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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 %
MM
951
Meridian Management
Arkansas
$2.7M – – –
AAM
952
Aston Asset Management
Illinois
$2.69M +$544K +9,994 +25%
BTNA
953
Bremer Trust National Association
Minnesota
$2.68M +$181K +3,335 +7%
MBTD
954
Mechanics Bank - Trust Department
California
$2.68M +$163K +2,990 +6%
FAM
955
Foothills Asset Management
Arizona
$2.67M -$33.7K -620 -1%
CCM
956
Cohen Capital Management
California
$2.67M – – –
DVM
957
Dreman Value Management
Florida
$2.65M +$245K +4,511 +10%
AHS
958
Aspiriant Holdings S3
California
$2.65M +$50.4K +926 +2%
EB
959
Eastern Bank
Massachusetts
$2.64M +$7.78K +143 +0.3%
SC
960
Savant Capital
Illinois
$2.63M +$14K +257 +0.5%
BSB
961
Bangor Savings Bank
Maine
$2.63M +$190K +3,501 +8%
TRIM
962
Thompson Rubinstein Investment Management
Oregon
$2.59M – – –
BCA
963
Benchmark Capital Advisors
New York
$2.59M +$8.16K +150 +0.3%
CNBT
964
Canandaigua National Bank & Trust
New York
$2.59M -$381 -7 -0%
TBNY
965
Trustco Bank (New York)
New York
$2.57M -$97.3K -1,789 -4%
SIMM
966
Stillwater Investment Management (Minnesota)
Minnesota
$2.57M +$8.43K +155 +0.3%
FHA
967
First Horizon Advisors
Tennessee
$2.56M -$210K -3,855 -8%
GIM
968
Guardian Investment Management
California
$2.54M – – –
BWAM
969
Boyd Watterson Asset Management
Ohio
$2.54M +$3.32K +61 +0.1%
MPA
970
Marvin & Palmer Associates
Delaware
$2.54M +$234K +4,293 +10%
PRC
971
Platte River Capital
Colorado
$2.53M -$326K -6,000 -11%
BFO
972
Boston Family Office
Massachusetts
$2.51M +$2.39K +44 +0.1%
RBC
973
Ronald Blue & Co
Georgia
$2.51M +$530K +9,737 +27%
RA
974
Rational Advisors
New York
$2.51M -$1.4M -25,740 -36%
ECM
975
EagleClaw Capital Management
Massachusetts
$2.51M +$39.1K +717 +2%
37 38
39
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