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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
1
Morgan Stanley
New York
$2.21B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$903M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.23B
4
Norges Bank
4
Norges Bank
Norway
$2.7B
5
Capital World Investors
5
Capital World Investors
California
$8.39B

Top Sellers

1
State Street
1
State Street
Massachusetts
$10.9B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5.92B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$15B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.06B
5
BIT
5
BlackRock Institutional Trust
California
$6.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFIA
1751
America First Investment Advisors
Nebraska
$90K – – –
TCCM
1752
Timber Creek Capital Management
Massachusetts
$88K – – –
WCM
1753
Wealthcare Capital Management
Virginia
$87K -$31.3K -559 -26%
CWM
1754
Catamount Wealth Management
Connecticut
$83K – – –
MUS
1755
Mitsubishi UFJ Securities
Japan
$79K -$49.1K -870 -38%
CFSG
1756
Community Financial Services Group
Vermont
$79K -$12.5K -223 -14%
CWM
1757
Cranbrook Wealth Management
Michigan
$76K – – –
OAM
1758
Orinda Asset Management
California
$75K +$75K +1,332 New
IWC
1759
Integrated Wealth Counsel
California
$74K -$17.5K -310 -19%
GI
1760
Gradient Investments
Minnesota
$74K +$16K +283 +27%
KA
1761
Klingman & Associates
New York
$73K – – –
PO
1762
Private Ocean
California
$70K – – –
NCM
1763
Nelson Capital Management
California
$68K -$2.19K -39 -3%
PSI
1764
Pinnacle Summer Investments
Virginia
$65K -$495K -8,711 -88%
RI
1765
Redwood Investments
Massachusetts
$62K – – –
CP
1766
Corbenic Partners
Pennsylvania
$60K – – –
DA
1767
Dunvegan Associates
California
$60K +$48.7K +860 +430%
FWC
1768
First Washington Corp
Washington
$56K – – –
RCG
1769
Ruggie Capital Group
Florida
$54K +$18.8K +330 +53%
LWA
1770
Lenox Wealth Advisors
New York
$53K -$25.4K -455 -32%
SSG
1771
Summit Securities Group
New York
$51K +$51K +900 New
IMS
1772
Index Management Solutions
Pennsylvania
$47K +$29.2K +525 +165%
FNYS
1773
First New York Securities
New York
$46.1K -$24.7K -439 -35%
SAC
1774
Smith Affiliated Capital
New York
$45K -$43.5K – –
SFWA
1775
Summit Financial Wealth Advisors
Louisiana
$43K +$12.9K +230 +43%
69 70
71
72 73