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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 %
WTC
501
WhitTier Trust Company
Nevada
$14.5M +$65.8K +1,268 +0.5%
UAM
502
UAS Asset Management
New York
$14.4M +$197K +3,800 +1%
HCM
503
Horan Capital Management
Maryland
$14.3M -$389K -7,492 -3%
ABTD
504
Arvest Bank Trust Division
Oklahoma
$14.2M +$14.2M +273,914 New
SLI
505
Sumitomo Life Insurance
Japan
$14.2M +$305K +5,887 +2%
LG
506
LaFleur & Godfrey
Michigan
$14.1M +$1.08M +20,780 +8%
AFG
507
American Financial Group
Ohio
$14.1M – – –
OWP
508
Obermeyer Wealth Partners
Colorado
$14M +$13.7K +265 +0.1%
LM
509
Lincluden Management
Ontario, Canada
$14M -$35.5K -685 -0.3%
VFAM
510
Valley Forge Asset Management
Pennsylvania
$13.9M -$616K -11,869 -4%
BSPF
511
British Steel Pension Fund
United Kingdom
$13.9M -$915K -17,650 -6%
HCM
512
Howland Capital Management
Massachusetts
$13.8M -$53.8K -1,038 -0.4%
CC
513
Curian Capital
Colorado
$13.7M +$476K +9,185 +4%
CII
514
Capital International Inc
California
$13.7M -$918K -17,700 -6%
GG
515
Gofen & Glossberg
Illinois
$13.6M +$86.9K +1,675 +0.6%
PTC
516
Philadelphia Trust Company
Pennsylvania
$13.6M -$11.2M -215,385 -45%
BB
517
Busey Bank
Illinois
$13.3M -$334K -6,448 -2%
YL
518
YCG LLC
Texas
$13.3M +$1.82M +35,058 +16%
AAMU
519
AEGON Asset Management (UK)
United Kingdom
$13.3M +$1.1M +21,216 +9%
UFG
520
United Fire Group
Iowa
$13.2M – – –
TCM
521
Twin Capital Management
Pennsylvania
$13.2M +$921K +17,760 +8%
NPPM
522
North Point Portfolio Managers
Ohio
$13.2M +$179K +3,446 +1%
GIM
523
Greystone Investment Management
Ohio
$13.1M -$193K -3,725 -1%
CCM
524
Chilton Capital Management
Texas
$13.1M -$1.92M -37,034 -13%
QAM
525
QCI Asset Management
New York
$13M -$95K -1,832 -0.7%
19 20
21
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