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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 %
SYBT
1151
Stock Yards Bank & Trust
Kentucky
$1.35M -$284K -5,484 -17%
MAA
1152
Mraz Amerine & Associates
California
$1.34M +$42.3K +816 +3%
LCM
1153
Liberty Capital Management
Michigan
$1.33M +$37.6K +725 +3%
FMB
1154
Field & Main Bank
Kentucky
$1.33M -$7.78K -150 -0.6%
ICM
1155
IronBridge Capital Management
Illinois
$1.33M – – –
KC
1156
Kingfisher Capital
North Carolina
$1.32M +$13.2K +255 +1%
CAM
1157
Columbia Asset Management
Michigan
$1.32M -$318K -6,125 -19%
DBIA
1158
Dumont & Blake Investment Advisors
New Jersey
$1.32M -$12.6K -243 -0.9%
EWA
1159
EP Wealth Advisors
California
$1.32M +$619K +11,930 +89%
CPIM
1160
Columbia Partners Investment Management
Virginia
$1.31M -$8.87K -171 -0.7%
PC
1161
Permit Capital
Pennsylvania
$1.3M – – –
MFS
1162
Monetta Financial Services
Illinois
$1.3M – – –
MMG
1163
Monetary Management Group
Missouri
$1.29M +$338K +6,513 +35%
NIA
1164
Northstar Investment Advisors
Colorado
$1.29M +$63.8K +1,230 +5%
DIS
1165
Diversified Investment Strategies
Louisiana
$1.28M – – –
AMIM
1166
Aull & Monroe Investment Management
Alabama
$1.28M +$5.4K +104 +0.4%
ZIC
1167
ZWJ Investment Counsel
Georgia
$1.28M +$44.6K +859 +4%
LIM
1168
Loudon Investment Management
New Hampshire
$1.27M – – –
ICAS
1169
Investors Capital Advisory Services
Massachusetts
$1.26M +$150K +2,893 +14%
BRWA
1170
B. Riley Wealth Advisors
Florida
$1.25M -$1.29M -24,855 -51%
EA
1171
Emerald Advisers
Pennsylvania
$1.25M -$521K -10,040 -29%
CFS
1172
Community Financial System
New York
$1.24M +$185K +3,564 +17%
WA
1173
Wheatland Advisors
Pennsylvania
$1.24M +$20.9K +402 +2%
GMCM
1174
Gruber & McBaine Capital Management
California
$1.23M -$65.6K -1,264 -5%
BFPW
1175
BOK Financial Private Wealth
Colorado
$1.23M -$8.14K -157 -0.7%
45 46
47
48 49