WFC icon

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
$399M
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.6B
3
MA
Marshfield Associates
District of Columbia
$144M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$179M
5
CS
Credit Suisse
Switzerland
$818M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.12B
2
Capital World Investors
Capital World Investors
California
$7.52B
3
Franklin Resources
Franklin Resources
California
$1.7B
4
Wells Fargo
Wells Fargo
California
$474M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
126
Bessemer Group
New Jersey
$226M +$30.4M +585,836 +16%
MC
127
Montag & Caldwell
Georgia
$223M -$32.7M -630,149 -13%
PI
128
PGGM Investments
Netherlands
$216M +$6.82M +131,579 +3%
USAA
129
United Services Automobile Association
Texas
$214M -$7.02M -135,375 -3%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$213M -$19.5M -375,354 -8%
Brown Advisory
131
Brown Advisory
Maryland
$209M +$28.7M +553,942 +16%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$208M +$9.91M +191,112 +5%
PAM
133
Panagora Asset Management
Massachusetts
$208M -$43.8M -844,248 -17%
GIA
134
Gateway Investment Advisers
Ohio
$204M -$5.49M -105,916 -3%
Federated Hermes
135
Federated Hermes
Pennsylvania
$202M -$49.2M -948,184 -20%
Retirement Systems of Alabama
136
Retirement Systems of Alabama
Alabama
$195M -$14.5M -279,864 -7%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$190M +$9.89M +190,725 +5%
Canada Life
138
Canada Life
Manitoba, Canada
$190M -$9.23M -177,578 -5%
GAM
139
GVO Asset Management
Switzerland
$188M – – –
TD Asset Management
140
TD Asset Management
Ontario, Canada
$188M +$5.93M +114,386 +3%
Barclays
141
Barclays
United Kingdom
$187M +$32.7M +641,402 +21%
MAM
142
Marketfield Asset Management
New York
$187M -$41M -791,339 -18%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$186M -$9.15M -176,316 -5%
Luther King Capital Management (LKCM)
144
Luther King Capital Management (LKCM)
Texas
$185M +$2.02M +38,859 +1%
TGCM
145
Tukman Grossman Capital Management
California
$184M +$3.24M +62,400 +2%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$179M +$108M +2,082,778 +153%
NIMC
147
NWQ Investment Management Company
California
$178M -$17.2M -335,926 -9%
Diamond Hill Capital Management
148
Diamond Hill Capital Management
Ohio
$175M +$1.85M +35,718 +1%
JFL
149
Jarislowsky, Fraser Ltd
Quebec, Canada
$169M -$3.59M -69,175 -2%
WHG
150
Westwood Holdings Group
Texas
$167M -$27.8M -536,233 -14%
4 5
6
7 8