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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 %
B
426
Barings
North Carolina
$21.3M +$1.51M +29,100 +8%
Citadel Advisors
427
Citadel Advisors
Florida
$21.1M +$21.1M +406,386 New
BP
428
Banyan Partners
Florida
$20.9M -$416K -8,023 -2%
FCBT
429
First Citizens Bank & Trust
North Carolina
$20.8M -$938K -18,084 -4%
WIM
430
Waverton Investment Management
United Kingdom
$20.8M +$834K +16,080 +4%
Connor, Clark & Lunn Investment Management (CC&L)
431
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.7M +$4.64M +89,550 +29%
SL
432
Summitry LLC
California
$20.7M +$154K +2,966 +0.7%
AIMCA
433
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$20.7M +$2.32M +44,800 +13%
MI
434
Markston International
New York
$20.7M -$254K -4,900 -1%
DAM
435
Delta Asset Management
Tennessee
$20.6M +$279K +5,369 +1%
V
436
Veritable
Delaware
$20.3M +$708K +13,649 +4%
HW
437
Hancock Whitney
Mississippi
$20.3M -$454K -8,756 -2%
BF
438
BOK Financial
Oklahoma
$20.1M -$1.51M -29,052 -7%
Fidelity International
439
Fidelity International
Bermuda
$20M -$5.21M -100,501 -21%
CIS
440
Capital International Sarl
California
$20M +$576K +11,100 +3%
FDCC
441
Foster Dykema Cabot & Co
Massachusetts
$20M -$64.7K -1,248 -0.3%
ABC
442
Associated Banc-Corp
Wisconsin
$19.9M +$714K +13,762 +4%
ST
443
Sabal Trust
Florida
$19.8M -$107K -2,057 -0.5%
First Trust Advisors
444
First Trust Advisors
Illinois
$19.8M -$1.32M -25,446 -6%
Cohen & Steers
445
Cohen & Steers
New York
$19.7M -$31.7M -611,596 -62%
RMDI
446
R.M. Davis Inc
Maine
$19.5M -$339K -6,543 -2%
BT
447
Brandywine Trust
Delaware
$19.5M – – –
RW
448
Rand Wealth
Maryland
$19.5M -$568K -10,957 -3%
EARNEST Partners
449
EARNEST Partners
Georgia
$19.2M -$331K -6,389 -2%
KRS
450
Kentucky Retirement Systems
Kentucky
$19.2M +$19.2M +369,579 New
16 17
18
19 20