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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 %
TWI
951
Thomas White International
Illinois
$2.68M +$135K +2,605 +5%
TBNY
952
Trustco Bank (New York)
New York
$2.67M +$36.3K +700 +1%
BCA
953
Benchmark Capital Advisors
New York
$2.65M -$62.2K -1,200 -2%
KAS
954
Kemnay Advisory Services
New York
$2.65M +$31.8K +613 +1%
NPC
955
National Planning Corporation
California
$2.64M -$284K -5,447 -10%
EHC
956
Everett Harris & Co
California
$2.64M – – –
LCM
957
Logan Capital Management
Pennsylvania
$2.62M +$11.2K +216 +0.4%
WWM
958
Willingdon Wealth Management
North Carolina
$2.6M +$42.9K +827 +2%
PWAG
959
Polaris Wealth Advisory Group
California
$2.6M +$2.25M +43,375 +645%
SCA
960
Stonebridge Capital Advisors
Minnesota
$2.57M +$58.3K +1,124 +2%
FAAS
961
First Allied Advisory Services
California
$2.56M +$524K +10,107 +26%
DVM
962
Dreman Value Management
Florida
$2.55M -$18.5K -356 -0.7%
LP
963
LMR Partners
United Kingdom
$2.54M -$4.46M -86,057 -64%
CCM
964
Cohen Capital Management
California
$2.54M – – –
WCM
965
Westend Capital Management
California
$2.53M +$2.53M +51,936 New
CC
966
Cipher Capital
New York
$2.53M +$2.53M +48,719 New
FAM
967
Foothills Asset Management
Arizona
$2.53M -$19.4K -374 -0.8%
BWAM
968
Boyd Watterson Asset Management
Ohio
$2.52M -$79.9K -1,540 -3%
SC
969
Savant Capital
Illinois
$2.52M -$2.49K -48 -0.1%
MM
970
Meridian Management
Arkansas
$2.51M – – –
FG
971
FSI Group
Ohio
$2.48M +$2.48M +47,851 New
SIMM
972
Stillwater Investment Management (Minnesota)
Minnesota
$2.48M -$9.55K -184 -0.4%
AW
973
ACG Wealth
Georgia
$2.47M -$2.06M -39,640 -45%
TRIM
974
Thompson Rubinstein Investment Management
Oregon
$2.47M – – –
FMT
975
First Mercantile Trust
Tennessee
$2.47M -$601K -11,600 -20%
37 38
39
40 41