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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 %
DIA
351
Davidson Investment Advisors
Montana
$32.2M +$14.8M +321,307 +84%
CBOA
352
Commonwealth Bank of Australia
Australia
$32.1M +$1.1M +21,300 +4%
SCM
353
Snow Capital Management
Pennsylvania
$32M -$12.8M -245,815 -28%
PIM
354
Profit Investment Management
Maryland
$31.7M -$3.8M -73,296 -11%
LPL Financial
355
LPL Financial
California
$31.2M +$674K +13,149 +2%
HHC
356
Hutchin Hill Capital
New York
$31.1M – – –
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$31M -$2.78M -53,502 -8%
HPC
358
HM Payson & Co
Maine
$30.7M +$394K +7,599 +1%
OCAM
359
Onex Canada Asset Management
Ontario, Canada
$30.6M +$132K +2,540 +0.4%
BG
360
Bahl & Gaynor
Ohio
$30.6M +$998K +19,246 +3%
William Blair & Company
361
William Blair & Company
Illinois
$30.4M +$165K +3,190 +0.5%
Zurich Cantonal Bank
362
Zurich Cantonal Bank
Switzerland
$30.2M +$535K +10,305 +2%
MOACM
363
Mutual of America Capital Management
New York
$29.9M +$155K +2,989 +0.5%
PMG
364
Private Management Group
California
$29.8M -$289K -5,566 -1%
LOAMS
365
Lombard Odier Asset Management (Switzerland)
Switzerland
$29.8M +$27.9M +536,101 +1,516%
ACM
366
Alta Capital Management
Utah
$29.7M +$280K +5,394 +1%
AIA
367
Affinity Investment Advisors
California
$29.3M -$3.02M -58,242 -9%
OAM
368
Origin Asset Management
United Kingdom
$28.9M -$472K -9,100 -2%
BC
369
Bartlett & Co
Ohio
$28.9M -$237K -4,567 -0.8%
OPCM
370
Osborne Partners Capital Management
California
$28.9M +$75.2K +1,449 +0.3%
WB
371
WesBanco Bank
West Virginia
$28.7M +$896K +17,267 +3%
BCM
372
Bridgeway Capital Management
Texas
$28.3M +$2.98M +57,400 +12%
KIA
373
KCM Investment Advisors
California
$28.2M +$666K +12,848 +2%
BFS
374
Bradley Foster & Sargent
Connecticut
$28M +$623K +12,009 +2%
ESBC
375
E.S. Barr & Co
Kentucky
$28M -$783K -15,088 -3%
13 14
15
16 17