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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 %
GCIA
826
Gabelli & Co Investment Advisers
New York
$4.24M – – –
VV
827
Verity & Verity
South Carolina
$4.14M -$54.2K -1,045 -1%
ST
828
Spinnaker Trust
Maine
$4.13M +$16.1K +310 +0.4%
WIC
829
Woodmont Investment Counsel
Tennessee
$4.13M -$173K -3,333 -4%
CIM
830
CenturyLink Investment Management
Colorado
$4.12M -$255K -4,914 -6%
AHC
831
Adell Harriman & Carpenter
Texas
$4.12M – – –
PTB
832
Pioneer Trust Bank
Oregon
$4.11M -$7.68K -148 -0.2%
BPCA
833
Bank Pictet & Cie (Asia)
Singapore
$4.06M +$3.22M +62,080 +385%
SAMNY
834
Samsung Asset Management (New York)
New York
$4.05M -$3.44M -66,300 -46%
SG
835
Somerset Group
Minnesota
$4.05M – – –
GEM
836
Global Endowment Management
North Carolina
$4.02M -$187K -3,600 -4%
KBC Group
837
KBC Group
Belgium
$4.01M -$48.9M -942,189 -92%
PFP
838
Pinnacle Financial Partners
Tennessee
$3.99M +$117K +2,259 +3%
RC
839
RegentAtlantic Capital
New Jersey
$3.98M -$36.1K -695 -0.9%
UF
840
Univest Financial
Pennsylvania
$3.97M -$109K -2,107 -3%
ICOM
841
Investment Counselors of Maryland
Maryland
$3.96M -$75.2K -1,450 -2%
ECM
842
Exchange Capital Management
Michigan
$3.96M +$136K +2,620 +4%
OMCS
843
Old Mutual Customised Solutions
South Africa
$3.92M -$633K -12,200 -14%
RWM
844
RKL Wealth Management
Pennsylvania
$3.9M +$222K +4,276 +6%
NMIFOAC
845
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.89M – – –
FM
846
Family Management
New York
$3.89M -$132K -2,538 -3%
FLPIM
847
F.L. Putnam Investment Management
Massachusetts
$3.84M -$1.4K -27 -0%
LGC
848
Laurel Grove Capital
California
$3.84M -$90.3K -1,740 -2%
MC
849
Martin & Co
Tennessee
$3.83M +$12.4K +240 +0.3%
BOH
850
Bank of Hawaii
Hawaii
$3.8M -$799K -15,401 -17%
32 33
34
35 36