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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 %
BIM
1251
Baldwin Investment Management
Pennsylvania
$884K – – –
HSA
1252
HBK Sorce Advisory
Pennsylvania
$881K +$17.1K +329 +2%
CFMC
1253
Curbstone Financial Management Corp
New Hampshire
$872K +$10.4K +200 +1%
MJP
1254
Michael J. Puzo
$872K +$44.1K +850 +5%
FHC
1255
First Heartland Consultants
Missouri
$869K -$3.01K -58 -0.3%
ST
1256
Semper Trust
Pennsylvania
$862K +$50.6K +975 +6%
FBT
1257
Founders Bank & Trust
Michigan
$856K +$37.1K +714 +5%
NAM
1258
NTV Asset Management
West Virginia
$856K +$62.2K +1,200 +8%
SM
1259
Stratton Management
Pennsylvania
$855K -$539K -10,392 -39%
CCM
1260
Condor Capital Management
New Jersey
$855K -$2.28K -44 -0.3%
CBN
1261
Cadence Bank NA
Texas
$855K +$30.8K +593 +4%
GIA
1262
GHP Investment Advisors
Colorado
$852K +$119K +2,296 +16%
YIA
1263
YHB Investment Advisors
Connecticut
$847K +$120K +2,306 +16%
WC
1264
Whitnell & Co
Illinois
$843K +$104 +2 +0%
PSI
1265
Pinnacle Summer Investments
Virginia
$841K +$5.24K +101 +0.6%
PWM
1266
Perigon Wealth Management
California
$840K +$52 +1 +0%
PWAP
1267
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$839K +$11.1K +215 +1%
MHS
1268
M Holdings Securities
Oregon
$837K -$48.7K -940 -6%
MCM
1269
Manchester Capital Management
Vermont
$836K -$13.3K -257 -2%
DD
1270
Dominick & Dominick
New York
$833K – – –
DAC
1271
Dividend Assets Capital
South Carolina
$833K +$197K +3,804 +31%
PPSG
1272
Princeton Portfolio Strategies Group
New Jersey
$831K -$41.5K -800 -5%
KCM
1273
Kornitzer Capital Management
Kansas
$831K +$184K +3,550 +28%
FAM
1274
Formidable Asset Management
Ohio
$827K -$72K -1,350 -8%
TIA
1275
Tiemann Investment Advisors
California
$817K +$10.5K +202 +1%
49 50
51
52 53