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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 %
SIC
776
SFE Investment Counsel
California
$5.01M -$191K -3,511 -4%
BFA
777
Bragg Financial Advisors
North Carolina
$5M +$564K +10,362 +13%
JWBC
778
J.W. Burns & Co
New York
$5M -$176K -3,243 -3%
CBB
779
Citizens Business Bank
California
$4.97M -$73.3K -1,347 -1%
ACM
780
Argentus Capital Management
Texas
$4.96M +$1.64M +30,220 +50%
OCM
781
One Capital Management
California
$4.94M +$2.66M +48,981 +117%
PTC
782
Private Trust Company
Ohio
$4.93M +$395K +7,261 +9%
AF
783
Arrow Financial
New York
$4.88M +$116K +2,133 +2%
LA
784
Lynch & Associates
Indiana
$4.88M +$150K +2,752 +3%
EI
785
EDMP Inc
Florida
$4.86M -$11K -202 -0.2%
DIA
786
Dean Investment Associates
Ohio
$4.86M -$144K -2,648 -3%
PWAG
787
Polaris Wealth Advisory Group
California
$4.85M +$1.73M +31,770 +55%
NPF
788
Norris Perne & French
Michigan
$4.82M -$3.81K -70 -0.1%
GIM
789
Grassi Investment Management
California
$4.82M +$37.3K +685 +0.8%
ECM
790
ETrade Capital Management
Virginia
$4.8M +$72.5K +1,332 +2%
IR
791
IAT Reinsurance
New York
$4.79M – – –
SS
792
Sunbelt Securities
Texas
$4.78M -$265K -4,870 -5%
WIC
793
Woodmont Investment Counsel
Tennessee
$4.76M -$60.4K -1,110 -1%
AA
794
Apriem Advisors
California
$4.76M -$175K -3,221 -4%
PAG
795
Private Advisor Group
New Jersey
$4.74M +$610K +11,213 +15%
KCA
796
KR Capital Advisors
New York
$4.73M -$2.92M -53,700 -38%
VNA
797
Valley National Advisers
Pennsylvania
$4.72M +$110K +2,031 +2%
RWM
798
RKL Wealth Management
Pennsylvania
$4.71M +$385K +7,076 +9%
FBA
799
Front Barnett Associates
Illinois
$4.69M -$85.9K -1,578 -2%
NEI
800
Northwest & Ethical Investments
Ontario, Canada
$4.68M +$650K +11,953 +16%
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