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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 %
BWAM
1001
Boyd Watterson Asset Management
Ohio
$2.62M -$337 -6 -0%
ECM
1002
EagleClaw Capital Management
Massachusetts
$2.62M +$39.2K +700 +2%
DG
1003
Davidson & Garrard
Virginia
$2.61M +$320K +5,682 +14%
AIM
1004
Acropolis Investment Management
Missouri
$2.61M +$102K +1,805 +4%
AWP
1005
Ascent Wealth Partners
New York
$2.6M +$15.5K +275 +0.6%
MPA
1006
Marvin & Palmer Associates
Delaware
$2.59M -$28.1K -500 -1%
RA
1007
Rational Advisors
New York
$2.59M – – –
BSWMG
1008
Barrington Strategic Wealth Management Group
Illinois
$2.59M +$13.3K +236 +0.5%
HIS
1009
Horizon Investment Services
Indiana
$2.59M -$1.94M -34,581 -43%
ACI
1010
Alpha Cubed Investments
California
$2.58M +$484K +8,600 +23%
MBTD
1011
Mechanics Bank - Trust Department
California
$2.57M -$200K -3,550 -7%
AC
1012
Alley Company
Illinois
$2.57M +$19.1K +339 +0.7%
LCM
1013
Leisure Capital Management
California
$2.56M -$6.92K -123 -0.3%
BJL
1014
Brighton Jones LLC
Washington
$2.56M +$93.9K +1,669 +4%
OCM
1015
One Capital Management
California
$2.56M -$2.55M -45,319 -50%
BFO
1016
Boston Family Office
Massachusetts
$2.55M -$45.8K -814 -2%
SAM
1017
Sawgrass Asset Management
Florida
$2.55M +$71.7K +1,275 +3%
ST
1018
Sentinel Trust
Texas
$2.54M +$116K +2,070 +5%
JIC
1019
Johnson Investment Counsel
Ohio
$2.53M +$10.5K +187 +0.4%
SGDR
1020
SPX Gestao de Recursos
Brazil
$2.53M +$2.53M +45,000 New
BT
1021
Beacon Trust
New Jersey
$2.53M +$68.9K +1,225 +3%
CT
1022
Coastline Trust
Rhode Island
$2.52M +$12.7K +225 +0.5%
AC
1023
Addison Capital
Pennsylvania
$2.51M -$6.97K -124 -0.3%
ISL
1024
Ingalls & Snyder LLC
New York
$2.51M -$16.9K -300 -0.7%
WA
1025
WESPAC Advisors
California
$2.51M +$130K +2,319 +5%
39 40
41
42 43