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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 %
BPM
576
Bowling Portfolio Management
Ohio
$10.5M -$113K -2,172 -1%
MHC
577
Meyer Handelman Company
New York
$10.5M – – –
LTFS
578
Ladenburg Thalmann Financial Services
Florida
$10.5M +$1.4M +26,973 +15%
MWR
579
McAdams Wright Ragen
Washington
$10.4M -$639K -12,312 -6%
SBH
580
Segall Bryant & Hamill
Illinois
$10.3M +$232K +4,469 +2%
WP
581
WMS Partners
Maryland
$10.3M +$15.6K +300 +0.2%
CIC
582
Cornercap Investment Counsel
Georgia
$10.3M -$204K -3,925 -2%
GCA
583
Guardian Capital Advisors
Ontario, Canada
$10.2M -$30.7K -530 -0.3%
APFBOT
584
Amica Pension Fund Board of Trustees
Rhode Island
$10.1M – – –
CAI
585
Capital Advisors Inc
Oklahoma
$10.1M -$360K -6,933 -3%
DM
586
Delphi Management
Massachusetts
$10.1M -$104K -2,008 -1%
FNBOO
587
First National Bank of Omaha
Nebraska
$10M +$2.78M +53,542 +38%
EWM
588
Evercore Wealth Management
New York
$10M -$92.8K -1,789 -0.9%
SF
589
Synovus Financial
Georgia
$9.91M -$8.35K -161 -0.1%
AP
590
Archon Partners
New Jersey
$9.91M +$259K +5,000 +3%
QI
591
Quotient Investors
New York
$9.87M +$1.46M +28,200 +17%
WS
592
Wedbush Securities
California
$9.81M -$49.4K -952 -0.5%
CDH
593
Charles D. Hyman
$9.77M +$480K +9,252 +5%
GAM
594
Griffin Asset Management
New York
$9.76M +$711K +13,714 +8%
BWP
595
Baldwin Wealth Partners
Massachusetts
$9.76M +$1.01M +19,536 +12%
ACM
596
Apex Capital Management
Ohio
$9.67M +$594K +11,442 +7%
TTWM
597
TCV Trust & Wealth Management
Virginia
$9.6M -$167K -3,215 -2%
SC
598
Sculptor Capital
New York
$9.57M -$1.9M -36,600 -17%
GPSPJS
599
General Pension Society PZU Joint Stock
Poland
$9.54M – – –
SIG
600
Schaller Investment Group
North Carolina
$9.5M -$130K -2,500 -1%
22 23
24
25 26