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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 %
HC
1426
Highmount Capital
New York
$423K -$1.82K -35 -0.4%
VC
1427
Vicus Capital
Pennsylvania
$420K +$79.1K +1,526 +23%
MSFP
1428
Mark Sheptoff Financial Planning
Connecticut
$417K – – –
GSC
1429
Ground Swell Capital
South Carolina
$415K +$137K +2,647 +49%
SWK
1430
Stephen W. Kidder
$415K +$415K +8,000 New
WDA
1431
Wendell David Associates
New Hampshire
$414K -$5.36K -103 -1%
EIM
1432
Emerson Investment Management
Massachusetts
$413K -$38.3K -739 -8%
BSW
1433
Buckingham Strategic Wealth
Missouri
$411K -$5.86K -113 -1%
SIC
1434
Sigma Investment Counselors
Michigan
$410K +$363 +7 +0.1%
TYCC
1435
Texas Yale Capital Corp
Florida
$408K +$408K +7,863 New
CYG
1436
Clean Yield Group
Vermont
$407K -$77.7K -1,500 -16%
NPIT
1437
National Penn Investors Trust
Pennsylvania
$407K -$20.4K -393 -5%
FSA
1438
Financial Sense Advisors
California
$406K +$21.6K +416 +6%
CAS
1439
CTC Alternative Strategies
Illinois
$405K -$488K -9,400 -55%
LBC
1440
Lawrence B. Cohen
$404K -$3.89K -75 -1%
SCM
1441
Sterneck Capital Management
Missouri
$402K -$151K -2,911 -27%
HCM
1442
Highlander Capital Management
New Jersey
$401K – – –
BCM
1443
Bourgeon Capital Management
Connecticut
$399K – – –
HA
1444
Hamel Associates
New Jersey
$399K – – –
PHAM
1445
Palisades Hudson Asset Management
Florida
$398K – – –
PLFAM
1446
Pineno Levin & Ford Asset Management
Virginia
$398K – – –
EFSCE
1447
Enterprise Financial Services Corp (EFSC)
Missouri
$396K -$9.71K -187 -2%
IIC
1448
Ironwood Investment Counsel
Arizona
$389K +$207 +4 +0.1%
CG
1449
Colony Group
Massachusetts
$386K +$364K +7,016 +1,639%
WPW
1450
Waldron Private Wealth
Pennsylvania
$385K -$46.8K -904 -11%
56 57
58
59 60