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Wells Fargo
WFC

Overview Fund Activity

1,825 hedge funds and large institutions have $221B invested in Wells Fargo in 2015 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 746 increasing their positions, 718 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,825
Holders Change
+61
Holders Change %
+3.46%
% of All Funds
49.22%
Holding in Top 10
385
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+12.24%
% of All Funds
10.38%
New
119
Increased
746
Reduced
718
Closed
42
Calls
$1.31B
Puts
$1.64B
Net Calls
-$330M
Net Calls Change
+$86.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.04B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$796M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$419M
4
Norges Bank
Norges Bank
Norway
+$292M
5
Capital World Investors
Capital World Investors
California
+$255M

Top Sellers

1
State Street
State Street
Massachusetts
-$686M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$554M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$517M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$367M
5
BIT
BlackRock Institutional Trust
California
-$336M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
551
Azimuth Capital Management
Michigan
$13.1M +$2.68M +47,660 +26%
WP
552
WMS Partners
Maryland
$13M +$465K +8,269 +4%
BCM
553
Brookmont Capital Management
Texas
$13M +$2.43M +43,190 +23%
JAM
554
JCIC Asset Management
Ontario, Canada
$13M +$95.6K +1,700 +0.7%
RJT
555
Raymond James Trust
Florida
$13M +$13.1K +233 +0.1%
HIMC
556
Heritage Investors Management Corp
Maryland
$12.9M +$238K +4,224 +2%
CAM
557
Cypress Asset Management
Texas
$12.8M +$38.9K +692 +0.3%
NLI
558
Nippon Life Insurance
Japan
$12.7M -$916K -16,282 -7%
BSPF
559
British Steel Pension Fund
United Kingdom
$12.7M – – –
AC
560
Avenir Corporation
Virginia
$12.7M -$678K -12,052 -5%
TAM
561
Taurus Asset Management
New York
$12.7M -$43.6K -775 -0.3%
PCI
562
Pacifica Capital Investments
Texas
$12.7M -$266K -4,730 -2%
Thrivent Financial for Lutherans
563
Thrivent Financial for Lutherans
Minnesota
$12.7M -$5.06M -90,105 -29%
LC
564
Loews Corp
New York
$12.7M -$1.41M -25,000 -10%
SPC
565
Stewart & Patten Company
California
$12.6M +$292K +5,186 +2%
SF
566
Synovus Financial
Georgia
$12.6M +$1.32M +23,551 +12%
DSI
567
Daiwa SB Investments
Japan
$12.6M -$325K -5,770 -3%
LCP
568
LGT Capital Partners
Switzerland
$12.6M +$41.1K +730 +0.3%
Northwestern Mutual Wealth Management
569
Northwestern Mutual Wealth Management
Wisconsin
$12.5M +$585K +10,401 +5%
Mariner
570
Mariner
Kansas
$12.5M +$6.59M +117,213 +112%
SBWIC
571
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.4M +$4.78K +85 +0%
AMI
572
Amica Mutual Insurance
Rhode Island
$12.4M – – –
Rafferty Asset Management
573
Rafferty Asset Management
New York
$12.3M -$3.25M -57,759 -21%
PIM
574
Profit Investment Management
Maryland
$12.3M -$18.7M -332,832 -60%
WA
575
Wasatch Advisors
Utah
$12.3M -$269K -4,785 -2%
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