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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 %
CNBT
1001
Canandaigua National Bank & Trust
New York
$2.28M -$30.1K -580 -1%
MPA
1002
Marvin & Palmer Associates
Delaware
$2.27M -$685K -13,210 -23%
MFIMFI
1003
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.27M +$119K +2,300 +6%
FSA
1004
Franklin Street Advisors
North Carolina
$2.27M -$15.6K -300 -0.7%
BJL
1005
Brighton Jones LLC
Washington
$2.27M +$27.1K +522 +1%
EIM
1006
Essex Investment Management
Massachusetts
$2.26M +$3.58K +69 +0.2%
AWP
1007
Ascent Wealth Partners
New York
$2.25M +$23.6K +455 +1%
FB
1008
Fulton Bank
Pennsylvania
$2.25M -$3.99K -77 -0.2%
TF
1009
Tompkins Financial
New York
$2.24M -$10.8K -209 -0.5%
NPA
1010
Nichols & Pratt Advisers
Massachusetts
$2.23M +$4.93K +95 +0.2%
MBTD
1011
Mechanics Bank - Trust Department
California
$2.22M -$109K -2,093 -5%
AIM
1012
Acropolis Investment Management
Missouri
$2.2M +$430K +8,288 +24%
AUB
1013
Atlantic Union Bankshares
Virginia
$2.19M -$36.7K -708 -2%
SAM
1014
Sequent Asset Management
Texas
$2.18M -$7.26K -140 -0.3%
AIU
1015
Algebris Investments (UK)
United Kingdom
$2.18M +$2.18M +42,000 New
MM
1016
Midas Management
New York
$2.18M +$622K +12,000 +40%
PCTC
1017
Perkins Coie Trust Company
Washington
$2.16M +$45.6K +879 +2%
RT
1018
Reliance Trust
Georgia
$2.15M -$1.41M -27,096 -40%
IFB
1019
iAB Financial Bank
Indiana
$2.14M -$228K -4,400 -10%
PHIMC
1020
Private Harbour Investment Management & Counsel
Ohio
$2.14M -$9.08K -175 -0.4%
CAM
1021
Carret Asset Management
New York
$2.12M -$19.2K -370 -0.9%
TSWM
1022
Triangle Securities Wealth Management
North Carolina
$2.12M -$3.94K -76 -0.2%
WOC
1023
West Oak Capital
California
$2.12M -$24.9K -480 -1%
CT
1024
Coastline Trust
Rhode Island
$2.12M -$157K -3,025 -7%
QIM
1025
Quantitative Investment Management
Virginia
$2.09M +$2.09M +40,300 New
39 40
41
42 43