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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
$6.26B
2
BTS
BB&T Securities
Virginia
$699M
3
Vanguard Group
Vanguard Group
Pennsylvania
$15B
4
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$702M
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$25.6B

Top Sellers

1
SAM
Securian Asset Management
Minnesota
$23.8M
2
Morgan Stanley
Morgan Stanley
New York
$1.13B
3
State Street
State Street
Massachusetts
$11.2B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$8.52B
5
American Century Companies
American Century Companies
Missouri
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
1751
First National Bank of Omaha
Nebraska
$10.6K -$1.19K -21,569 -10%
CAM
1752
ClariVest Asset Management
California
$10K -$333K -5,865 -97%
AT
1753
Arden Trust
Delaware
$9.5K +$4.35K +79,960 +84%
KLWA
1754
Kelly Lawrence W & Associates
California
$9K – – –
UFA
1755
US Financial Advisors
Massachusetts
$9K – – –
SSA
1756
South Street Advisors
New York
$8.52K +$169 +3,110 +2%
FMP
1757
Financial Management Professionals
Texas
$8K – – –
SGAM
1758
Smith Group Asset Management
Texas
$3K – – –
AA
1759
AlphaMark Advisors
Kentucky
$3K – – –
SGC
1760
South Georgia Capital
Illinois
$3K – – –
RBC
1761
Roble Belko & Company
Pennsylvania
$3K +$3K +50 New
NMIS
1762
Northwestern Mutual Investment Services
Wisconsin
$2K +$2K +40 New
WG
1763
Welch Group
Alabama
$904 +$68 +1,258 +8%
WA
1764
WBH Advisory
Maryland
$462 – +2 +0%
VC
1765
Vicus Capital
Pennsylvania
$258 -$6 -103 -2%
EA
1766
Euclid Advisors
Connecticut
– -$120M -2,195,070 Closed
OAMG
1767
Odey Asset Management Group
United Kingdom
– -$120M -2,183,388 Closed
TGA
1768
Trilogy Global Advisors
Florida
– -$47.7M -869,750 Closed
PC
1769
Passport Capital
California
– -$38.8M -707,365 Closed
SCM
1770
Snow Capital Management
Pennsylvania
– -$33M -602,604 Closed
DFO
1771
Duquesne Family Office
New York
– -$24.8M -453,000 Closed
HHC
1772
Hutchin Hill Capital
New York
– -$23.3M -425,000 Closed
CI
1773
Cooper Investors
Australia
– -$22.7M -414,583 Closed
UOC
1774
UBS O'Connor
Illinois
– -$20.8M -379,662 Closed
PHS
1775
PFM Health Sciences
California
– -$16.9M -307,670 Closed
69 70
71
72 73