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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 %
BCM
1301
Boyle Capital Management
Iowa
$740K – – –
TAM
1302
Thornmark Asset Management
Ontario, Canada
$739K – – –
MPAM
1303
Murphy Pohlad Asset Management
Minnesota
$738K +$83K +1,600 +13%
FPA
1304
Fieldpoint Private Advisors
New York
$721K -$15K -290 -2%
TI
1305
Turner Investments
Pennsylvania
$720K +$720K +13,880 New
FCIM
1306
Fairview Capital Investment Management
California
$719K +$11.5K +222 +2%
FANJ
1307
Financial Architects (New Jersey)
New Jersey
$712K -$2.44K -47 -0.3%
TCB
1308
Texas Capital Bancshares
Texas
$711K +$11.4K +220 +2%
TCOO
1309
Trust Company of Oklahoma
Oklahoma
$711K -$27.3K -526 -4%
RGNCM
1310
R.G. Niederhoffer Capital Management
New York
$706K +$706K +13,600 New
WCF
1311
West Coast Financial
California
$703K +$3.37K +65 +0.5%
KIA
1312
King Investment Advisors
Texas
$701K -$1.38M -26,584 -66%
OIA
1313
Optimum Investment Advisors
Illinois
$700K -$20.7K -400 -3%
ACS
1314
Archford Capital Strategies
Illinois
$698K -$9.5K -183 -1%
DHFB
1315
Dixon Hubard Feinour & Brown
Virginia
$698K – – –
NAM
1316
Needelman Asset Management
California
$697K -$10.4K -200 -1%
RP
1317
Riverbridge Partners
Minnesota
$692K -$6.48K -125 -0.9%
ACH
1318
ArrowMark Colorado Holdings
Colorado
$679K – – –
MIC
1319
Meridian Investment Counsel
California
$676K +$77.9K +1,500 +13%
ZIG
1320
Zuckerman Investment Group
Illinois
$673K +$673K +12,974 New
IOOF
1321
Independent Order of Foresters
Ontario, Canada
$669K – – –
CS
1322
Comerica Securities
Michigan
$667K +$667K +12,851 New
VCM
1323
Violich Capital Management
California
$666K – – –
TWM
1324
Torch Wealth Management
Ohio
$661K +$156 +3 +0%
TFO
1325
Tarbox Family Office
California
$660K -$45.5K -878 -6%
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