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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 %
BAM
776
Burnham Asset Management
New York
$4.95M +$62.2K +1,200 +1%
Mariner
777
Mariner
Kansas
$4.95M +$958K +18,464 +24%
SCM
778
Schnieders Capital Management
California
$4.9M -$28.5K -550 -0.6%
PMG
779
ProVise Management Group
Florida
$4.89M +$184K +3,539 +4%
LPT
780
Legacy Private Trust
Wisconsin
$4.88M -$53.2K -1,025 -1%
CA
781
Continental Advisors
Utah
$4.86M – – –
SFG
782
Sather Financial Group
Texas
$4.85M -$126K -2,432 -3%
OSNBOA
783
Old Second National Bank of Aurora
Illinois
$4.84M -$54.7K -1,055 -1%
DIA
784
Dean Investment Associates
Ohio
$4.84M +$11.9K +229 +0.2%
ZCA
785
Zeke Capital Advisors
Pennsylvania
$4.84M – – –
PRC
786
Platte River Capital
Colorado
$4.84M -$3.65M -70,342 -43%
EI
787
EDMP Inc
Florida
$4.83M +$24.4K +471 +0.5%
KS
788
Karpas Strategies
Connecticut
$4.79M +$986 +19 +0%
FBA
789
Front Barnett Associates
Illinois
$4.78M -$295K -5,679 -6%
CI
790
Constellation Investments
Ohio
$4.78M +$41.5K +800 +0.9%
WBG
791
Wharton Business Group
Pennsylvania
$4.78M – – –
WCM
792
Weik Capital Management
Pennsylvania
$4.74M +$4.15K +80 +0.1%
CA
793
Callahan Advisors
Texas
$4.74M +$280K +5,394 +6%
GW
794
GW & Wade
Massachusetts
$4.7M +$1.36M +26,263 +41%
MWAC
795
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.7M -$300K -5,777 -6%
CBB
796
Citizens Business Bank
California
$4.68M -$322K -6,200 -6%
MIG
797
Mariner Investment Group
New York
$4.67M – – –
AA
798
Apriem Advisors
California
$4.67M +$4.64M +89,424 +16,259%
LNB
799
Ledyard National Bank
$4.66M -$306K -5,900 -6%
FCI
800
Financial Counselors Inc
Kansas
$4.64M +$59.3K +1,144 +1%
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