WFC icon

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 %
CSS
1026
Cubist Systematic Strategies
Connecticut
$2.08M +$776K +14,953 +60%
CC
1027
Chubb Corp
New Jersey
$2.07M – – –
TCOT
1028
Trust Company of Toledo
Ohio
$2.06M +$26.2K +505 +1%
DG
1029
Davidson & Garrard
Virginia
$2.06M -$6.54K -126 -0.3%
ACA
1030
Anchor Capital Advisors
Massachusetts
$2.05M -$684K -13,182 -25%
NIC
1031
Northwest Investment Counselors
Oregon
$2.05M +$105K +2,031 +5%
HFM
1032
Hartford Financial Management
Connecticut
$2.05M +$70.5K +1,360 +4%
HCM
1033
Hengehold Capital Management
Ohio
$2.05M -$40.2K -775 -2%
LCP
1034
LGT Capital Partners
Switzerland
$2.04M -$4.15K -80 -0.2%
SAM
1035
Shamrock Asset Management
Texas
$2.04M -$85.1K -1,643 -4%
AC
1036
Alley Company
Illinois
$2.03M +$87.6K +1,689 +5%
ST
1037
Sentinel Trust
Texas
$2.02M -$1.31M -25,355 -39%
TCM
1038
Telos Capital Management
California
$2M -$14.4K -277 -0.7%
GF
1039
Gerstein Fisher
New York
$2M +$11.1K +213 +0.6%
ST
1040
Smithfield Trust
Pennsylvania
$1.99M -$14.7K -283 -0.7%
B
1041
Bailard
California
$1.99M -$97.1K -1,872 -5%
BT
1042
Beacon Trust
New Jersey
$1.97M +$1.97M +37,948 New
LC
1043
Lourd Capital
California
$1.97M +$92.5K +1,784 +5%
TCOTO
1044
Trust Company of the Ozarks
Missouri
$1.96M +$18.8K +362 +1%
CS
1045
Cannell & Spears
New York
$1.96M +$52.2K +1,007 +3%
VKH
1046
Virtu KCG Holdings
New York
$1.96M +$1.96M +37,703 New
RHDIC
1047
R.H. Dinel Investment Counsel
California
$1.94M – – –
CFA
1048
Carroll Financial Associates
North Carolina
$1.93M -$247K -4,606 -11%
RBC
1049
Ronald Blue & Co
Georgia
$1.93M +$189K +3,639 +11%
MC
1050
Miles Capital
Iowa
$1.93M -$19.2K -371 -1%
40 41
42
43 44