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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 %
EA
1701
Elm Advisors
California
$211K – – –
CA
1702
Corrado Advisors
New Jersey
$209K – – –
TAM
1703
Tealwood Asset Management
Minnesota
$208K – – –
CP
1704
Camelot Portfolios
Ohio
$206K +$206K +3,656 New
HC
1705
Highmount Capital
New York
$205K +$205K +3,649 New
MHIM
1706
MacNealy Hoover Investment Management
Ohio
$205K +$205K +3,650 New
SJL
1707
Shayne & Jacobs LLC
Tennessee
$204K +$204K +3,631 New
TRCT
1708
Tower Research Capital (TRC)
New York
$203K +$154K +2,738 +314%
NCM
1709
Novare Capital Management
North Carolina
$202K +$202K +3,595 New
FCFC
1710
First Commonwealth Financial Corp
Pennsylvania
$202K +$202K +3,598 New
SIC
1711
Schwartz Investment Counsel
Michigan
$201K +$201K +3,580 New
HR
1712
Howe & Rusling
New York
$200K -$10.4K -185 -5%
WA
1713
Winfield Associates
Ohio
$192K – – –
BRWM
1714
B. Riley Wealth Management
Tennessee
$190K -$5.44K -97 -3%
ATC
1715
Adirondack Trust Company
New York
$189K +$43.2K +770 +30%
CHP
1716
Cable Hill Partners
Oregon
$186K +$2.12K +37 +1%
TCM
1717
Tradewinds Capital Management
Washington
$184K +$6.36K +113 +4%
AWS
1718
Aris Wealth Services
Pennsylvania
$182K +$53.9K +956 +42%
BMM
1719
Buffington Mohr McNeal
Idaho
$174K – – –
KCM
1720
Karp Capital Management
California
$171K +$16.8K +300 +11%
SFPIA
1721
Stevens First Principles Investment Advisors
California
$169K -$28.2K -500 -14%
LFR
1722
Lehman Financial Resources
Pennsylvania
$163K +$5.62K +100 +4%
FPFS
1723
First Personal Financial Services
North Carolina
$158K +$26.7K +474 +20%
NSIM
1724
North Star Investment Management
Illinois
$152K – – –
AIC
1725
Ayalon Insurance Company
Israel
$149K -$285K -5,000 -66%
67 68
69
70 71