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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 %
BRM
951
Boston Research & Management
Massachusetts
$3.04M +$2.19K +39 +0.1%
CSM
952
Central Square Management
Illinois
$3.02M +$1.44M +25,529 +90%
SSIA
953
Spero-Smith Investment Advisers
Ohio
$3.02M -$23.4K -416 -0.8%
CIA
954
Capital Investment Advisors
Georgia
$3.01M +$213K +3,796 +8%
AGI
955
Athena Global Investors
Virginia
$2.99M -$899K -15,994 -23%
LSA
956
L & S Advisors
California
$2.97M +$544K +9,676 +22%
EHC
957
Everett Harris & Co
California
$2.95M +$32.2K +572 +1%
CNBT
958
Canandaigua National Bank & Trust
New York
$2.94M +$266K +4,729 +10%
FHA
959
First Horizon Advisors
Tennessee
$2.94M +$298K +5,293 +11%
AW
960
ACG Wealth
Georgia
$2.93M +$39.5K +702 +1%
CLOS
961
Compagnie Lombard Odier SCmA
Switzerland
$2.93M +$572K +10,183 +24%
AHS
962
Aspiriant Holdings S3
California
$2.92M +$184K +3,270 +7%
MC
963
MRJ Capital
New York
$2.92M – – –
NIS
964
National Investment Services
Wisconsin
$2.9M -$188K -3,350 -6%
WP
965
WealthPLAN Partners
Nebraska
$2.88M +$822K +14,614 +40%
TBA
966
Train Babcock Advisors
New York
$2.87M -$281 -5 -0%
BSB
967
Bangor Savings Bank
Maine
$2.87M +$147K +2,609 +5%
DWM
968
Destination Wealth Management
California
$2.86M +$2.62M +46,614 +1,118%
STB
969
S&T Bank
Pennsylvania
$2.86M -$227K -4,037 -7%
CWM
970
CIBC World Markets
New York
$2.85M -$161K -2,860 -5%
VOAM
971
Vertex One Asset Management
British Columbia, Canada
$2.85M -$624K -11,100 -18%
ASC
972
Atalanta Sosnoff Capital
New York
$2.85M +$529K +9,411 +23%
GIM
973
Guardian Investment Management
California
$2.85M +$171K +3,000 +6%
EB
974
Eastern Bank
Massachusetts
$2.83M +$93.2K +1,657 +3%
AMM
975
American Money Management
California
$2.82M +$256K +4,560 +10%
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39
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