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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 %
ARMT
1101
Amica Retiree Medical Trust
Rhode Island
$1.58M – – –
BO
1102
BRR OpCo
Ohio
$1.58M -$130K -2,498 -8%
NCMW
1103
Northern Capital Management (Wisconsin)
Wisconsin
$1.58M -$14K -270 -0.9%
NDSI
1104
Newman Dignan & Sheerar Inc
Rhode Island
$1.57M -$259 -5 -0%
BAM
1105
Barrett Asset Management
New York
$1.57M -$2.59K -50 -0.2%
SNT
1106
Security National Trust
West Virginia
$1.57M +$31.8K +613 +2%
PJSIMP
1107
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.57M +$319K +6,150 +26%
EHWM
1108
Eads & Heald Wealth Management
Georgia
$1.56M +$324K +6,254 +26%
NES
1109
New England Securities
New York
$1.55M -$7.47K -144 -0.5%
TSW
1110
Thompson Siegel & Walmsley
Virginia
$1.55M -$592K -11,423 -28%
SWM
1111
SVA Wealth Management
Wisconsin
$1.55M -$8.76K -169 -0.6%
SFM
1112
Signature Financial Management
Virginia
$1.54M -$25.9K -500 -2%
SOAMC
1113
Spirit of America Management Corp
New York
$1.54M – – –
BAC
1114
Boys Arnold & Co
North Carolina
$1.53M -$37.1K -715 -2%
NME
1115
Notis-McConarty Edward
$1.53M -$156K -3,000 -9%
JEW
1116
Jamison Eaton & Wood
New Jersey
$1.52M +$25.9K +500 +2%
QT
1117
Quantbot Technologies
New York
$1.52M +$1.52M +29,242 New
W
1118
Wealthfront
California
$1.49M +$234K +4,513 +19%
ANBT
1119
American National Bank & Trust
Texas
$1.49M +$1.4K +27 +0.1%
CCA
1120
Checchi Capital Advisers
California
$1.48M +$347K +6,682 +31%
MF
1121
Magnetar Financial
Illinois
$1.48M +$1.48M +28,508 New
FMLI
1122
Fukoku Mutual Life Insurance
Japan
$1.48M – – –
CS
1123
Credential Securities
$1.47M +$91.1K +1,763 +7%
HT
1124
HighTower Trust
Texas
$1.47M -$83K -1,600 -5%
PIM
1125
Penobscot Investment Management
Massachusetts
$1.45M +$81.4K +1,570 +6%
43 44
45
46 47