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Wells Fargo
WFC

Overview Fund Activity

1,786 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 647 increasing their positions, 728 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+115
Holders Change %
+6.88%
% of All Funds
47.66%
Holding in Top 10
361
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.87%
% of All Funds
9.63%
New
189
Increased
647
Reduced
728
Closed
54
Calls
$1.42B
Puts
$2.15B
Net Calls
-$737M
Net Calls Change
-$205M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.92B
2
State Street
State Street
Massachusetts
$11.9B
3
Vanguard Group
Vanguard Group
Pennsylvania
$14.7B
4
Capital International Investors
Capital International Investors
California
$851M
5
American Century Companies
American Century Companies
Missouri
$542M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.36B
2
Bank of America
Bank of America
North Carolina
$1.36B
3
Invesco
Invesco
Georgia
$1.01B
4
AL
AJO LP
Pennsylvania
$0
5
DSA
Davis Selected Advisers
Arizona
$2.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCCM
1726
Timber Creek Capital Management
Massachusetts
$87K – – –
CWM
1727
Catamount Wealth Management
Connecticut
$81K +$81K +1,475 New
PRS
1728
Pinkerton Retirement Specialists
Idaho
$78K +$78K +1,426 New
CFSG
1729
Community Financial Services Group
Vermont
$77K +$5.07K +93 +7%
LWA
1730
Lenox Wealth Advisors
New York
$77K +$27.1K +495 +54%
WCM
1731
Wealthcare Capital Management
Virginia
$75K -$9.83K -179 -12%
OFS
1732
Orrstown Financial Services
Pennsylvania
$74K – – –
CWM
1733
Cranbrook Wealth Management
Michigan
$74K – – –
KA
1734
Klingman & Associates
New York
$71K +$71K +1,303 New
NCM
1735
Nelson Capital Management
California
$68K -$25.3K -465 -27%
PO
1736
Private Ocean
California
$68K – – –
CP
1737
Corbenic Partners
Pennsylvania
$64K +$36.9K +674 +136%
RI
1738
Redwood Investments
Massachusetts
$61K – – –
MUMSS
1739
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56K – – –
CRM
1740
Cramer Rosenthal McGlynn
Connecticut
$55K – – –
FWC
1741
First Washington Corp
Washington
$55K – – –
HDIM
1742
Hanson & Doremus Investment Management
Vermont
$55K +$5.21K +95 +10%
FNYS
1743
First New York Securities
New York
$54.8K +$54.8K +1,000 New
IRS
1744
Invictus RG (Singapore)
Singapore
$44K -$219 -4 -0.5%
SAC
1745
Smith Affiliated Capital
New York
$43.9K -$41.5K – –
GGPS
1746
Gary Goldberg Planning Services
New York
$43K – – –
GI
1747
Gradient Investments
Minnesota
$39K – – –
JIR
1748
James Investment Research
Ohio
$38K – – –
JAM
1749
Jolley Asset Management
North Carolina
$38K – – –
VIMU
1750
Veritas Investment Management (UK)
United Kingdom
$38K – – –
68 69
70
71 72