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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 %
FIM
1326
Fruth Investment Management
Texas
$652K +$11.7K +225 +2%
TNB
1327
Thomasville National Bank
Georgia
$650K -$5.49K -106 -0.8%
CC
1328
Colrain Capital
Massachusetts
$648K – – –
KTC
1329
Kistler-Tiffany Companies
Pennsylvania
$647K +$70K +1,350 +12%
CC
1330
Cornerstone Capital
California
$644K – – –
ECM
1331
Ensemble Capital Management
California
$643K – – –
WCM
1332
Windsor Capital Management
Arizona
$642K +$277K +5,348 +76%
PHS
1333
Pekin Hardy Strauss
Illinois
$640K -$9.24K -178 -1%
SSWM
1334
Smith Salley Wealth Management
North Carolina
$638K -$597K -11,528 -48%
TH
1335
TCTC Holdings
Texas
$636K +$12.5K +240 +2%
PWP
1336
Private Wealth Partners
California
$631K -$20.7K -400 -3%
PFBT
1337
Parkside Financial Bank & Trust
Missouri
$630K +$50.5K +974 +9%
AP
1338
Atwood & Palmer
Missouri
$627K +$42.3K +816 +7%
SAM
1339
SignalPoint Asset Management
Missouri
$624K -$41.3K -797 -6%
EWM
1340
Elite Wealth Management
Washington
$623K -$136K -2,630 -18%
TWA
1341
TCI Wealth Advisors
Arizona
$621K -$7.26K -140 -1%
AB
1342
AT Bancorp
Iowa
$616K +$21.6K +417 +4%
KG
1343
Killen Group
Pennsylvania
$615K -$176K -3,400 -22%
BC
1344
Banced Corp
Illinois
$608K -$17.3K -333 -3%
11A
1345
10-15 Associates
New York
$608K +$25.2K +486 +4%
ERIM
1346
Eagle Ridge Investment Management
Connecticut
$606K -$23.9K -460 -4%
TIM
1347
Thompson Investment Management
Wisconsin
$601K -$14.6K -275 -2%
SIM
1348
SSI Investment Management
California
$597K – – –
PFS
1349
Prospera Financial Services
Texas
$597K +$35.2K +726 +6%
M
1350
MOTCO
Texas
$595K – – –
52 53
54
55 56