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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
$399M
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.6B
3
MA
Marshfield Associates
District of Columbia
$144M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$179M
5
CS
Credit Suisse
Switzerland
$818M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.12B
2
Capital World Investors
Capital World Investors
California
$7.52B
3
Franklin Resources
Franklin Resources
California
$1.7B
4
Wells Fargo
Wells Fargo
California
$474M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$1.64B -$4.79M -92,301 -0.3%
Allianz Asset Management
27
Allianz Asset Management
Germany
$1.52B +$20.4M +392,930 +1%
Boston Partners
28
Boston Partners
Massachusetts
$1.37B +$71.2M +1,373,048 +5%
Ameriprise
29
Ameriprise
Minnesota
$1.35B -$42.3M -815,238 -3%
Invesco
30
Invesco
Georgia
$1.28B -$95.1M -1,833,697 -7%
NEAM
31
New England Asset Management
Connecticut
$1.27B -$202K -3,900 -0%
BBHC
32
Brown Brothers Harriman & Co
New York
$1.21B -$427K -8,229 -0%
Legal & General Group
33
Legal & General Group
United Kingdom
$1.15B -$49.1M -946,550 -4%
UBS AM
34
UBS AM
Illinois
$1.09B -$32.9M -634,154 -3%
MAA
35
Managed Account Advisors
New Jersey
$1.06B -$817K -15,760 -0.1%
Morgan Stanley
36
Morgan Stanley
New York
$1.05B +$66.1M +1,274,444 +7%
Fisher Asset Management
37
Fisher Asset Management
Washington
$963M +$378K +7,278 +0%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$919M -$12M -230,975 -1%
LSV Asset Management
39
LSV Asset Management
Illinois
$884M +$4.81M +92,760 +0.5%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$871M -$56.1M -1,081,255 -6%
BIM
41
BlackRock Investment Management
Delaware
$869M -$18.1M -349,101 -2%
Goldman Sachs
42
Goldman Sachs
New York
$868M -$61.3M -1,182,192 -7%
CS
43
Credit Suisse
Switzerland
$818M +$102M +1,973,187 +14%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$776M +$51M +983,285 +7%
GRQ
45
Gardner Russo & Quinn
Pennsylvania
$759M -$408K -7,873 -0.1%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$749M +$482K +9,286 +0.1%
LPU
47
Lansdowne Partners (UK)
United Kingdom
$747M +$56.2M +1,082,527 +8%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$746M +$86.2M +1,662,439 +13%
LP
49
Longview Partners
Guernsey
$706M -$10.8M -208,884 -2%
Primecap Management
50
Primecap Management
California
$692M -$2.48M -47,751 -0.4%
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