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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 %
I
976
IberiaBank
Louisiana
$2.45M +$186K +3,588 +8%
SA
977
Strategic Advisors
New York
$2.44M +$166K +3,194 +7%
CAM
978
Congress Asset Management
Massachusetts
$2.42M -$201K -3,880 -8%
SCP
979
Seizert Capital Partners
Michigan
$2.42M -$515K -9,930 -18%
CC
980
Columbia Capital
California
$2.41M -$580K -11,188 -19%
BTNA
981
Bremer Trust National Association
Minnesota
$2.4M +$251K +4,838 +12%
ISL
982
Ingalls & Snyder LLC
New York
$2.4M -$41.2K -795 -2%
ANRIA
983
American National Registered Investment Advisor
Texas
$2.4M -$32.5K -627 -1%
AHS
984
Aspiriant Holdings S3
California
$2.39M -$37.1K -715 -2%
CIA
985
Capital Investment Advisors
Georgia
$2.39M +$99.8K +1,925 +4%
ECM
986
EagleClaw Capital Management
Massachusetts
$2.38M +$36.4K +700 +2%
MCM
987
MAI Capital Management
Ohio
$2.38M -$10.1M -194,171 -81%
DPIM
988
Duff & Phelps Investment Management
Illinois
$2.37M -$136K -2,620 -5%
MC
989
Moors & Cabot
Massachusetts
$2.36M +$118K +2,286 +5%
BSB
990
Bangor Savings Bank
Maine
$2.35M -$113K -2,176 -5%
CWM
991
Concert Wealth Management
California
$2.35M -$36.8K -710 -2%
BFO
992
Boston Family Office
Massachusetts
$2.35M +$12.2K +235 +0.5%
GIM
993
Guardian Investment Management
California
$2.33M – – –
BSWMG
994
Barrington Strategic Wealth Management Group
Illinois
$2.32M -$59.8K -1,153 -3%
Fuller & Thaler Asset Management
995
Fuller & Thaler Asset Management
California
$2.32M -$1.1M -21,200 -32%
AMM
996
American Money Management
California
$2.31M -$20.6K -398 -0.9%
AC
997
Addison Capital
Pennsylvania
$2.31M -$42.2K -813 -2%
MNBTD
998
Moody National Bank Trust Division
Texas
$2.31M -$612K -11,807 -21%
TC
999
Taylor Cottrill
New Hampshire
$2.31M -$30.6K -590 -1%
SAM
1000
Sawgrass Asset Management
Florida
$2.29M – – –
38 39
40
41 42