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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 %
AF
1451
Allworth Financial
California
$470K +$272 +5 +0.1%
SBWM
1452
Sunflower Bank Wealth Management
Arizona
$467K -$46.8K -860 -9%
CICI
1453
Capital Investment Counsel Inc
North Carolina
$466K +$27.2K +500 +6%
FMWA
1454
Forvis Mazars Wealth Advisors
Missouri
$466K +$85.3K +1,566 +22%
MCWS
1455
McKinley Carter Wealth Services
West Virginia
$466K +$157K +2,883 +51%
OPTFSNA
1456
Old Point Trust & Financial Services N A
Virginia
$464K -$111K -2,048 -19%
CC
1457
Colrain Capital
Massachusetts
$462K -$190K -3,500 -29%
CPIG
1458
Chicago Partners Investment Group
Illinois
$462K -$3.57K -65 -0.8%
PHAM
1459
Palisades Hudson Asset Management
Florida
$461K +$43.5K +800 +10%
FNBOH
1460
First National Bank of Hutchinson
Kansas
$454K -$80.2K -1,475 -15%
PHS
1461
Pekin Hardy Strauss
Illinois
$452K -$2.84M -52,262 -86%
VNA
1462
VNBTrust National Association
Virginia
$452K – – –
SWK
1463
Stephen W. Kidder
$450K +$15.1K +277 +3%
CCA
1464
Cobblestone Capital Advisors
New York
$449K -$58K -1,067 -11%
HCM
1465
Hodges Capital Management
Texas
$447K -$41.8K -768 -9%
CAL
1466
Capital Analysts LLC
Pennsylvania
$439K +$26.4K +486 +6%
CM
1467
Cornerstone Management
Georgia
$438K -$2.12K -39 -0.5%
MSFP
1468
Mark Sheptoff Financial Planning
Connecticut
$437K – – –
DPI
1469
Diversified Portfolios Inc
Michigan
$433K – – –
MSU
1470
Maple Securities USA
New Jersey
$430K -$16.1M -296,658 -97%
WDA
1471
Wendell David Associates
New Hampshire
$430K – – –
SIC
1472
Sigma Investment Counselors
Michigan
$429K +$381 +7 +0.1%
TYCC
1473
Texas Yale Capital Corp
Florida
$428K – – –
CYG
1474
Clean Yield Group
Vermont
$427K – – –
SCM
1475
Sterneck Capital Management
Missouri
$426K -$4.19K -77 -1%
57 58
59
60 61