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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 %
AHC
801
Adell Harriman & Carpenter
Texas
$4.66M +$290K +5,334 +7%
FNB
802
First Niagara Bank
New York
$4.66M -$377K -6,928 -7%
OSNBOA
803
Old Second National Bank of Aurora
Illinois
$4.65M -$498K -9,160 -10%
MCM
804
McMillion Capital Management
North Carolina
$4.63M -$157K -2,885 -3%
AC
805
Allstate Corporation
Illinois
$4.63M +$607K +11,155 +15%
VV
806
Verity & Verity
South Carolina
$4.58M +$278K +5,113 +6%
AA
807
Ancora Advisors
Ohio
$4.55M -$4.55M -83,059 Closed
WBG
808
Wharton Business Group
Pennsylvania
$4.55M -$462K -8,485 -9%
COI
809
Connable Office Inc
Michigan
$4.53M -$2.67K -49 -0.1%
SAM
810
Smithbridge Asset Management
Pennsylvania
$4.53M -$10.9K -200 -0.2%
EVM
811
Evelyn V. Moreno
$4.5M -$202K -3,710 -4%
GCIA
812
Gabelli & Co Investment Advisers
New York
$4.45M – – –
GPSPJS
813
General Pension Society PZU Joint Stock
Poland
$4.44M -$1.36M -25,000 -23%
EFS
814
Essex Financial Services
Connecticut
$4.44M +$22.8K +419 +0.5%
ST
815
Spinnaker Trust
Maine
$4.4M -$123K -2,253 -3%
PTB
816
Pioneer Trust Bank
Oregon
$4.4M +$80.5K +1,480 +2%
ECM
817
Exchange Capital Management
Michigan
$4.4M +$167K +3,078 +4%
ECM
818
Everence Capital Management
Indiana
$4.39M – – –
HIS
819
Horizon Investment Services
Indiana
$4.38M -$480K -8,826 -10%
CIM
820
CenturyLink Investment Management
Colorado
$4.38M -$120K -2,202 -3%
SIG
821
Schooner Investment Group
Pennsylvania
$4.32M -$1.62M -30,000 -27%
MAM
822
Mizuho Asset Management
Japan
$4.3M +$417K +7,666 +11%
PFP
823
Pinnacle Financial Partners
Tennessee
$4.29M +$9.46K +174 +0.2%
SG
824
Somerset Group
Minnesota
$4.21M – – –
SAM
825
Silvercrest Asset Management
New York
$4.21M -$745K -13,704 -15%
31 32
33
34 35