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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 %
BI
901
Boulegeris Investments
Georgia
$3.27M +$3.27M +62,990 New
CLOS
902
Compagnie Lombard Odier SCmA
Switzerland
$3.25M -$2.52M -48,554 -44%
TF
903
Trutina Financial
Washington
$3.23M -$124K -2,399 -4%
LDB
904
Lee, Danner & Bass
Tennessee
$3.23M +$12.5K +241 +0.4%
SCA
905
Sippican Capital Advisors
Massachusetts
$3.21M +$3.21M +61,949 New
AAM
906
Autus Asset Management
Arizona
$3.18M +$256K +4,943 +9%
ACJ
907
Autonomy Capital (Jersey)
Jersey
$3.15M – – –
AP
908
Advisor Partners
California
$3.15M +$7.52K +145 +0.2%
NAP
909
New Amsterdam Partners
New York
$3.15M +$13.3K +256 +0.4%
Sanders Capital
910
Sanders Capital
Florida
$3.13M -$51.9K -1,000 -2%
VOAM
911
Vertex One Asset Management
British Columbia, Canada
$3.12M -$25.9K -500 -0.8%
KFC
912
Klingenstein Fields & Co
New York
$3.1M -$271K -5,224 -8%
IT
913
Independence Trust
Tennessee
$3.1M -$212K -4,085 -6%
CBU
914
CIBC Bank USA
Illinois
$3.1M -$62.1K -1,197 -2%
PTCG
915
Pring Turner Capital Group
California
$3.09M +$12.9K +248 +0.4%
HI
916
Hudock Inc
Pennsylvania
$3.08M -$20.3K -392 -0.7%
OA
917
Outfitter Advisors
Virginia
$3.08M -$2.59K -50 -0.1%
GIP
918
Greatmark Investment Partners
Georgia
$3.04M -$18.2K -350 -0.6%
GLRA
919
Gerald L. Ray & Associates
Texas
$3.04M – – –
UAS
920
United Asset Strategies
New York
$3.03M +$999K +19,268 +49%
AWM
921
Altavista Wealth Management
North Carolina
$3M +$4.2K +81 +0.1%
SGCA
922
Steel Grove Capital Advisors
Tennessee
$2.95M +$228K +4,402 +8%
CIA
923
Covington Investment Advisors
Pennsylvania
$2.94M +$11.4K +220 +0.4%
HCC
924
Hirtle Callaghan & Co
Pennsylvania
$2.92M +$311 +6 +0%
ST
925
Spot Trading
Illinois
$2.92M +$456K +8,788 +19%
35 36
37
38 39