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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 %
PFM
1051
PacWest Financial Management
Arizona
$1.92M -$52.9K -1,020 -3%
AI
1052
Accredited Investors
Minnesota
$1.92M +$448K +8,641 +31%
DWA
1053
Douglass Winthrop Advisors
New York
$1.91M +$176K +3,402 +10%
HCP
1054
Holt Capital Partners
Texas
$1.9M +$1.81M +34,800 +1,832%
AMCA
1055
Arthur M. Cohen & Associates
Illinois
$1.9M +$1.9M +34,520 New
PVH
1056
Psagot Value Holdings
Israel
$1.9M -$2.59K -50 -0.1%
SCM
1057
SOL Capital Management
Maryland
$1.89M -$82.5K -1,590 -4%
CCM
1058
Carlson Capital Management
Minnesota
$1.89M +$376K +7,248 +25%
WB
1059
Webster Bank
Connecticut
$1.88M -$1.42M -27,322 -43%
FA
1060
FMA Advisory
Pennsylvania
$1.88M -$2.65K -51 -0.1%
SLG
1061
Stanley-Laman Group
Pennsylvania
$1.87M -$23.5K -453 -1%
AL
1062
Agran Libbie
California
$1.86M +$88.3K +1,702 +5%
ICOA
1063
Investment Centers of America
North Dakota
$1.84M +$719K +13,844 +64%
CC
1064
Cannell & Co
New York
$1.84M – – –
AWM
1065
Avior Wealth Management
Nebraska
$1.82M +$52 +1 +0%
JIC
1066
Johnson Investment Counsel
Ohio
$1.82M +$4.46K +86 +0.2%
EML
1067
Eos Management LP
New York
$1.82M – – –
CC
1068
Courier Capital
New York
$1.81M -$86.9K -1,676 -5%
SGAM
1069
Steinberg Global Asset Management
Florida
$1.81M -$1.04K -20 -0.1%
RMAM
1070
Raab & Moskowitz Asset Management
New Jersey
$1.79M -$45K -867 -2%
BBA
1071
BLB&B Advisors
Pennsylvania
$1.79M -$1.66K -32 -0.1%
VanEck Associates
1072
VanEck Associates
New York
$1.79M +$151K +2,902 +9%
PAM
1073
Princeton Alpha Management
New Jersey
$1.78M +$1.78M +34,278 New
DSC
1074
Duncker Streett & Co
Missouri
$1.76M -$152K -2,927 -8%
BAS
1075
Brown Advisory Securities
Maryland
$1.75M -$34.6K -666 -2%
41 42
43
44 45