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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 %
DCM
1851
Dynamic Capital Management
Jersey
– -$533K -9,800 Closed
BC
1852
Brinker Capital
Pennsylvania
– -$521K -9,580 Closed
KAH
1853
Kathryn A. Hall
– -$403K -7,400 Closed
QAM
1854
Quantres Asset Management
Cayman Islands
– -$397K -7,300 Closed
PIC
1855
Portland Investment Counsel
Ontario, Canada
– -$332K -6,100 Closed
RP
1856
Reinhart Partners
Wisconsin
– -$303K -5,568 Closed
GIM
1857
Groesbeck Investment Management
New Jersey
– -$288K -5,300 Closed
TCM
1858
Traynor Capital Management
Pennsylvania
– -$279K -5,134 Closed
BFM
1859
Boothbay Fund Management
New York
– -$253K -4,659 Closed
CISOA
1860
Capital Investment Services of America
Wisconsin
– -$244K -4,483 Closed
SWA
1861
SFMG Wealth Advisors
Texas
– -$218K -4,007 Closed
LFA
1862
Landmark Financial Advisors
Kentucky
– -$212K -3,902 Closed
PCMK
1863
Paragon Capital Management (Kansas)
Kansas
– -$208K -3,825 Closed
ACP
1864
Aviance Capital Partners
Florida
– -$190K -3,500 Closed
ARC
1865
Absolute Return Capital
Massachusetts
– -$119K -2,185 Closed
PCM
1866
Prelude Capital Management
New York
– -$67K -1,229 Closed
ACM
1867
Americafirst Capital Management
California
– -$49.9K -917 Closed
NMIS
1868
Northwestern Mutual Investment Services
Wisconsin
– -$2K -40 Closed
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