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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 %
MCM
1176
Maryland Capital Management
Maryland
$1.22M +$15.6K +300 +1%
HRIA
1177
Haberer Registered Investment Advisor
Ohio
$1.21M +$210K +4,040 +21%
PFSC
1178
Peoples Financial Services Corp
Pennsylvania
$1.21M -$74.6K -1,439 -6%
IIM
1179
Intact Investment Management
Quebec, Canada
$1.21M – – –
PFM
1180
Parsec Financial Management
North Carolina
$1.21M +$61.7K +1,190 +5%
BC
1181
Burney Company
Virginia
$1.2M -$4.3K -83 -0.4%
HCA
1182
Harbour Capital Advisors
Virginia
$1.2M +$45.1K +870 +4%
AIA
1183
Arbor Investment Advisors
North Carolina
$1.19M -$32K -616 -3%
TNBTD
1184
Trustmark National Bank Trust Department
Mississippi
$1.19M -$10.5K -202 -0.9%
CCM
1185
Cullen Capital Management
New York
$1.19M -$10.4K -200 -0.9%
LCM
1186
Laurion Capital Management
New York
$1.19M +$1.19M +22,900 New
CC
1187
Cognios Capital
Kansas
$1.19M +$3.89K +75 +0.3%
UR
1188
USCA RIA
Texas
$1.18M +$191K +3,689 +19%
VF
1189
Virtu Financial
New York
$1.18M +$1.18M +22,802 New
NFG
1190
Next Financial Group
Texas
$1.17M +$1.16M +22,285 +7,428%
WCM
1191
Washington Capital Management
Washington
$1.17M – – –
SAA
1192
Southeast Asset Advisors
Georgia
$1.16M – – –
SFSG
1193
Stearns Financial Services Group
North Carolina
$1.16M +$103K +1,982 +10%
SAM
1194
Symphony Asset Management
California
$1.16M +$106K +2,044 +10%
WSTAM
1195
Wilbanks Smith & Thomas Asset Management
Virginia
$1.15M +$69.3K +1,336 +6%
DCM
1196
Dinsmore Capital Management
New Jersey
$1.15M – – –
ASN
1197
Advisory Services Network
Georgia
$1.14M +$34.1K +657 +3%
BOC
1198
Barbara Oil Co
Illinois
$1.14M – – –
FFC
1199
First Financial Corp
Indiana
$1.14M -$160K -3,081 -12%
MBT
1200
Monroe Bank & Trust
Michigan
$1.11M -$36.5K -703 -3%
46 47
48
49 50