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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 %
Tudor Investment Corp
801
Tudor Investment Corp
Connecticut
$4.63M +$4.63M +89,233 New
CSM
802
Central Square Management
Illinois
$4.63M -$207K -4,000 -4%
SAM
803
Silvercrest Asset Management
New York
$4.6M +$20.9K +402 +0.5%
OCM
804
One Capital Management
California
$4.6M -$70.4K -1,357 -2%
MCM
805
McMillion Capital Management
North Carolina
$4.57M -$40.7K -784 -0.9%
ECM
806
ETrade Capital Management
Virginia
$4.57M +$85.8K +1,655 +2%
ATC
807
Argent Trust Company
Louisiana
$4.54M -$57.3K -1,105 -1%
NPF
808
Norris Perne & French
Michigan
$4.53M -$316K -6,087 -7%
AF
809
Arrow Financial
New York
$4.51M -$410K -7,910 -8%
PAM
810
PartnerRe Asset Management
Connecticut
$4.51M -$776K -14,969 -15%
HIS
811
Horizon Investment Services
Indiana
$4.47M +$227K +4,379 +5%
COI
812
Connable Office Inc
Michigan
$4.45M -$66K -1,272 -1%
JIM
813
Jupiter Investment Management
United Kingdom
$4.45M +$169K +3,251 +4%
MA
814
Montag & Associates
Georgia
$4.44M -$82.8K -1,596 -2%
GECH
815
Garnet Equity Capital Holdings
New York
$4.41M – – –
HAI
816
Hennessy Advisors Inc
California
$4.41M +$830K +16,000 +23%
NJBEST
817
New Jersey Better Educational Savings Trust
New Jersey
$4.36M +$104K +2,000 +2%
KFS
818
KMS Financial Services
Washington
$4.36M +$189K +3,642 +5%
LA
819
Lynch & Associates
Indiana
$4.34M +$99K +1,908 +2%
NIS
820
National Investment Services
Wisconsin
$4.33M – – –
SAM
821
Smithbridge Asset Management
Pennsylvania
$4.33M -$77.8K -1,500 -2%
BFA
822
Bragg Financial Advisors
North Carolina
$4.33M -$278K -5,353 -6%
WAM
823
Weatherly Asset Management
California
$4.29M +$502K +9,676 +13%
FAM
824
Fred Alger Management
New York
$4.27M -$2.28K -44 -0.1%
MCM
825
Monarch Capital Management
Indiana
$4.25M -$218K -4,205 -5%
31 32
33
34 35