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Wells Fargo
WFC

Overview Fund Activity

1,671 hedge funds and large institutions have $207B invested in Wells Fargo in 2014 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 645 increasing their positions, 731 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,671
Holders Change
+23
Holders Change %
+1.4%
% of All Funds
48.52%
Holding in Top 10
341
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.06%
% of All Funds
9.9%
New
74
Increased
645
Reduced
731
Closed
35
Calls
$1.25B
Puts
$1.78B
Net Calls
-$532M
Net Calls Change
-$222M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$288M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$223M
3
MA
Marshfield Associates
District of Columbia
+$144M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$108M
5
CS
Credit Suisse
Switzerland
+$102M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.08B
2
Capital World Investors
Capital World Investors
California
-$1B
3
Franklin Resources
Franklin Resources
California
-$672M
4
Wells Fargo
Wells Fargo
California
-$261M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
276
Asset Management One
Japan
$60.2M -$52.1K -1,006 -0.1%
KIG
277
Kovitz Investment Group
Illinois
$59.4M -$791K -15,263 -1%
ZIM
278
Zacks Investment Management
Illinois
$58.4M +$1.63M +31,443 +3%
CIC
279
Chilton Investment Company
Connecticut
$58.3M +$2.68M +51,725 +5%
GH
280
GAM Holding
Switzerland
$57M -$961K -18,526 -2%
GP
281
GLG Partners
United Kingdom
$56.6M +$34M +655,708 +151%
HIM
282
Hermes Investment Management
United Kingdom
$56.1M +$9.96M +192,040 +22%
PP
283
PDT Partners
New York
$53.8M +$53.8M +1,036,241 New
SAM
284
Shell Asset Management
Netherlands
$53.6M -$709K -13,662 -1%
VDBMI
285
Van Den Berg Management I
Texas
$52.8M -$2.25M -43,474 -4%
FQ
286
First Quadrant
California
$51.8M +$31.1K +600 +0.1%
RCM
287
RNC Capital Management
California
$51.7M +$1.85M +35,607 +4%
DAM
288
Davis Asset Management
California
$51.2M +$51.2M +987,900 New
OPERF
289
Oregon Public Employees Retirement Fund
Oregon
$51.2M +$405K +7,800 +0.8%
QI
290
QV Investors
Alberta, Canada
$50.1M +$4.84M +93,370 +11%
MA
291
MUFG Americas
New York
$49.8M +$1.08M +20,910 +2%
CB
292
Commerce Bank
Missouri
$49.7M +$1.93M +37,162 +4%
TCM
293
Tetrem Capital Management
Manitoba, Canada
$49.1M +$6.43M +123,980 +15%
HI
294
Honeywell International
North Carolina
$48.6M -$5.2M -100,300 -10%
BCM
295
Barometer Capital Management
Ontario, Canada
$48.3M -$1.27M -24,500 -3%
TGA
296
Trilogy Global Advisors
Florida
$48M +$26.1M +503,955 +119%
HNB
297
Huntington National Bank
Ohio
$47.9M +$1.68M +32,298 +4%
Macquarie Group
298
Macquarie Group
Australia
$47.4M -$7.28M -140,347 -13%
TAM
299
Tiverton Asset Management
Delaware
$46.7M – – –
AAIM
300
American Assets Investment Management
California
$46.5M – – –
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