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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 %
CBU
926
CIBC Bank USA
Illinois
$3.02M -$207K -3,812 -6%
WAM
927
Wood Asset Management
Florida
$3.01M -$64.4K -1,184 -2%
PTCG
928
Pring Turner Capital Group
California
$2.99M -$150K -2,751 -5%
NIS
929
National Investment Services
Wisconsin
$2.98M +$2.69M +49,457 +921%
STB
930
S&T Bank
Pennsylvania
$2.98M +$56.2K +1,033 +2%
LW
931
Linscomb Wealth
Texas
$2.97M +$77.4K +1,423 +3%
ICOA
932
Investment Centers of America
North Dakota
$2.95M +$1.54M +28,351 +109%
SSIA
933
Spero-Smith Investment Advisers
Ohio
$2.94M -$34K -625 -1%
BRM
934
Boston Research & Management
Massachusetts
$2.94M +$21.8K +400 +0.7%
BCP
935
Blue Chip Partners
Michigan
$2.92M -$195K -3,592 -6%
SP
936
Sarasin & Partners
United Kingdom
$2.92M -$3.12M -57,324 -52%
CWM
937
CIBC World Markets
New York
$2.91M +$241K +4,432 +9%
MMCM
938
Marque Millennium Capital Management
New York
$2.88M – – –
LMIM
939
Lockheed Martin Investment Management
Maryland
$2.86M +$1.39M +25,635 +95%
TF
940
Trutina Financial
Washington
$2.84M -$231K -4,248 -8%
MC
941
MRJ Capital
New York
$2.82M – – –
EHC
942
Everett Harris & Co
California
$2.82M +$56.3K +1,034 +2%
MRCM
943
M&R Capital Management
New Jersey
$2.81M +$89.3K +1,641 +3%
AW
944
ACG Wealth
Georgia
$2.8M +$80.5K +1,480 +3%
MNA
945
Manning & Napier Advisors
New York
$2.79M -$257K -4,730 -8%
TBA
946
Train Babcock Advisors
New York
$2.78M -$57.7K -1,060 -2%
Alyeska Investment Group
947
Alyeska Investment Group
Illinois
$2.78M -$102K -1,871 -4%
RP
948
Raiff Partners
New York
$2.72M +$2.72M +50,000 New
CIA
949
Capital Investment Advisors
Georgia
$2.71M +$32.2K +591 +1%
CCM
950
Compton Capital Management
Rhode Island
$2.7M -$43K -790 -2%
36 37
38
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