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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 %
AB
701
Amalgamated Bank
New York
$6.84M +$28.6K +551 +0.4%
CA
702
Cornerstone Advisors
North Carolina
$6.84M – – –
SI
703
SII Investments
Wisconsin
$6.81M +$320K +6,175 +5%
PCA
704
Personal Capital Advisors
California
$6.59M +$1.23M +23,688 +23%
WAM
705
Wallington Asset Management
Indiana
$6.59M +$202K +3,890 +3%
LBC
706
Lowe Brockenbrough & Co
Virginia
$6.58M +$56.9K +1,097 +0.9%
MAM
707
Meeder Asset Management
Ohio
$6.51M -$2.76M -53,305 -30%
MPIA
708
Mountain Pacific Investment Advisers
Idaho
$6.5M -$17.3K -334 -0.3%
AI
709
Analytic Investors
California
$6.42M -$14.1M -271,986 -69%
BHTS
710
Bar Harbor Trust Services
Maine
$6.41M +$34.7K +670 +0.5%
BWFA
711
Baltimore-Washington Financial Advisors
Maryland
$6.35M +$105K +2,025 +2%
MPM
712
Meritage Portfolio Management
Kansas
$6.29M -$42K -810 -0.7%
NC
713
Northpointe Capital
Michigan
$6.25M +$35.6K +687 +0.6%
OA
714
Oak Associates
Ohio
$6.24M +$20.7K +400 +0.3%
P
715
Pitcairn
Pennsylvania
$6.21M -$77.9K -1,502 -1%
IMOV
716
Investment Management of Virginia
Virginia
$6.19M -$292K -5,625 -4%
BPCE
717
Bank Pictet & Cie (Europe)
Germany
$6.13M +$238K +4,580 +4%
MPWT
718
MassMutual Private Wealth & Trust
Connecticut
$6.12M +$3.02M +58,246 +98%
BIC
719
Beach Investment Counsel
Pennsylvania
$6.12M -$8.85M -170,640 -59%
EAM
720
EULAV Asset Management
Florida
$6.08M – – –
AC
721
AFAM Capital
Texas
$6.06M -$128K -2,465 -2%
FNBT
722
FineMark National Bank & Trust
Florida
$6.05M +$672K +12,959 +12%
PC
723
Pecaut & Co
Iowa
$6.02M -$67.4K -1,300 -1%
SP
724
Sarasin & Partners
United Kingdom
$6.01M -$206K -3,963 -3%
BMO
725
Beck Mack & Oliver
New York
$6.01M -$37.5K -722 -0.6%
27 28
29
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