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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 %
TCOT
1026
Trust Company of Toledo
Ohio
$2.19M -$15.6K -286 -0.7%
HCM
1027
Hengehold Capital Management
Ohio
$2.17M -$58.9K -1,082 -3%
CC
1028
Chubb Corp
New Jersey
$2.17M – – –
MCM
1029
Murphy Capital Management
New Jersey
$2.16M +$237K +4,350 +12%
LC
1030
Lourd Capital
California
$2.14M +$42.4K +780 +2%
SLG
1031
Stanley-Laman Group
Pennsylvania
$2.14M -$180K -3,315 -8%
ST
1032
Smithfield Trust
Pennsylvania
$2.14M +$197K +3,629 +10%
BWM
1033
Braver Wealth Management
Massachusetts
$2.13M +$2.13M +39,193 New
AUB
1034
Atlantic Union Bankshares
Virginia
$2.13M -$149K -2,741 -7%
MF
1035
Magnetar Financial
Illinois
$2.13M +$2.13M +39,136 New
NIC
1036
Northwest Investment Counselors
Oregon
$2.11M -$41.9K -771 -2%
CS
1037
Cannell & Spears
New York
$2.11M +$59.7K +1,098 +3%
B
1038
Bailard
California
$2.11M +$59.9K +1,101 +3%
AL
1039
Agran Libbie
California
$2.11M +$73.5K +1,352 +4%
WWM
1040
Willingdon Wealth Management
North Carolina
$2.11M -$605K -11,114 -22%
SAM
1041
Sequent Asset Management
Texas
$2.1M -$176K -3,233 -8%
TCM
1042
Telos Capital Management
California
$2.1M +$77.6K +1,426 +4%
LOAMS
1043
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.08M -$12.9M -235,412 -86%
WCM
1044
Westend Capital Management
California
$2.08M -$383K -7,072 -16%
TCOTO
1045
Trust Company of the Ozarks
Missouri
$2.07M – – –
MCM
1046
MAI Capital Management
Ohio
$2.07M +$80.9K +1,487 +4%
GF
1047
Gerstein Fisher
New York
$2.07M +$27K +497 +1%
GVT
1048
Genesee Valley Trust
New York
$2.06M +$238K +4,381 +13%
CCM
1049
Carlson Capital Management
Minnesota
$2.03M +$5.6K +103 +0.3%
ACI
1050
Alpha Cubed Investments
California
$2.03M -$1.39M -25,458 -41%
40 41
42
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