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 %
FTC
1126
Farmers Trust Company
Ohio
$1.45M -$128K -2,472 -8%
MIC
1127
MU Investments Company
Japan
$1.45M -$198K -3,840 -12%
SSWM
1128
Sheets Smith Wealth Management
North Carolina
$1.45M +$1.56K +30 +0.1%
CPS
1129
Counsel Portfolio Services
Ontario, Canada
$1.44M – – –
CIC
1130
Crawford Investment Counsel
Georgia
$1.44M -$14.4K -278 -1%
NAMA
1131
Nikko Asset Management Americas
New York
$1.43M – – –
FCB
1132
First Citizens Bancorporation
South Carolina
$1.43M +$5.19K +100 +0.4%
ITIM
1133
Indiana Trust & Investment Management
Indiana
$1.43M – – –
LCP
1134
Legacy Capital Partners
Wisconsin
$1.43M +$176K +3,400 +14%
B
1135
BancorpSouth
Mississippi
$1.42M +$166K +3,191 +13%
BB
1136
Bell Bank
North Dakota
$1.41M -$60.8K -1,173 -4%
GLI
1137
Guardian Life Insurance
New York
$1.4M -$7.42K -143 -0.5%
LMIM
1138
Lockheed Martin Investment Management
Maryland
$1.4M – – –
AFG
1139
Albion Financial Group
Utah
$1.4M -$1.3K -25 -0.1%
NIM
1140
Nexus Investment Management
Ontario, Canada
$1.4M – – –
CHC
1141
City Holding Co
West Virginia
$1.39M +$113K +2,175 +9%
Millennium Management
1142
Millennium Management
New York
$1.39M -$2.04M -39,416 -59%
PL
1143
Plancorp LLC
Missouri
$1.39M +$246K +4,760 +22%
BEC
1144
Blue Edge Capital
Virginia
$1.38M -$48.7K -939 -3%
RCAG
1145
Rehmann Capital Advisory Group
Michigan
$1.38M +$41K +791 +3%
MBT
1146
Montecito Bank & Trust
California
$1.38M -$86.1K -1,659 -6%
SFU
1147
Stonehage Fleming (UK)
United Kingdom
$1.38M – – –
AI
1148
Atria Investments
North Carolina
$1.37M -$77.8K -1,501 -5%
WFMPM
1149
Woodley Farra Manion Portfolio Management
Indiana
$1.36M +$23.3K +450 +2%
WCM
1150
Wunderlich Capital Managemnt
Tennessee
$1.36M -$1.04K -20 -0.1%
44 45
46
47 48