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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 %
RAM
876
Roanoke Asset Management
New Jersey
$3.45M -$267K -5,157 -7%
RNS
877
Robert N. Shapiro
$3.45M -$291K -5,615 -8%
LWCFA
878
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.45M +$496K +9,561 +17%
TH
879
Timber Hill
Connecticut
$3.44M +$3.44M +66,333 New
ECM
880
Evergreen Capital Management
Washington
$3.44M +$36.6K +705 +1%
PTC
881
Private Trust Company
Ohio
$3.43M -$216K -4,166 -6%
SACTSONJ
882
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.41M – – –
CC
883
Cadinha & Co
Hawaii
$3.41M -$22M -423,980 -87%
GHA
884
Garcia Hamilton & Associates
Texas
$3.41M -$8.9M -171,559 -72%
SIA
885
SeaBridge Investment Advisors
New Jersey
$3.39M +$216K +4,160 +7%
LCM
886
Leonard Capital Management
Florida
$3.37M – – –
MFW
887
Meristem Family Wealth
Minnesota
$3.37M -$604K -11,648 -15%
LNWWM
888
Laird Norton Wetherby Wealth Management
California
$3.36M +$32.6K +629 +1%
TRCT
889
Tower Research Capital (TRC)
New York
$3.36M +$3.31M +63,834 +6,769%
HVIA
890
Hudson Valley Investment Advisors
New York
$3.33M +$126K +2,420 +4%
ACI
891
Alpha Cubed Investments
California
$3.32M -$124K -2,395 -4%
1GA
892
1st Global Advisors
Texas
$3.32M -$75.5K -1,455 -2%
CCP
893
Clarkston Capital Partners
Michigan
$3.32M +$300K +5,786 +10%
PAM
894
Palisade Asset Management
Minnesota
$3.32M +$18.2K +350 +0.5%
GA
895
Geneva Advisors
Illinois
$3.32M +$147K +2,826 +5%
KA
896
KLCM Advisors
Wisconsin
$3.31M -$508K -9,800 -13%
SFSIG
897
San Francisco Sentry Investment Group
California
$3.29M -$6.23K -120 -0.2%
EVM
898
Evelyn V. Moreno
$3.29M -$89.5K -1,725 -3%
MNA
899
Manning & Napier Advisors
New York
$3.27M -$1.2M -23,120 -27%
ECAM
900
East Coast Asset Management
Massachusetts
$3.27M -$48.6K -937 -1%
34 35
36
37 38