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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 %
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$146M -$945K -16,805 -0.6%
BIP
177
Brandes Investment Partners
California
$143M -$3.48M -61,892 -2%
Korea Investment Corp
178
Korea Investment Corp
South Korea
$141M -$15.9M -282,100 -10%
JHC
179
JFB Holdings Corp
Georgia
$141M -$51.8K -921 -0%
GAM
180
GVO Asset Management
Switzerland
$139M – – –
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$139M +$1.53M +27,189 +1%
YAM
182
Yacktman Asset Management
Texas
$138M -$9.4M -167,134 -6%
Citigroup
183
Citigroup
New York
$137M -$11.8M -209,295 -8%
VFA
184
Virtus Fund Advisers
Connecticut
$131M +$8.47M +150,665 +7%
USSCPF
185
United States Steel & Carnegie Pension Fund
New York
$131M – – –
MC
186
Montag & Caldwell
Georgia
$129M -$19M -337,885 -13%
Robeco Institutional Asset Management
187
Robeco Institutional Asset Management
Netherlands
$128M -$18M -319,699 -12%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$127M -$4.33M -76,934 -3%
Lazard Asset Management
189
Lazard Asset Management
New York
$126M +$22M +390,969 +21%
T
190
Thomaspartners
Massachusetts
$125M +$1.1M +19,475 +0.9%
Pzena Investment Management
191
Pzena Investment Management
New York
$125M -$4.5M -79,982 -3%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$125M -$1.02M -18,202 -0.8%
FMI
193
Factory Mutual Insurance
Massachusetts
$125M – – –
CB
194
Cooke & Bieler
Pennsylvania
$124M -$4.86M -86,500 -4%
RFS
195
Rockefeller Financial Services
New York
$124M +$1.08M +19,123 +0.9%
CM
196
CS McKee
Pennsylvania
$121M -$9.02M -160,349 -7%
ACM
197
Atlanta Capital Management
Georgia
$120M -$5.61M -99,808 -4%
CCM
198
Causeway Capital Management
California
$120M +$13.5M +205,906 +13%
HP
199
Hikari Power
Japan
$119M – – –
FI
200
Focused Investors
California
$118M -$1.18M -21,000 -1%
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