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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 %
LIM
751
Leavell Investment Management
Alabama
$5.45M +$25.9K +500 +0.5%
SHGA
752
Sand Hill Global Advisors
California
$5.44M +$259K +4,989 +5%
BHWM
753
Bar Harbor Wealth Management
New Hampshire
$5.43M -$252K -4,852 -4%
LBG
754
Lloyds Banking Group
United Kingdom
$5.41M -$376K -7,258 -7%
FNB
755
First Niagara Bank
New York
$5.35M -$122K -2,350 -2%
QI
756
QS Investors
New York
$5.33M -$671K -12,937 -11%
ISB
757
Iowa State Bank
Iowa
$5.3M -$36.8K -710 -0.7%
EWM
758
Endurance Wealth Management
Rhode Island
$5.27M +$51.7K +997 +1%
PL
759
Parkwood LLC
Ohio
$5.25M -$117K -2,263 -2%
SIG
760
Schooner Investment Group
Pennsylvania
$5.25M – – –
AA
761
Ancora Advisors
Ohio
$5.25M -$231K -4,450 -4%
FMII
762
Farmers & Merchants Investments Inc
Nebraska
$5.23M +$118K +2,269 +2%
AIA
763
Alerus Investment Advisors
Minnesota
$5.22M -$25.2K -486 -0.5%
VFS
764
VSR Financial Services
Kansas
$5.2M +$246K +4,740 +5%
Envestnet Asset Management
765
Envestnet Asset Management
Illinois
$5.19M +$4.94M +95,304 +1,978%
WAM
766
Wolverine Asset Management
Illinois
$5.19M -$4.86M -93,679 -48%
NSEDCP
767
NJ State Employees Deferred Compensation Plan
New Jersey
$5.19M – – –
JGC
768
J. Goldman & Co
New York
$5.19M +$519K +10,000 +11%
JFGIW
769
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.17M -$53.9K -1,040 -1%
GCA
770
Greenwood Capital Associates
South Carolina
$5.15M +$21.8K +420 +0.4%
DJSG
771
D.J. St. Germain
Massachusetts
$5.12M +$5.71K +110 +0.1%
JWBC
772
J.W. Burns & Co
New York
$5.11M -$255K -4,920 -5%
AT
773
Arden Trust
Delaware
$5.09M -$66.9K -1,290 -1%
AIP
774
Ameritas Investment Partners
Nebraska
$5.01M -$321K -6,189 -6%
SIC
775
SFE Investment Counsel
California
$5.01M -$372K -7,175 -7%
29 30
31
32 33