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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 %
WIS
1226
Wright Investors Service
Connecticut
$1.01M +$139K +2,685 +16%
WA
1227
WFG Advisors
Texas
$1.01M -$40.9K -789 -4%
WCM
1228
Wisconsin Capital Management
Wisconsin
$1.01M +$44.1K +850 +5%
BFC
1229
Blue Fin Capital
Rhode Island
$1M +$26.6K +513 +3%
RIL
1230
Rothschild Investment LLC
Illinois
$1M -$126K -2,431 -11%
SAM
1231
Shikiar Asset Management
New York
$995K -$1.46M -28,175 -60%
BHBT
1232
Burke & Herbert Bank & Trust
Virginia
$994K +$8.81K +170 +0.9%
MIAN
1233
Mariner Independent Advisor Network
Kansas
$981K -$218K -4,209 -18%
FCCM
1234
First City Capital Management
Georgia
$974K -$28.9K -558 -3%
LOCC
1235
Lombard Odier & Cie (Canada)
Quebec, Canada
$962K -$394K -7,600 -29%
CCM
1236
Compass Capital Management
Minnesota
$962K – – –
TFA
1237
Transamerica Financial Advisors
Florida
$954K -$35.8K -689 -4%
EWM
1238
Edge Wealth Management
New York
$946K -$519 -10 -0.1%
AIM
1239
Aspen Investment Management
Michigan
$942K -$623K -12,000 -40%
CL
1240
Choreo LLC
Illinois
$942K +$24.2K +466 +3%
ROTUOC
1241
Regents of the University of California
California
$939K – – –
LJAC
1242
L.J. Altfest & Co
New York
$938K +$18.3K +351 +2%
IAS
1243
IMA Advisory Services
Colorado
$934K +$44.6K +860 +5%
JWM
1244
Jacobus Wealth Management
Wisconsin
$933K – – –
MGIA
1245
Moneta Group Investment Advisors
Missouri
$929K +$19.9K +384 +2%
SAMC
1246
Shinko Asset Management Company
Japan
$927K -$108K -2,076 -10%
BP
1247
Ballentine Partners
Massachusetts
$923K -$1.92K -37 -0.2%
PVWM
1248
Point View Wealth Management
New Jersey
$919K -$7.52K -145 -0.8%
BHC
1249
Bowen Hanes & Co
Florida
$917K +$161K +3,100 +21%
HH
1250
Hilltop Holdings
Texas
$913K +$518 +10 +0.1%
48 49
50
51 52