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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 %
TF
1051
Tompkins Financial
New York
$2.35M -$55.7K -990 -2%
AC
1052
Allstate Corporation
Illinois
$2.34M -$2.45M -43,525 -51%
DCLA
1053
Douglas C. Lane & Associates
New York
$2.33M -$95.5K -1,698 -4%
CAM
1054
Congress Asset Management
Massachusetts
$2.29M -$159K -2,828 -6%
TSWM
1055
Triangle Securities Wealth Management
North Carolina
$2.28M +$281 +5 +0%
RP
1056
Raiff Partners
New York
$2.25M -$563K -10,000 -20%
SLG
1057
Stanley-Laman Group
Pennsylvania
$2.24M +$31.9K +567 +1%
CC
1058
Chubb Corp
New Jersey
$2.24M – – –
TCM
1059
Telos Capital Management
California
$2.24M +$70.4K +1,251 +3%
BBA
1060
BLB&B Advisors
Pennsylvania
$2.23M -$68.5K -1,217 -3%
RHDIC
1061
R.H. Dinel Investment Counsel
California
$2.23M +$402K +7,150 +22%
ICOA
1062
Investment Centers of America
North Dakota
$2.23M -$828K -14,724 -27%
SSI
1063
Scott & Selber Inc
Texas
$2.22M +$2.22M +39,516 New
LC
1064
Lourd Capital
California
$2.22M +$5.96K +106 +0.3%
CCA
1065
Checchi Capital Advisers
California
$2.22M +$143K +2,535 +7%
ST
1066
Smithfield Trust
Pennsylvania
$2.22M +$6.02K +107 +0.3%
BWM
1067
Braver Wealth Management
Massachusetts
$2.21M +$1.69K +30 +0.1%
MCM
1068
MAI Capital Management
Ohio
$2.2M +$63.4K +1,128 +3%
GVT
1069
Genesee Valley Trust
New York
$2.2M +$68.9K +1,225 +3%
WCM
1070
Westend Capital Management
California
$2.19M +$67.2K +1,210 +3%
SGAM
1071
Steinberg Global Asset Management
Florida
$2.19M +$185K +3,287 +9%
HAG
1072
HighPoint Advisor Group
Illinois
$2.19M +$1.37M +24,388 +168%
NIC
1073
Northwest Investment Counselors
Oregon
$2.18M -$5.74K -102 -0.3%
CAM
1074
Carret Asset Management
New York
$2.17M -$93.1K -1,655 -4%
B
1075
BancorpSouth
Mississippi
$2.17M +$236K +4,203 +12%
41 42
43
44 45