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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 %
FFBTD
726
First Financial Bank - Trust Division
Ohio
$5.97M +$7.83K +151 +0.1%
FWIA
727
Fort Washington Investment Advisors
Ohio
$5.92M +$341K +6,580 +6%
MIM
728
Marco Investment Management
Georgia
$5.91M +$108K +2,080 +2%
ACM
729
Aviance Capital Management
Florida
$5.9M +$799K +15,400 +16%
CCFCSB
730
Cape Cod Five Cents Savings Bank
Massachusetts
$5.87M +$84.3K +1,625 +1%
PG
731
PEAK6 Group
Illinois
$5.85M +$2.53M +48,800 +76%
OWD
732
Osborn Williams & Donohoe
Ohio
$5.84M +$173K +3,333 +3%
1IA
733
1834 Investment Advisors
Wisconsin
$5.8M -$17.4K -336 -0.3%
EOJOAM
734
E. Ohman J:or Asset Management
Sweden
$5.78M -$5.19K -100 -0.1%
CWM
735
Calamos Wealth Management
Illinois
$5.74M +$115K +2,226 +2%
SI
736
Stephens Inc
Arkansas
$5.72M +$1.92M +36,938 +50%
PGFC
737
Peapack-Gladstone Financial Corp
New Jersey
$5.68M +$57.3K +1,105 +1%
CANC
738
Culbertson A N & Co
Virginia
$5.67M +$120K +2,322 +2%
QI
739
Qualcomm Inc
California
$5.66M -$7.93M -152,900 -58%
SCA
740
Stieven Capital Advisors
Missouri
$5.64M -$10.4K -200 -0.2%
CIA
741
Choate Investment Advisors
Massachusetts
$5.62M -$215K -4,146 -4%
LI
742
Lafayette Investments
Maryland
$5.59M +$150K +2,900 +3%
CCM
743
Catawba Capital Management
Virginia
$5.56M -$458K -8,830 -8%
FNT
744
First National Trust
Pennsylvania
$5.56M +$281K +5,421 +5%
BRCM
745
Bright Rock Capital Management
Massachusetts
$5.55M +$51.9K +1,000 +0.9%
CIS
746
Connors Investor Services
Pennsylvania
$5.54M +$87.7K +1,691 +2%
BA
747
Boston Advisors
Massachusetts
$5.51M -$195K -3,766 -3%
PPCM
748
Pillar Pacific Capital Management
California
$5.5M +$181K +3,495 +3%
CTC
749
Central Trust Company
Missouri
$5.48M +$21K +404 +0.4%
SSG
750
Summit Securities Group
New York
$5.46M +$1.29M +24,800 +31%
28 29
30
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