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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 %
SHA
651
Smith Hayes Advisers
Nebraska
$7.86M -$200K -3,851 -2%
MCM
652
Maltese Capital Management
New York
$7.8M +$7.8M +150,300 New
MCM
653
Munder Capital Management
Michigan
$7.78M -$1.08M -20,905 -12%
AF
654
Ally Financial
Michigan
$7.78M +$7.78M +150,000 New
HSA
655
Hussman Strategic Advisors
Maryland
$7.78M -$2.59M -50,000 -25%
CC
656
ClearArc Capital
Ohio
$7.77M +$65.3K +1,258 +0.8%
FCM
657
Fairholme Capital Management
Florida
$7.76M – – –
DP
658
Delta Partners
Massachusetts
$7.76M – – –
BFM
659
Boston Financial Management
Massachusetts
$7.74M -$311K -5,991 -4%
MSR
660
Main Street Research
Connecticut
$7.73M +$399K +7,693 +5%
KRSITF
661
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.71M +$44.6K +982 +0.6%
SAG
662
Sterne Agee Group
Alabama
$7.65M +$241K +4,651 +3%
CAN
663
Cetera Advisor Networks
California
$7.64M -$1.24M -24,022 -14%
AC
664
Allstate Corporation
Illinois
$7.64M +$7.64M +147,226 New
WIC
665
Willis Investment Counsel
Georgia
$7.64M -$8.67M -167,100 -53%
STI
666
Susquehanna Trust & Investment
Pennsylvania
$7.59M -$99.3K -1,914 -1%
SIC
667
Salem Investment Counselors
North Carolina
$7.59M -$65.9K -1,270 -0.9%
Northwestern Mutual Wealth Management
668
Northwestern Mutual Wealth Management
Wisconsin
$7.55M +$320K +6,164 +4%
FM
669
Foster & Motley
Ohio
$7.55M +$119K +2,303 +2%
SSA
670
South Street Advisors
New York
$7.54M +$155K +2,990 +2%
CGI
671
CI Global Investments
California
$7.52M +$7.52M +145,000 New
BOTW
672
Bank of the West
California
$7.51M -$2.22M -42,789 -23%
KCA
673
KR Capital Advisors
New York
$7.5M – – –
AIM
674
AMI Investment Management
Indiana
$7.5M +$24.4K +470 +0.3%
GJIC
675
Gamble Jones Investment Counsel
California
$7.48M -$58.7K -1,131 -0.8%
25 26
27
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