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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 %
PRA
676
Parametric Risk Advisors
Connecticut
$7.47M – – –
CIP
677
Convergence Investment Partners
Florida
$7.47M -$2.15M -41,472 -22%
WF
678
WealthTrust Fairport
Ohio
$7.46M -$61.7K -1,190 -0.8%
JMFC
679
J.M. Forbes & Co
Massachusetts
$7.43M +$39K +751 +0.5%
FNFDCM
680
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.39M +$53.4K +1,030 +0.7%
RBA
681
Richard Bernstein Advisors
New York
$7.37M – – –
GL
682
Globe Life
Texas
$7.37M – – –
RJFSA
683
Raymond James Financial Services Advisors
Florida
$7.32M -$35.8K -691 -0.5%
ST
684
Stifel Trust
Missouri
$7.28M -$370K -7,140 -5%
PWM
685
Patriot Wealth Management
Texas
$7.28M +$185K +3,573 +3%
FBB
686
Fulton Breakefield Broenniman
Maryland
$7.28M +$21.2K +408 +0.3%
BIC
687
Bridges Investment Counsel
Nebraska
$7.26M -$65K -1,254 -0.9%
FAT
688
First American Trust
California
$7.22M -$20.6K -398 -0.3%
PR
689
Payden & Rygel
California
$7.21M +$887K +17,100 +14%
MHIC
690
Marble Harbor Investment Counsel
Massachusetts
$7.19M -$91.1K -1,756 -1%
FMBTD
691
First Midwest Bank Trust Division
Illinois
$7.18M +$76.5K +1,475 +1%
AGI
692
Athena Global Investors
Virginia
$7.16M – – –
ACP
693
Ashfield Capital Partners
California
$7.12M -$45K -868 -0.6%
BOS
694
Bingham Osborn & Scarborough
California
$7.07M +$6.6M +127,331 +1,406%
MAM
695
Mizuho Asset Management
Japan
$7.06M +$2.86M +55,137 +68%
PAM
696
Private Asset Management
California
$7.02M +$21.5K +415 +0.3%
DWT
697
Dorsey & Whitney Trust
South Dakota
$7.02M -$251K -4,848 -3%
CCG
698
Cypress Capital Group
Florida
$6.92M -$132K -2,543 -2%
PNC
699
Park National Corp
Ohio
$6.91M -$62.3K -1,202 -0.9%
SCM
700
Shelton Capital Management
Colorado
$6.89M -$41K -790 -0.6%
26 27
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