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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 %
ACM
1251
Argyle Capital Management
Pennsylvania
$1.04M – – –
YIA
1252
YHB Investment Advisors
Connecticut
$1.04M +$94.8K +1,741 +10%
MPAM
1253
Murphy Pohlad Asset Management
Minnesota
$1.04M +$219K +4,021 +27%
NSAM
1254
North Star Asset Management
Wisconsin
$1.04M -$23.7K -436 -2%
KCM
1255
Kornitzer Capital Management
Kansas
$1.04M +$27.2K +500 +3%
FCCM
1256
First City Capital Management
Georgia
$1.03M -$6.42K -118 -0.6%
BHBT
1257
Burke & Herbert Bank & Trust
Virginia
$1.03M -$28.3K -520 -3%
VWM
1258
Vector Wealth Management
Minnesota
$1.02M +$18.7K +343 +2%
PIA
1259
Peachtree Investment Advisors
Georgia
$1.02M -$61.2K -1,124 -6%
HCM
1260
Hollencrest Capital Management
California
$1.01M -$476K -8,753 -32%
CA
1261
Cetera Advisors
Colorado
$1.01M +$21K +386 +2%
AIM
1262
Aspen Investment Management
Michigan
$1M +$16.3K +300 +2%
OC
1263
Oarsman Capital
Wisconsin
$1M +$204K +3,742 +26%
EGM
1264
Engineers Gate Manager
New York
$1M +$1M +18,398 New
EWM
1265
Edge Wealth Management
New York
$999K +$6K +110 +0.6%
RWA
1266
Ropes Wealth Advisors
Massachusetts
$996K +$996K +18,311 New
HA
1267
Hamel Associates
New Jersey
$994K +$578K +10,622 +139%
BP
1268
Ballentine Partners
Massachusetts
$993K +$25.7K +473 +3%
ROTUOC
1269
Regents of the University of California
California
$985K -$1.03K -19 -0.1%
ZB
1270
Zions Bancorporation
Utah
$984K +$984K +18,097 New
LCS
1271
Levin Capital Strategies
New York
$981K -$199K -3,662 -17%
TFA
1272
Transamerica Financial Advisors
Florida
$980K +$83.5K +1,535 +9%
JWM
1273
Jacobus Wealth Management
Wisconsin
$978K – – –
BIC
1274
Beach Investment Counsel
Pennsylvania
$977K – – –
DP
1275
Delta Partners
Massachusetts
$968K -$5.63M -103,600 -85%
49 50
51
52 53