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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 %
FNBOH
1376
First National Bank of Hutchinson
Kansas
$521K – – –
RSVP
1377
Ramsay Stattman Vela & Price
Colorado
$520K -$2.08K -40 -0.4%
NVIM
1378
New Vernon Investment Management
Illinois
$519K -$519K -10,000 -50%
CCT
1379
Country Club Trust
Missouri
$512K +$29.9K +575 +6%
ZTNA
1380
Zions Trust National Association
Utah
$511K – – –
GAM
1381
Gould Asset Management
California
$511K – – –
RCM
1382
Rockshelter Capital Management
Pennsylvania
$508K – – –
Manulife (Manufacturers Life Insurance)
1383
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$508K -$9.66K -186,289 -2%
HS
1384
Huntington Steele
Pennsylvania
$503K – – –
Verition Fund Management
1385
Verition Fund Management
Connecticut
$502K -$248K -4,774 -33%
PMFA
1386
Plante Moran Financial Advisors
Michigan
$501K +$38.3K +739 +8%
WCM Investment Management
1387
WCM Investment Management
California
$497K -$4.66K -90 -0.9%
VCAM
1388
Van Cleef Asset Management
Ohio
$497K +$194K +3,750 +64%
WPC
1389
Waters Parkerson & Co
Louisiana
$494K -$1.71K -33 -0.3%
BIM
1390
Barton Investment Management
Pennsylvania
$491K – – –
SAM
1391
Summit Asset Management
Tennessee
$486K +$57K +1,100 +13%
IUAM
1392
Itau USA Asset Management
New York
$485K – – –
GIM
1393
Goelzer Investment Management
Indiana
$484K -$4.67K -90 -1%
CCA
1394
Cobblestone Capital Advisors
New York
$483K -$22.9K -441 -5%
PFC
1395
Phocas Financial Corp
California
$481K -$25.4K -490 -5%
VNB
1396
Valley National Bancorp
New York
$481K – – –
LIC
1397
Lodestar Investment Counsel
Illinois
$475K – – –
MVA
1398
Mount Vernon Associates
Maryland
$474K – – –
OAM
1399
Occidental Asset Management
California
$472K – – –
WA
1400
WESPAC Advisors
California
$470K +$191K +3,678 +68%
54 55
56
57 58