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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 %
WF
301
Welch & Forbes
Massachusetts
$46M +$807K +15,563 +2%
GLA
302
Great Lakes Advisors
Illinois
$46M +$3.96M +76,336 +9%
MIP
303
Mondrian Investment Partners
United Kingdom
$45.3M -$462K -8,900 -1%
COPPSERS
304
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$45.2M -$343K -6,614 -0.8%
TAM
305
Todd Asset Management
Kentucky
$44.8M -$2.1M -40,426 -4%
Lazard Asset Management
306
Lazard Asset Management
New York
$44.4M -$6.36M -122,619 -13%
SCM
307
Smead Capital Management
Arizona
$43.6M +$1.1M +21,177 +3%
URS
308
Utah Retirement Systems
Utah
$42.9M -$98.6K -1,900 -0.2%
Mitsubishi UFJ Asset Management
309
Mitsubishi UFJ Asset Management
Japan
$42.8M -$3.77M -72,648 -8%
CTB
310
Country Trust Bank
Illinois
$42.1M +$180K +3,461 +0.4%
ELC
311
Edgar Lomax Company
Virginia
$41.5M +$1.03M +19,950 +3%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$41.1M -$11.4M -219,265 -22%
PIM
313
Perkins Investment Management
Illinois
$40.7M +$1.78M +34,366 +5%
AII
314
AGF Investments Inc
Ontario, Canada
$40.5M – – –
DILH
315
Dai-ichi Life Holdings
Japan
$40.1M -$89.8K -1,731 -0.2%
SBCM
316
Schwerin Boyle Capital Management
Massachusetts
$40.1M +$77.8K +1,500 +0.2%
MAM
317
Martingale Asset Management
Massachusetts
$39.8M -$1.8M -34,728 -4%
JAM
318
Jupiter Asset Management
United Kingdom
$39.6M +$8.89M +171,328 +29%
HP
319
Holowesko Partners
Bahamas
$38.8M – – –
MCM
320
McKinley Capital Management
Alaska
$38.7M +$5.76M +110,990 +17%
RCM
321
Riverhead Capital Management
Delaware
$38.6M +$1.61M +31,112 +4%
SMDAM
322
Sumitomo Mitsui DS Asset Management
Japan
$38.5M +$1.04M +19,992 +3%
Nuveen Asset Management
323
Nuveen Asset Management
Illinois
$38.3M +$3.97M +76,461 +12%
RIM
324
RS Investment Management
California
$37.4M +$31.1K +600 +0.1%
ADEF
325
Adams Diversified Equity Fund
Maryland
$37.3M – – –
11 12
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