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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 %
AWP
976
Ascent Wealth Partners
New York
$2.5M +$36.2K +665 +1%
CC
977
Curian Capital
Colorado
$2.49M -$12.7M -233,421 -84%
BSWMG
978
Barrington Strategic Wealth Management Group
Illinois
$2.49M +$13.6K +250 +0.5%
LCM
979
Leisure Capital Management
California
$2.49M +$48.3K +887 +2%
TC
980
Taylor Cottrill
New Hampshire
$2.48M -$39.4K -725 -2%
AMM
981
American Money Management
California
$2.48M -$45.5K -837 -2%
AC
982
Alley Company
Illinois
$2.46M +$275K +5,046 +13%
SPC
983
Sigma Planning Corp
Michigan
$2.45M +$280K +5,145 +13%
PTC
984
Philadelphia Trust Company
Pennsylvania
$2.44M -$87.7K -1,612 -3%
ISL
985
Ingalls & Snyder LLC
New York
$2.44M -$69.7K -1,281 -3%
JIC
986
Johnson Investment Counsel
Ohio
$2.44M +$140K +2,572 +6%
AC
987
Addison Capital
Pennsylvania
$2.44M -$15.3K -282 -0.6%
CT
988
Coastline Trust
Rhode Island
$2.43M -$59.9K -1,100 -2%
AIM
989
Acropolis Investment Management
Missouri
$2.42M +$90.3K +1,660 +4%
DPIM
990
Duff & Phelps Investment Management
Illinois
$2.42M -$80K -1,470 -3%
DWA
991
Douglass Winthrop Advisors
New York
$2.41M +$342K +6,288 +17%
LCM
992
Logan Capital Management
Pennsylvania
$2.4M -$10.3K -190 -0.4%
SAM
993
Sawgrass Asset Management
Florida
$2.4M +$2.72K +50 +0.1%
PCTC
994
Perkins Coie Trust Company
Washington
$2.4M +$110K +2,030 +5%
SAMC
995
Shinko Asset Management Company
Japan
$2.39M +$127K +2,335 +6%
BJL
996
Brighton Jones LLC
Washington
$2.39M -$65.2K -1,198 -3%
BT
997
Beacon Trust
New Jersey
$2.38M +$241K +4,429 +11%
FB
998
Fulton Bank
Pennsylvania
$2.38M -$12.3K -227 -0.5%
MC
999
Moors & Cabot
Massachusetts
$2.37M -$146K -2,674 -6%
MFIMFI
1000
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.37M -$7.07K -130 -0.3%
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