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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 %
BCMIO
1801
Beacon Capital Management Inc (Ohio)
Ohio
$17K – – –
DOA
1802
D'Orazio & Associates
Virginia
$14K – – –
PTC
1803
Philadelphia Trust Company
Pennsylvania
$13.6K -$785K -44,149 -98%
CPA
1804
Cowen Prime Advisors
New York
$12K -$249K -4,294 -95%
PRS
1805
Pinkerton Retirement Specialists
Idaho
$12K +$12K +203 New
LM
1806
Lincluden Management
Ontario, Canada
$11.2K -$147 -2,610 -1%
SA
1807
SRH Advisors
Kansas
$11K – – –
UFA
1808
US Financial Advisors
Massachusetts
$11K +$1.56K +28 +17%
CCA
1809
Catalyst Capital Advisors
New York
$11K +$11K +190 New
FCT
1810
Family Capital Trust
Massachusetts
$11K +$11K +200 New
FNBOO
1811
First National Bank of Omaha
Nebraska
$10.6K – – –
KLWA
1812
Kelly Lawrence W & Associates
California
$10K – – –
NC
1813
NewSquare Capital
Pennsylvania
$10K +$10K +175 New
AT
1814
Arden Trust
Delaware
$9.72K -$102 -1,814 -1%
CAM
1815
ClariVest Asset Management
California
$9K -$659 -12 -7%
OSAM
1816
O'Shaughnessy Asset Management
Connecticut
$8K -$14.4K -262 -64%
WBG
1817
Wharton Business Group
Pennsylvania
$4.7K – – –
AH
1818
Achievement Holdings
Illinois
$4.22K +$4.22K +75,000 New
FMP
1819
Financial Management Professionals
Texas
$4K -$3.95K -75 -50%
1GA
1820
1st Global Advisors
Texas
$3.49K +$104 +1,848 +3%
RBC
1821
Roble Belko & Company
Pennsylvania
$3K – – –
SGAM
1822
Smith Group Asset Management
Texas
$3K – – –
AA
1823
AlphaMark Advisors
Kentucky
$3K – – –
MAS
1824
Madden Advisory Services
Florida
$3K +$3K +59 New
HCM
1825
Hall Capital Management
Rhode Island
$1K +$53 +1,802 +6%
71 72
73
74 75