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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 %
GHA
551
GW Henssler & Associates
Georgia
$11.7M +$321K +6,196 +3%
CIP
552
Chartwell Investment Partners
Pennsylvania
$11.7M -$1.26M -24,225 -10%
PSC
553
Prentiss Smith & Co
Vermont
$11.7M -$276K -5,320 -2%
RJT
554
Raymond James Trust
Florida
$11.7M -$15K -290 -0.1%
ACM
555
Argent Capital Management
Missouri
$11.6M -$390K -7,510 -3%
SFM
556
Systematic Financial Management
New Jersey
$11.5M +$11M +212,396 +2,297%
SBWIC
557
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.5M +$136K +2,630 +1%
HCMT
558
Highland Capital Management (Tennessee)
Tennessee
$11.4M +$727K +14,023 +7%
Jones Financial Companies
559
Jones Financial Companies
Missouri
$11.4M +$415K +7,992 +4%
DBG
560
De Burlo Group
Massachusetts
$11.3M -$298K -5,750 -3%
KCM
561
Kanawha Capital Management
Virginia
$11.3M +$8.87K +171 +0.1%
HFS
562
Haverford Financial Services
Pennsylvania
$11.3M +$130K +2,496 +1%
LMGAM
563
Liberty Mutual Group Asset Management
Massachusetts
$11.2M -$50.1K -965 -0.4%
TAM
564
Taurus Asset Management
New York
$11.2M -$99.9K -1,925 -0.9%
Creative Planning
565
Creative Planning
Kansas
$11.2M +$2.89M +55,666 +35%
PP
566
Paloma Partners
Connecticut
$11M +$11M +211,170 New
CCMIC
567
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$10.9M +$277K +5,347 +3%
AP
568
Appleton Partners
Massachusetts
$10.9M +$80.1K +1,545 +0.7%
WAM
569
Winslow Asset Management
Ohio
$10.9M +$87.6K +1,688 +0.8%
BPB
570
Badgley, Phelps & Bell
Washington
$10.8M -$118K -2,284 -1%
HIMC
571
Heritage Investors Management Corp
Maryland
$10.8M +$25K +482 +0.2%
SPC
572
Stewart & Patten Company
California
$10.6M +$577K +11,123 +6%
Two Sigma Advisers
573
Two Sigma Advisers
New York
$10.5M +$384K +7,400 +4%
MBI
574
Montrusco Bolton Investments
Quebec, Canada
$10.5M +$2.03M +39,105 +24%
BCM
575
Brookmont Capital Management
Texas
$10.5M -$344K -6,623 -3%
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