570
Northwestern Mutual Wealth Management
Wisconsin
$11.5M +$390K +7,167 +4%
AP
571
Archon Partners
New Jersey
$11.4M +$435K +8,000 +4%
BUB
572
BBVA USA Bancshares
Texas
$11.3M -$248K -4,560 -2%
AP
573
Appleton Partners
Massachusetts
$11.3M -$329K -6,050 -3%
GCA
574
Guardian Capital Advisors
Ontario, Canada
$11.2M -$57.7K -870 -0.5%
IA
575
Icon Advisers
Colorado
$11.2M -$163K -3,000 -1%
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