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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 %
EIA
1276
Edgemoor Investment Advisors
Maryland
$816K +$10.4K +200 +1%
AW
1277
Alpha Windward
Massachusetts
$813K -$21.8K -420 -3%
FNBOMD
1278
First National Bank of Mount Dora
Florida
$812K +$447K +8,610 +122%
WEC
1279
Winslow Evans & Crocker
Massachusetts
$805K +$35.4K +683 +5%
BFEC
1280
Benjamin F. Edwards & Company
Missouri
$798K – – –
BC
1281
Barnett & Company
Tennessee
$796K +$35.7K +689 +5%
LJHT
1282
Laurie J. Hall Trustee
$792K -$10.4K -200 -1%
WG
1283
Welch Group
Alabama
$790K -$12K -231 -1%
Renaissance Technologies
1284
Renaissance Technologies
New York
$789K +$789K +15,211 New
CK
1285
Cohen Klingenstein
New York
$788K – – –
JIC
1286
Joel Isaacson & Co
New York
$788K +$20.3K +391 +3%
JC
1287
Jacobs & Co
California
$784K -$3.99K -77 -0.5%
PAS
1288
Partnervest Advisory Services
California
$783K +$29.5K +568 +4%
ANTB
1289
AMG National Trust Bank
Colorado
$779K -$17.7K -342 -2%
K
1290
Kemper
Illinois
$778K – – –
BCM
1291
Becker Capital Management
Oregon
$773K -$40.4K -780 -5%
EP
1292
Edgestream Partners
New Jersey
$773K +$235K +4,533 +44%
DDPIC
1293
Deroy & Devereaux Private Investment Counsel
Michigan
$772K – – –
WIL
1294
Winifred I. Li
$771K -$351K -6,760 -31%
HPBT
1295
High Point Bank & Trust
North Carolina
$768K – – –
OC
1296
Oarsman Capital
Wisconsin
$764K +$41.1K +792 +6%
WFG
1297
Wills Financial Group
Virginia
$761K +$21.5K +414 +3%
CA
1298
Cetera Advisors
Colorado
$758K -$25.7K -494 -3%
FC
1299
Forte Capital
New York
$755K +$755K +14,559 New
VAM
1300
Visium Asset Management
New York
$752K -$625K -12,044 -45%
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