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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 %
MERSOM
676
Municipal Employees' Retirement System of Michigan
Michigan
$7.59M -$1.44M -26,400 -16%
BIC
677
Bridges Investment Counsel
Nebraska
$7.54M -$1.36K -25 -0%
DBG
678
De Burlo Group
Massachusetts
$7.54M -$1.54M -28,300 -17%
FWIA
679
Fort Washington Investment Advisors
Ohio
$7.48M +$274K +5,042 +4%
WAM
680
Wallington Asset Management
Indiana
$7.47M +$370K +6,802 +5%
AIP
681
Ameritas Investment Partners
Nebraska
$7.44M +$1.1M +20,153 +17%
ACP
682
Ashfield Capital Partners
California
$7.43M -$37.3K -686 -0.5%
APFBOT
683
Amica Pension Fund Board of Trustees
Rhode Island
$7.38M -$3.2M -58,771 -30%
BOS
684
Bingham Osborn & Scarborough
California
$7.36M -$39.2K -721 -0.5%
PAM
685
Private Asset Management
California
$7.29M +$135K +2,490 +2%
BWFA
686
Baltimore-Washington Financial Advisors
Maryland
$7.18M +$121K +2,226 +2%
FNT
687
First National Trust
Pennsylvania
$7.17M +$904K +16,615 +14%
CCG
688
Cypress Capital Group
Florida
$7.17M +$180K +3,315 +3%
FAT
689
First American Trust
California
$7.14M -$74.7K -1,373 -1%
DWT
690
Dorsey & Whitney Trust
South Dakota
$7.12M -$284K -5,220 -4%
FMBTD
691
First Midwest Bank Trust Division
Illinois
$7.06M -$401K -7,376 -5%
Victory Capital Management
692
Victory Capital Management
Texas
$7.04M -$1.3M -23,947 -16%
BPM
693
Bowling Portfolio Management
Ohio
$6.98M -$78.6K -1,444 -1%
MHIC
694
Marble Harbor Investment Counsel
Massachusetts
$6.95M -$531K -9,757 -7%
BHTS
695
Bar Harbor Trust Services
Maine
$6.85M +$26.9K +495 +0.4%
LBC
696
Lowe Brockenbrough & Co
Virginia
$6.8M -$56.6K -1,040 -0.8%
MPIA
697
Mountain Pacific Investment Advisers
Idaho
$6.79M +$32.6K +600 +0.5%
GW
698
GW & Wade
Massachusetts
$6.78M +$1.93M +35,443 +40%
Capital Fund Management (CFM)
699
Capital Fund Management (CFM)
France
$6.72M -$2.81M -51,603 -29%
OWD
700
Osborn Williams & Donohoe
Ohio
$6.66M +$305K +5,598 +5%
26 27
28
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