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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 %
SCCM
401
Schafer Cullen Capital Management
New York
$24.2M +$1.52M +29,290 +7%
LI
402
LMCG Investments
Massachusetts
$24.1M -$368K -7,103 -2%
TAM
403
Tocqueville Asset Management
New York
$24M +$157K +3,027 +0.7%
GT
404
Greenleaf Trust
Michigan
$24M +$41.5K +801 +0.2%
CFB
405
Cullen/Frost Bankers
Texas
$23.7M +$203K +3,922 +0.9%
GCM
406
Grandmaster Capital Management
California
$23.6M +$1.26M +24,330 +6%
DADC
407
D.A. Davidson & Co
Montana
$23.6M -$700K -13,499 -3%
FWCM
408
Ferguson Wellman Capital Management
Oregon
$23.4M +$466K +8,987 +2%
NLGIA
409
Nippon Life Global Investors Americas
New York
$23.1M – – –
VDI
410
Vaughan David Investments
Illinois
$22.9M -$79.9K -1,541 -0.3%
OI
411
Oakbrook Investments
Illinois
$22.8M -$23.6M -454,833 -51%
ECM
412
Estabrook Capital Management
New York
$22.6M -$399K -7,701 -2%
CWP
413
Capital Wealth Planning
Florida
$22.6M -$378K -7,291 -2%
KWILP
414
Kiwi Wealth Investments Limited Partnership
New Zealand
$22.5M +$909K +17,533 +4%
BKBG
415
BHF Kleinwort Benson Group
Belgium
$22.3M +$291K +5,615 +1%
JVBC
416
J.V. Bruni & Co
Colorado
$22.1M – – –
SAM
417
Securian Asset Management
Minnesota
$22M -$373K -7,188 -2%
HCM
418
Highbridge Capital Management
New York
$21.9M +$21.9M +421,518 New
CI
419
Capital International
California
$21.8M +$2.06M +39,800 +10%
BVDMP
420
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$21.6M +$4.15M +80,000 +24%
HCM
421
Hutchinson Capital Management
California
$21.6M -$615K -11,865 -3%
AIM
422
Avity Investment Management
Connecticut
$21.5M -$25.9K -499 -0.1%
MFBTD
423
MB Financial Bank - Trust Department
Illinois
$21.4M +$11.1M +213,383 +108%
STC
424
SEI Trust Company
Pennsylvania
$21.4M -$1.81M -34,928 -8%
LIA
425
LS Investment Advisors
Michigan
$21.3M +$763K +14,702 +4%
15 16
17
18 19