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Wells Fargo
WFC

Overview Fund Activity

1,786 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 647 increasing their positions, 728 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+115
Holders Change %
+6.88%
% of All Funds
47.66%
Holding in Top 10
361
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.87%
% of All Funds
9.63%
New
189
Increased
647
Reduced
728
Closed
54
Calls
$1.42B
Puts
$2.15B
Net Calls
-$737M
Net Calls Change
-$205M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.92B
2
State Street
State Street
Massachusetts
$11.9B
3
Vanguard Group
Vanguard Group
Pennsylvania
$14.7B
4
Capital International Investors
Capital International Investors
California
$851M
5
American Century Companies
American Century Companies
Missouri
$542M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.36B
2
Bank of America
Bank of America
North Carolina
$1.36B
3
Invesco
Invesco
Georgia
$1.01B
4
AL
AJO LP
Pennsylvania
$0
5
DSA
Davis Selected Advisers
Arizona
$2.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$25.4B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.7B +$380M +6,933,061 +3%
State Street
3
State Street
Massachusetts
$11.9B +$485M +8,845,160 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.86B +$23.8M +434,462 +0.3%
Capital World Investors
5
Capital World Investors
California
$7.91B -$35.4M -645,000 -0.4%
BIT
6
BlackRock Institutional Trust
California
$6.94B -$42.2M -770,133 -0.6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.93B +$30M +547,415 +0.4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$5.62B -$2.35M -42,902 -0%
Dodge & Cox
9
Dodge & Cox
California
$3.97B -$7.21M -131,574 -0.2%
Northern Trust
10
Northern Trust
Illinois
$3.81B -$2.12M -38,749 -0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.57B -$89.2M -1,626,294 -2%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$3.02B – – –
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$2.92B -$94.2M -1,718,676 -3%
BFA
14
BlackRock Fund Advisors
California
$2.87B +$16.3M +298,136 +0.6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.67B -$89.9M -1,639,605 -3%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.42B +$23.4M +427,674 +1%
Norges Bank
17
Norges Bank
Norway
$2.28B +$43.5M +793,270 +2%
DSA
18
Davis Selected Advisers
Arizona
$2.26B -$221M -4,025,360 -9%
BG
19
BlackRock Group
United Kingdom
$2.21B +$63.4M +1,155,668 +3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.04B +$59.4M +1,085,079 +3%
Harris Associates
21
Harris Associates
Illinois
$1.99B -$4.58M -83,577 -0.2%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.97B -$214M -3,897,504 -10%
Morgan Stanley
23
Morgan Stanley
New York
$1.92B +$806M +14,700,799 +73%
BA
24
BlackRock Advisors
Delaware
$1.78B -$210M -3,826,060 -11%
TCIM
25
TIAA CREF Investment Management
New York
$1.75B -$116M -2,111,573 -6%
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