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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 %
MFS
976
Monetta Financial Services
Illinois
$2.81M +$1.41M +25,000 +100%
CCM
977
Compton Capital Management
Rhode Island
$2.79M -$8.44K -150 -0.3%
Marshall Wace
978
Marshall Wace
United Kingdom
$2.77M +$2.77M +49,276 New
DVM
979
Dreman Value Management
Florida
$2.76M +$23.7K +422 +0.9%
SPC
980
Sigma Planning Corp
Michigan
$2.76M +$228K +4,053 +9%
CCM
981
Cohen Capital Management
California
$2.76M – – –
RBC
982
Ronald Blue & Co
Georgia
$2.75M +$151K +2,692 +6%
MM
983
Meridian Management
Arkansas
$2.73M -$61.6K -1,095 -2%
ZB
984
Zions Bancorporation
Utah
$2.72M +$1.7M +30,227 +167%
MRCM
985
M&R Capital Management
New Jersey
$2.7M -$205K -3,643 -7%
TC
986
Taylor Cottrill
New Hampshire
$2.69M +$124K +2,200 +5%
AAM
987
Aston Asset Management
Illinois
$2.69M -$89.7K -1,595 -3%
PAM
988
Princeton Alpha Management
New Jersey
$2.68M +$2.68M +47,730 New
TRIM
989
Thompson Rubinstein Investment Management
Oregon
$2.68M – – –
CC
990
Curian Capital
Colorado
$2.67M +$95.4K +1,696 +4%
SC
991
Savant Capital
Illinois
$2.67M -$54.4K -967 -2%
CFA
992
Carroll Financial Associates
North Carolina
$2.66M +$1.21M +21,447 +83%
SIMM
993
Stillwater Investment Management (Minnesota)
Minnesota
$2.65M -$956 -17 -0%
TBNY
994
Trustco Bank (New York)
New York
$2.64M -$16.9K -300 -0.6%
DA
995
Denali Advisors
California
$2.64M +$2.64M +47,000 New
TNAM
996
Terra Nova Asset Management
New York
$2.64M +$1.13M +20,011 +74%
FAM
997
Foothills Asset Management
Arizona
$2.64M -$122K -2,175 -4%
BO
998
BRR OpCo
Ohio
$2.63M +$296K +5,263 +13%
EP
999
Edgestream Partners
New Jersey
$2.63M +$2.36M +41,936 +869%
BCA
1000
Benchmark Capital Advisors
New York
$2.62M -$59K -1,050 -2%
38 39
40
41 42