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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 %
WFG
1626
Windsor Financial Group
Minnesota
$231K -$13.5K -248 -6%
OAM
1627
Oberweis Asset Management
Illinois
$231K -$7.57K -139 -3%
LD
1628
Lipe & Dalton
New York
$231K – – –
WA
1629
WealthTrust-Arizona
Arizona
$231K +$2.66K +49 +1%
CTA
1630
Colonial Trust Advisors
South Carolina
$230K +$94.2K +1,734 +69%
NGA
1631
Naples Global Advisors
Florida
$230K +$230K +4,224 New
MPM
1632
Meritage Portfolio Management
Kansas
$229K -$6.27M -115,330 -96%
BOS
1633
Bank of Stockton
California
$228K -$2.72K -50 -1%
SCA
1634
Samson Capital Advisors
New York
$228K – – –
DBT
1635
Dubuque Bank & Trust
Iowa
$228K +$4.79K +88 +2%
DWM
1636
Destination Wealth Management
California
$227K -$9.8K -180 -4%
CASB
1637
Cape Ann Savings Bank
Massachusetts
$227K +$3.54K +65 +2%
PAA
1638
Peregrine Asset Advisers
Oregon
$225K +$225K +4,133 New
AWA
1639
Arete Wealth Advisors
Illinois
$224K – – –
HL
1640
HeadInvest LLC
Maine
$220K +$9.81K +180 +5%
KP
1641
Keel Point
Alabama
$219K +$219K +4,026 New
FC
1642
FCA Corp
Texas
$218K – – –
BCM
1643
Beck Capital Management
Texas
$218K – – –
SWA
1644
SFMG Wealth Advisors
Texas
$218K +$218K +4,007 New
VFP
1645
Verus Financial Partners
Virginia
$217K -$4.74K -87 -2%
MAM
1646
Marquette Asset Management
Minnesota
$215K – – –
CCA
1647
Conestoga Capital Advisors
Pennsylvania
$212K – – –
LFA
1648
Landmark Financial Advisors
Kentucky
$212K +$212K +3,902 New
FAG
1649
Financial Advisory Group
Texas
$210K – – –
PCMK
1650
Paragon Capital Management (Kansas)
Kansas
$208K -$27.7K -510 -12%
64 65
66
67 68