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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
$2.21B
2
Capital Research Global Investors
Capital Research Global Investors
California
$903M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$9.23B
4
Norges Bank
Norges Bank
Norway
$2.7B
5
Capital World Investors
Capital World Investors
California
$8.39B

Top Sellers

1
State Street
State Street
Massachusetts
$10.9B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.92B
3
Vanguard Group
Vanguard Group
Pennsylvania
$15B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.06B
5
BIT
BlackRock Institutional Trust
California
$6.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
1651
Domani Wealth
Pennsylvania
$264K +$264K +4,700 New
CCMW
1652
Cypress Capital Management (Wyoming)
Wyoming
$263K – – –
BA
1653
BKS Advisors
Michigan
$263K -$5.97K -106 -2%
SCM
1654
Salem Capital Management
Massachusetts
$262K – – –
HIC
1655
Hartline Investment Corp
Illinois
$262K +$262K +4,660 New
CFA
1656
Capstone Financial Advisors
Illinois
$259K -$115K -2,040 -31%
SHWM
1657
Smith & Howard Wealth Management
Georgia
$259K – – –
NCMG
1658
NCM Capital Management Group
North Carolina
$258K -$19.7K -350 -7%
VC
1659
Vicus Capital
Pennsylvania
$258K -$8.9K -158 -3%
BWA
1660
Burt Wealth Advisors
Maryland
$257K – – –
BST
1661
Bath Savings Trust
Maine
$257K +$3.66K +65 +1%
FWM
1662
Focused Wealth Management
New York
$253K +$506 +9 +0.2%
HL
1663
HeadInvest LLC
Maine
$253K +$26.1K +465 +12%
Fiera Capital (Canada)
1664
Fiera Capital (Canada)
Quebec, Canada
$253K +$27K +479,344 +12%
EWM
1665
Evermay Wealth Management
Virginia
$247K -$12.2K -217 -5%
JIP
1666
Jaffetilchin Investment Partners
Florida
$247K +$169 +3 +0.1%
GAM
1667
Gemmer Asset Management
California
$246K -$731 -13 -0.3%
SWM
1668
Segment Wealth Management
Texas
$246K – – –
BMC
1669
Benin Management Corp
Connecticut
$246K – – –
VCM
1670
Vigilant Capital Management
Maine
$245K – – –
CASB
1671
Cape Ann Savings Bank
Massachusetts
$243K +$8.45K +150 +4%
BG
1672
Bollard Group
Massachusetts
$241K -$111K -1,972 -32%
I2I
1673
Insight 2811 Inc
Illinois
$240K – – –
WA
1674
WealthTrust-Arizona
Arizona
$239K -$225 -4 -0.1%
LD
1675
Lipe & Dalton
New York
$239K – – –
65 66
67
68 69