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 %
MWP
1201
MYCIO Wealth Partners
Pennsylvania
$1.11M – – –
PGIM
1202
Pacific Global Investment Management
California
$1.11M -$194K -3,749 -15%
KIA
1203
Kopp Investment Advisors
Minnesota
$1.1M -$50.8K -980 -4%
BCMO
1204
Buckingham Capital Management (Ohio)
Ohio
$1.1M -$163K -3,150 -13%
RH
1205
Rayner & Haynor
California
$1.09M -$10.4K -200 -0.9%
CC
1206
Capital Counsel
New York
$1.09M -$208 -4 -0%
PIA
1207
Peachtree Investment Advisors
Georgia
$1.09M +$35K +675 +3%
GCP
1208
GSA Capital Partners
United Kingdom
$1.09M -$96.2K -1,854 -8%
JFA
1209
JNBA Financial Advisors
Minnesota
$1.09M +$9.07K +175 +0.8%
WA
1210
WealthTrust Axiom
Pennsylvania
$1.08M +$259 +5 +0%
BA
1211
Birinyi Associates
Connecticut
$1.08M +$122K +2,350 +13%
SCM
1212
Southport Capital Management
Tennessee
$1.08M +$38.8K +748 +4%
TAM
1213
Timucuan Asset Management
Florida
$1.08M – – –
BO
1214
Bank OZK
Arkansas
$1.07M +$24.9K +479 +2%
HHGA
1215
Halbert Hargrove Global Advisors
California
$1.06M -$16.9K -325 -2%
IB
1216
Intrust Bank
Kansas
$1.06M +$237K +4,574 +29%
FFSOTS
1217
Fiduciary Financial Services of The Southwest
Texas
$1.06M +$75.1K +1,447 +8%
CCS
1218
Crosspoint Capital Strategies
California
$1.05M -$90.9K -1,752 -8%
OA
1219
Oxbow Advisors
Texas
$1.05M +$415 +8 +0%
KIG
1220
Kessler Investment Group
Indiana
$1.04M +$20.6K +398 +2%
DLG
1221
Daniel L. Goodwin
$1.04M -$389K -7,500 -27%
BCM
1222
Brookstone Capital Management
Illinois
$1.03M +$613K +11,813 +146%
VWM
1223
Vector Wealth Management
Minnesota
$1.03M +$114K +2,191 +12%
SCM
1224
Siphron Capital Management
California
$1.03M – – –
NSAM
1225
North Star Asset Management
Wisconsin
$1.02M – – –
47 48
49
50 51