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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 %
SWP
851
Stratos Wealth Partners
Ohio
$3.77M -$363K -6,998 -9%
HBT
852
Hills Bank & Trust
Iowa
$3.75M +$63.4K +1,223 +2%
EFS
853
Essex Financial Services
Connecticut
$3.74M -$143K -2,757 -4%
BFG
854
Beacon Financial Group
Texas
$3.74M +$107K +2,069 +3%
WTB
855
Washington Trust Bank
Washington
$3.72M -$128K -2,475 -3%
PBT
856
Pictet Bank & Trust
Bahamas
$3.71M +$25.9K +500 +0.7%
TIC
857
Trees Investment Counsel
Illinois
$3.7M – – –
1SB
858
1ST Source Bank
Indiana
$3.7M +$82.2K +1,585 +2%
PCM
859
Parsons Capital Management
Rhode Island
$3.69M +$1.92K +37 +0.1%
WKWM
860
Walter & Keenan Wealth Management
Indiana
$3.66M -$778K -14,999 -18%
ACM
861
Argentus Capital Management
Texas
$3.65M +$1.98M +38,149 +119%
ECM
862
Everence Capital Management
Indiana
$3.64M – – –
EGA
863
Eagle Global Advisors
Texas
$3.63M -$4.25K -82 -0.1%
PAG
864
Private Advisor Group
New Jersey
$3.6M +$1.07M +20,581 +42%
FFH
865
Fairfax Financial Holdings
Ontario, Canada
$3.6M – – –
WC
866
Whitney & Co
New York
$3.59M +$32.4K +625 +0.9%
BDF
867
Balasa Dinverno & Foltz
$3.58M +$35.9K +693 +1%
BCM
868
Bluefin Capital Management
New York
$3.56M -$2.95M -56,878 -45%
FNBSF
869
First National Bank Sioux Falls
South Dakota
$3.55M -$366K -7,054 -9%
CCM
870
CrestPoint Capital Management
Missouri
$3.55M -$93.4K -1,800 -3%
CAM
871
Cubic Asset Management
Massachusetts
$3.55M -$24K -462 -0.7%
HRC
872
Hoertkorn Richard Charles
$3.55M -$5.19K -100 -0.1%
HAM
873
Highstreet Asset Management
Ontario, Canada
$3.51M -$686K -13,220 -16%
SAM
874
Solaris Asset Management
New York
$3.51M -$48K -925 -1%
WRM
875
Westport Resources Management
Connecticut
$3.48M +$1.35K +26 +0%
33 34
35
36 37