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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 %
WHRC
1401
W.H. Reaves & Co
New Jersey
$467K – – –
AIM
1402
Acuity Investment Management
Ontario, Canada
$467K – – –
WA
1403
Waverly Advisors
Alabama
$465K -$46.6K -898 -9%
TA
1404
TBP Advisors
New York
$463K -$26K -500 -5%
CPC
1405
Cookson Peirce & Co
Pennsylvania
$463K +$7.27K +140 +2%
BG
1406
Bollard Group
Massachusetts
$456K -$66.4K -1,282 -13%
AIM
1407
Allen Investment Management
New York
$456K +$456K +8,785 New
FMW
1408
Farr Miller & Washington
District of Columbia
$455K -$70K -1,350 -13%
ANBTV
1409
American National Bank & Trust (Virginia)
Virginia
$453K -$500K -9,652 -52%
Jane Street
1410
Jane Street
New York
$451K -$2.93M -56,425 -87%
ACM
1411
Alpha Capital Management
Texas
$450K +$9.55K +184 +2%
WPP
1412
Whalerock Point Partners
Rhode Island
$448K – – –
FHC
1413
First Houston Capital
Texas
$446K -$15.6K -300 -3%
RU
1414
RobecoSam USA
New York
$446K +$31.6K +609 +8%
AF
1415
Allworth Financial
California
$445K +$9.17K +177 +2%
WA
1416
WBH Advisory
Maryland
$442K -$20.6K -398 -4%
DAS
1417
Dynamic Advisor Solutions
Arizona
$440K +$100K +1,931 +29%
LRPA
1418
L. Roy Papp & Associates
Arizona
$438K +$52 +1 +0%
IPC
1419
Independent Portfolio Consultants
Florida
$437K -$1.24K -24 -0.3%
IIM
1420
Ipswich Investment Management
Massachusetts
$429K -$147K -2,837 -26%
GP
1421
Girard Partners
Pennsylvania
$427K +$5.14K +99 +1%
VNA
1422
VNBTrust National Association
Virginia
$426K -$41.3K -795 -9%
RMCM
1423
Reynders McVeigh Capital Management
Massachusetts
$426K +$113K +2,179 +36%
SCA
1424
Salient Capital Advisors
Texas
$424K +$146K +2,813 +52%
CICI
1425
Capital Investment Counsel Inc
North Carolina
$423K -$291K -5,599 -41%
55 56
57
58 59