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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 %
HCM
376
Heathbridge Capital Management
Ontario, Canada
$27.9M -$29.9K -575 -0.1%
FIM
377
Foresters Investment Management
New York
$27.8M – – –
RCIM
378
Russell Clark Investment Management
United Kingdom
$27.4M -$2.49M -48,000 -8%
DIA
379
Dana Investment Advisors
Wisconsin
$27.3M +$797K +15,357 +3%
NI
380
Numeric Investors
Massachusetts
$27.3M -$69.8M -1,346,066 -72%
AAM
381
AMI Asset Management
California
$27.1M -$246K -4,743 -0.9%
FT
382
Fiduciary Trust
Massachusetts
$27.1M -$283K -5,450 -1%
BHIA
383
Birch Hill Investment Advisors
Massachusetts
$26.8M -$4.54M -87,500 -14%
Commonwealth Equity Services
384
Commonwealth Equity Services
Massachusetts
$26.8M +$1.64M +31,605 +7%
DCM
385
Donaldson Capital Management
Indiana
$26.5M +$590K +11,368 +2%
PSUF
386
People's United Financial
Connecticut
$26.5M -$122K -2,343 -0.5%
CIBC World Market
387
CIBC World Market
Ontario, Canada
$26.3M -$904K -17,434 -3%
TCT
388
TIAA CREF Trust
Missouri
$26.3M +$1.19M +22,942 +5%
MSU
389
Maple Securities USA
New Jersey
$26.1M +$26.1M +503,767 New
CI
390
Cooper Investors
Australia
$25.9M +$59.8K +1,153 +0.2%
WI
391
Wafra Inc
New York
$25.5M +$2.92M +56,250 +13%
Jacobs Levy Equity Management
392
Jacobs Levy Equity Management
New Jersey
$25.1M +$19.9M +383,093 +378%
SCM
393
SKBA Capital Management
California
$25.1M -$41.5K -800 -0.2%
PI
394
PineBridge Investments
New York
$24.7M -$1.51M -29,060 -6%
FFA
395
First Foundation Advisors
California
$24.7M +$949K +18,296 +4%
SG Americas Securities
396
SG Americas Securities
New York
$24.7M -$5.29M -101,966 -18%
CIA
397
CCM Investment Advisers
South Carolina
$24.6M +$686K +13,217 +3%
Janney Montgomery Scott
398
Janney Montgomery Scott
Pennsylvania
$24.6M +$381K +7,345 +2%
MIS
399
Morningstar Investment Services
Illinois
$24.3M +$593K +11,432 +2%
WSFS
400
Wilmington Savings Fund Society
Delaware
$24.2M -$400K -7,712 -2%
14 15
16
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