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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 %
WT
476
Whittier Trust
California
$17M -$76.2K -1,470 -0.4%
FTIOP
477
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17M -$84.8K -1,635 -0.5%
JAM
478
JCIC Asset Management
Ontario, Canada
$16.9M -$110K -2,115 -0.6%
CPSAC
479
Chas P. Smith & Associates (CPS)
Florida
$16.7M +$854K +16,458 +5%
AMI
480
Amica Mutual Insurance
Rhode Island
$16.7M – – –
DSI
481
Daiwa SB Investments
Japan
$16.5M +$162K +3,120 +1%
FIM
482
Frontier Investment Management
Texas
$16.4M -$493K -9,500 -3%
AAM
483
Advisors Asset Management
Colorado
$16.4M +$409K +7,893 +3%
GIM
484
Greylin Investment Management
Virginia
$16M -$529K -10,203 -3%
CTI
485
Community Trust & Investment
Kentucky
$16M -$2.35M -45,398 -13%
BCM
486
Boltwood Capital Management
California
$15.8M +$45.6K +880 +0.3%
PL
487
Perpetual Ltd
Australia
$15.8M +$1.25M +24,080 +9%
LC
488
Loews Corp
New York
$15.6M -$2.59M -50,000 -14%
SIM
489
Sentry Investment Management
Wisconsin
$15.4M -$1.08M -20,884 -7%
TMAM
490
Tokio Marine Asset Management
Japan
$15.3M -$3.02M -58,169 -16%
MCTIC
491
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$15.3M +$40.8K +786 +0.3%
RCG
492
Ruane, Cunniff & Goldfarb
New York
$15.3M -$4.15K -80 -0%
DCM
493
Dupont Capital Management
Delaware
$15.2M +$951K +18,339 +7%
CCM
494
Covington Capital Management
California
$15.2M +$249K +4,809 +2%
CIM
495
Confluence Investment Management
Missouri
$15.1M +$253K +4,879 +2%
Toronto Dominion Bank
496
Toronto Dominion Bank
Ontario, Canada
$14.8M -$66.7K -1,328 -0.4%
PCI
497
Pacifica Capital Investments
Texas
$14.7M -$973K -18,765 -6%
WA
498
Wasatch Advisors
Utah
$14.6M -$5.96M -114,895 -29%
BAM
499
Berkshire Asset Management
Pennsylvania
$14.6M -$154K -2,971 -1%
MLL
500
Moody Lynn & Lieberson
Massachusetts
$14.5M -$2.38M -45,799 -14%
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