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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 %
FGP
1451
Foyston, Gordon, & Payne
Ontario, Canada
$385K – – –
WSCM
1452
Wellington Shields Capital Management
New York
$385K +$33.3K +643 +9%
EB
1453
Eastern Bank
Massachusetts
$381K – – –
TT
1454
Tiedemann Trust
Delaware
$381K +$4.2K +81 +1%
Eagle Capital Management (New York)
1455
Eagle Capital Management (New York)
New York
$379K – – –
GHAM
1456
Gilman Hill Asset Management
Connecticut
$373K +$28.8K +555 +8%
CAL
1457
Capital Analysts LLC
Pennsylvania
$373K -$30.7K -591 -8%
IIA
1458
IPG Investment Advisors
California
$372K -$3.63K -70 -1%
MCMT
1459
Moon Capital Management (Tennessee)
Tennessee
$372K – – –
NL
1460
NWAM LLC
Washington
$370K -$346K -6,683 -48%
GA
1461
Geller Advisors
New York
$368K +$368K +7,094 New
MIHAS
1462
Maj Invest Holding A/S
Denmark
$367K +$367K +7,069 New
DDC
1463
DF Dent & Co
Maryland
$366K – – –
PWM
1464
ParenteBeard Wealth Management
Pennsylvania
$365K +$179K +3,450 +96%
BIA
1465
Biondo Investment Advisors
Pennsylvania
$364K +$18.1K +350 +5%
SC
1466
Saybrook Capital
North Carolina
$363K – – –
SIM
1467
Sigma Investment Management
Oregon
$362K – – –
BFG
1468
Bouchey Financial Group
New York
$361K -$10.3K -199 -3%
KFS
1469
Kurt F. Somerville
$358K – – –
GMA
1470
Goldstein Munger & Associates
California
$358K – – –
GSBTD
1471
Glenview State Bank Trust Department
Illinois
$358K – – –
SNBOSD
1472
Security National Bank of So Dak
Iowa
$356K -$1.19K -23 -0.3%
FPCG
1473
Fort Pitt Capital Group
Pennsylvania
$355K +$355K +6,840 +97,714%
PIC
1474
Portland Investment Counsel
Ontario, Canada
$353K -$145K -2,800 -29%
FMWA
1475
Forvis Mazars Wealth Advisors
Missouri
$353K -$28.2K -545 -7%
57 58
59
60 61