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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 %
RT
526
Rockland Trust
Massachusetts
$12.9M +$430K +8,296 +3%
AC
527
Avenir Corporation
Virginia
$12.7M -$105K -2,025 -0.8%
VWM
528
Valley Wealth Managers
New Jersey
$12.6M -$449K -8,650 -3%
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$12.6M -$1.05M -20,279 -8%
SFM
530
Stack Financial Management
Montana
$12.6M -$215K -4,145 -2%
CONA
531
Capital One National Association
New York
$12.6M -$422K -8,138 -3%
CCMG
532
Clark Capital Management Group
Pennsylvania
$12.4M -$811K -15,631 -6%
BUB
533
BBVA USA Bancshares
Texas
$12.4M +$141K +2,725 +1%
PDN
534
Pensionfund DSM Netherlands
Netherlands
$12.3M – – –
NIM
535
Northeast Investment Management
Massachusetts
$12.3M +$32.8K +632 +0.3%
WJA
536
Williams Jones & Associates
New York
$12.2M +$13.5K +260 +0.1%
PA
537
Pinnacle Associates
New York
$12.2M +$338K +6,518 +3%
NLI
538
Nippon Life Insurance
Japan
$12.2M +$57K +1,099 +0.5%
GIP
539
Granite Investment Partners
California
$12.2M – – –
Capital Fund Management (CFM)
540
Capital Fund Management (CFM)
France
$12.1M +$12.1M +233,731 New
PA
541
Profund Advisors
Maryland
$12.1M +$1.2M +23,199 +11%
FBNAT
542
FirstMerit Bank N.A. Trustee
Ohio
$12M +$394K +7,590 +3%
CAM
543
Cypress Asset Management
Texas
$12M -$242K -4,675 -2%
Cambridge Investment Research Advisors
544
Cambridge Investment Research Advisors
Iowa
$11.9M +$2.3M +44,256 +24%
EBSAM
545
Eubel Brady & Suttman Asset Management
Ohio
$11.9M +$20.2K +390 +0.2%
CA
546
CapWealth Advisors
Tennessee
$11.8M +$177K +3,421 +2%
DnB Asset Management
547
DnB Asset Management
Norway
$11.8M +$762K +14,700 +7%
GJCM
548
Grand Jean Capital Management
California
$11.8M -$1.68M -32,380 -12%
Daiwa Securities Group
549
Daiwa Securities Group
Japan
$11.8M -$980K -18,900 -8%
CAG
550
Crestwood Advisors Group
Massachusetts
$11.7M +$258K +4,977 +2%
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