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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 %
Financial Engines Advisors
1751
Financial Engines Advisors
California
$37K -$163 -3 -0.4%
NG
1752
NatWest Group
United Kingdom
$36.2K -$1.39K -25,435 -4%
IMS
1753
Index Management Solutions
Pennsylvania
$36K -$41.4K -762 -54%
AP
1754
Advisors Preferred
Maryland
$34.2K +$34.2K +623 New
IP
1755
Isthmus Partners
Wisconsin
$33K +$33K +600 New
SMG
1756
Spectrum Management Group
Indiana
$29K – – –
TIM
1757
Tortoise Investment Management
New York
$28K +$17.1K +313 +157%
HCM
1758
Horrell Capital Management
Arkansas
$26K -$5.54K -100 -18%
GXMC
1759
Global X Management Company
New York
$25K -$9.63M -173,667 -100%
CFA
1760
Camarda Financial Advisors
Florida
$23K +$21.5K +392 +1,400%
LFR
1761
Lehman Financial Resources
Pennsylvania
$22K -$16.5K -300 -43%
BCB
1762
Brian C. Broderick
$16K -$1.97K -37 -11%
BCMIO
1763
Beacon Capital Management Inc (Ohio)
Ohio
$16K +$10.7K +200 +202%
DOA
1764
D'Orazio & Associates
Virginia
$13K – – –
BRWA
1765
B. Riley Wealth Advisors
Florida
$12.8K +$5.92K +20,605 +86%
DA
1766
Dunvegan Associates
California
$11K – – –
SA
1767
SRH Advisors
Kansas
$11K – – –
PFG
1768
Pacific Financial Group
Washington
$11K +$11K +200 New
TRCT
1769
Tower Research Capital (TRC)
New York
$10K -$3.65M -64,600 -100%
VAM
1770
Visionary Asset Management
Texas
$9K -$2.83M -53,206 -100%
OSAM
1771
O'Shaughnessy Asset Management
Connecticut
$9K -$839 -15 -9%
UFA
1772
US Financial Advisors
Massachusetts
$9K +$9K +169 New
KLWA
1773
Kelly Lawrence W & Associates
California
$9K +$9K +170 New
FCT
1774
Family Capital Trust
Massachusetts
$8K +$8K +139 New
RCG
1775
Ruggie Capital Group
Florida
$8K +$8K +141 New
69 70
71
72 73