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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 %
GIS
1076
Guardian Investor Services
New York
$1.75M -$99.5K -1,919 -5%
DCLA
1077
Douglas C. Lane & Associates
New York
$1.75M +$588K +11,344 +51%
HCM
1078
Hollencrest Capital Management
California
$1.75M +$439K +8,468 +34%
KT
1079
Kanaly Trust
Texas
$1.74M – – –
KPCM
1080
Kings Point Capital Management
New York
$1.73M +$8.67K +167 +0.5%
WPC
1081
White Pine Capital
Minnesota
$1.72M -$5.19K -100 -0.3%
WAS
1082
Winch Advisory Services
Wisconsin
$1.71M -$215K -4,139 -11%
TBA
1083
Tower Bridge Advisors
Pennsylvania
$1.71M +$40.5K +780 +2%
MCM
1084
Murphy Capital Management
New Jersey
$1.71M +$163K +3,150 +11%
SAM
1085
Selway Asset Management
$1.7M +$15.6K +300 +0.9%
IA
1086
Icon Advisers
Colorado
$1.7M +$897K +17,300 +112%
GVT
1087
Genesee Valley Trust
New York
$1.7M -$51.1K -984 -3%
MIM
1088
Miller Investment Management
Pennsylvania
$1.69M – – –
BTW
1089
Boston Trust Walden
Massachusetts
$1.69M +$24.9K +480 +1%
PWW
1090
Pettyjohn Wood & White
Virginia
$1.67M -$5.91K -114 -0.4%
GGHC
1091
Gilder Gagnon Howe & Co
New York
$1.66M -$11.4K -220 -0.7%
HIM
1092
Harbour Investment Management
Washington
$1.65M – – –
NCM
1093
Narwhal Capital Management
Georgia
$1.64M – – –
MJRIC
1094
Mogy Joel R Investment Counsel
California
$1.63M +$20.8K +400 +1%
BWM
1095
Braver Wealth Management
Massachusetts
$1.63M +$2.65K +51 +0.2%
BCM
1096
BTR Capital Management
California
$1.6M +$131K +2,524 +9%
DP
1097
Dearborn Partners
Illinois
$1.6M +$83.3K +1,606 +5%
LNC
1098
Lincoln National Corp
Pennsylvania
$1.59M +$157K +3,016 +11%
SIA
1099
Sit Investment Associates
Minnesota
$1.59M -$81.4K -1,570 -5%
MCM
1100
Matarin Capital Management
New York
$1.58M +$782K +15,071 +97%
42 43
44
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