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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 %
AAM
901
Autus Asset Management
Arizona
$3.57M +$315K +5,610 +10%
LGC
902
Laurel Grove Capital
California
$3.56M +$56.2K +1,000 +2%
UAS
903
United Asset Strategies
New York
$3.56M +$27.1K +481 +0.8%
SAM
904
Solaris Asset Management
New York
$3.54M -$235K -4,183 -6%
CC
905
Cadinha & Co
Hawaii
$3.54M -$126K -2,235 -3%
MFS
906
MSI Financial Services
Massachusetts
$3.53M +$24.5K +435 +0.7%
LCM
907
Laurion Capital Management
New York
$3.53M -$14.9M -265,271 -81%
BCA
908
Bray Capital Advisors
Florida
$3.51M +$249K +4,428 +8%
CL
909
CPWM LLC
Washington
$3.5M +$2.85M +50,725 +443%
MFW
910
Meristem Family Wealth
Minnesota
$3.48M -$121K -2,155 -3%
GWM
911
Gupta Wealth Management
California
$3.48M +$98.1K +1,744 +3%
FG
912
Fiduciary Group
Georgia
$3.46M +$3.46M +61,588 New
BI
913
Boulegeris Investments
Georgia
$3.46M -$39.6K -704 -1%
LDB
914
Lee, Danner & Bass
Tennessee
$3.45M +$13.5K +240 +0.4%
SIG
915
Schooner Investment Group
Pennsylvania
$3.42M -$1.14M -20,000 -25%
GLRA
916
Gerald L. Ray & Associates
Texas
$3.41M +$115K +2,050 +3%
SMM
917
Stadion Money Management
Georgia
$3.41M -$802K -14,259 -19%
PS
918
Pensionfund Sabic
Netherlands
$3.39M – – –
FNBOMD
919
First National Bank of Mount Dora
Florida
$3.39M +$34.6K +615 +1%
SCA
920
Stonebridge Capital Advisors
Minnesota
$3.38M +$13.3K +236 +0.4%
CGM
921
Capital Growth Management
Massachusetts
$3.37M +$3.37M +60,000 New
BCP
922
Blue Chip Partners
Michigan
$3.37M +$349K +6,210 +12%
AWM
923
Altavista Wealth Management
North Carolina
$3.37M -$52K -925 -2%
SWM
924
SVA Wealth Management
Wisconsin
$3.36M +$95.4K +1,696 +3%
FSA
925
Financial Sense Advisors
California
$3.34M -$32.8K -584 -1%
35 36
37
38 39