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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 %
Verition Fund Management
1551
Verition Fund Management
Connecticut
$325K -$26.6K -488 -8%
SAMT
1552
Select Asset Management & Trust
Pennsylvania
$325K – – –
AIM
1553
Arcadia Investment Management
Michigan
$324K -$18.8K -345 -5%
BFG
1554
Bouchey Financial Group
New York
$324K +$54 +1 +0%
HF
1555
Hoxton Financial
West Virginia
$322K -$45.7K -842 -12%
LWM
1556
Lenox Wealth Management
Ohio
$321K -$381K -7,007 -54%
CFG
1557
CKW Financial Group
Hawaii
$321K – – –
CM
1558
Capital Management
Virginia
$321K +$1.14K +21 +0.4%
SWM
1559
Stockman Wealth Management
Montana
$318K +$318K +5,842 New
MIP
1560
Marietta Investment Partners
Wisconsin
$316K – – –
FIM
1561
Fernwood Investment Management
Massachusetts
$314K – – –
KA
1562
Kovack Advisors
Florida
$312K +$34.2K +629 +12%
AF
1563
Aldebaran Financial
$311K -$18.1K -332 -5%
KL
1564
Kinsight LLC
Alabama
$311K – – –
CD
1565
Carl Domino
Florida
$310K +$19K +350 +7%
EGA
1566
E&G Advisors
Texas
$307K – – –
SM
1567
Salzhauer Michael
$306K – – –
SAM
1568
Security Asset Management
New York
$305K -$42.5K -782 -12%
VHAM
1569
Van Hulzen Asset Management
California
$304K +$6.47K +119 +2%
FIB
1570
First Interstate Bank
Montana
$303K +$86.6K +1,594 +40%
RP
1571
Reinhart Partners
Wisconsin
$303K +$303K +5,568 New
CCC
1572
Chelsea Counsel Company
California
$296K – – –
RDM
1573
Retirement Design & Management
Connecticut
$296K +$3.79K +70 +1%
ARMC
1574
American Research & Management Company
Massachusetts
$295K – – –
WI
1575
Wedgewood Investors
Pennsylvania
$293K +$6.53K +120 +2%
61 62
63
64 65