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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 %
CAM
1001
Congress Asset Management
Massachusetts
$2.37M -$81.1K -1,490 -3%
HFM
1002
Hartford Financial Management
Connecticut
$2.37M +$142K +2,615 +6%
MNBTD
1003
Moody National Bank Trust Division
Texas
$2.35M -$21.8K -400 -0.9%
LSA
1004
L & S Advisors
California
$2.35M +$2.35M +43,156 New
DCLA
1005
Douglas C. Lane & Associates
New York
$2.34M +$206K +3,789 +10%
IIM
1006
Ipswich Investment Management
Massachusetts
$2.34M +$40.8K +750 +2%
ST
1007
Sentinel Trust
Texas
$2.34M +$102K +1,880 +5%
SCP
1008
Seizert Capital Partners
Michigan
$2.33M -$43.5K -800 -2%
NPA
1009
Nichols & Pratt Advisers
Massachusetts
$2.33M – – –
TF
1010
Tompkins Financial
New York
$2.33M -$34.7K -637 -1%
ANRIA
1011
American National Registered Investment Advisor
Texas
$2.32M -$154K -2,825 -6%
CC
1012
Courier Capital
New York
$2.31M +$453K +8,331 +24%
SA
1013
Strategic Advisors
New York
$2.3M -$163K -3,107 -7%
WA
1014
WESPAC Advisors
California
$2.3M -$482K -8,854 -17%
MM
1015
Midas Management
New York
$2.28M – – –
LH
1016
Lebenthal Holdings
New York
$2.28M +$367K +6,745 +19%
CLOS
1017
Compagnie Lombard Odier SCmA
Switzerland
$2.28M +$462K +8,497 +25%
BO
1018
BRR OpCo
Ohio
$2.26M +$606K +11,134 +37%
NPC
1019
National Planning Corporation
California
$2.26M -$559K -10,034 -20%
ASC
1020
Atalanta Sosnoff Capital
New York
$2.24M -$608K -11,175 -21%
BBA
1021
BLB&B Advisors
Pennsylvania
$2.23M +$341K +6,276 +18%
DG
1022
Davidson & Garrard
Virginia
$2.22M +$54.3K +998 +3%
W
1023
Wealthfront
California
$2.22M +$296K +5,437 +15%
TSWM
1024
Triangle Securities Wealth Management
North Carolina
$2.2M +$25.7K +473 +1%
CAM
1025
Carret Asset Management
New York
$2.19M -$66.2K -1,217 -3%
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