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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 %
MC
1026
Moors & Cabot
Massachusetts
$2.5M +$56.4K +1,005 +2%
DPIM
1027
Duff & Phelps Investment Management
Illinois
$2.5M – – –
LCM
1028
Logan Capital Management
Pennsylvania
$2.49M +$2.48K +44 +0.1%
PCTC
1029
Perkins Coie Trust Company
Washington
$2.49M +$9.45K +168 +0.4%
NPC
1030
National Planning Corporation
California
$2.48M +$164K +2,875 +7%
NJBEST
1031
New Jersey Better Educational Savings Trust
New Jersey
$2.48M -$1.24M -22,000 -33%
TF
1032
Trutina Financial
Washington
$2.47M -$464K -8,257 -16%
FB
1033
Fulton Bank
Pennsylvania
$2.47M +$11.2K +199 +0.5%
TCOT
1034
Trust Company of Toledo
Ohio
$2.46M +$203K +3,618 +9%
LNC
1035
Lincoln National Corp
Pennsylvania
$2.45M +$451K +7,774 +23%
AL
1036
Agran Libbie
California
$2.45M +$266K +4,735 +12%
DWM
1037
Dorchester Wealth Management
Quebec, Canada
$2.44M +$2.44M +34,738 New
HFM
1038
Hartford Financial Management
Connecticut
$2.43M -$12.7K -225 -0.5%
MNBTD
1039
Moody National Bank Trust Division
Texas
$2.43M – – –
MFIMFI
1040
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.42M -$34.4K -611 -1%
DWA
1041
Douglass Winthrop Advisors
New York
$2.41M – – –
NPA
1042
Nichols & Pratt Advisers
Massachusetts
$2.41M – – –
HAM
1043
Highstreet Asset Management
Ontario, Canada
$2.4M -$1.05M -18,608 -30%
ANRIA
1044
American National Registered Investment Advisor
Texas
$2.4M – – –
CC
1045
Courier Capital
New York
$2.39M +$1.86K +33 +0.1%
IIM
1046
Ipswich Investment Management
Massachusetts
$2.38M -$38K -675 -2%
SCP
1047
Seizert Capital Partners
Michigan
$2.38M -$33.7K -600 -1%
MMCM
1048
Marque Millennium Capital Management
New York
$2.37M -$602K -10,700 -20%
PRC
1049
Platte River Capital
Colorado
$2.37M -$242K -4,307 -9%
MM
1050
Midas Management
New York
$2.36M – – –
40 41
42
43 44