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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 %
PFA
1476
Pure Financial Advisors
California
$351K -$13.9K -268 -4%
STMM
1477
South Texas Money Management
Texas
$348K +$8.52K +164 +3%
KJHP
1478
K.J. Harrison & Partners
Ontario, Canada
$345K -$2.33M -45,000 -87%
KFA
1479
Kelleher Financial Advisors
New York
$342K -$15.9K -300 -4%
BCM
1480
Blume Capital Management
California
$342K – – –
Aristotle Capital Management
1481
Aristotle Capital Management
California
$342K +$342K +6,600 New
SFT
1482
Simmons First Trust
Arkansas
$341K +$26.2K +506 +8%
LWM
1483
Lenox Wealth Management
Ohio
$338K -$6.89K -133 -2%
KL
1484
Kinsight LLC
Alabama
$337K -$6.43K -124 -2%
PCM
1485
Palisade Capital Management
New Jersey
$334K +$25K +481 +8%
CCM
1486
Carderock Capital Management
Maryland
$332K +$332K +6,401 New
BGDI
1487
BW Gestao de Investimentos
Brazil
$331K -$23.8K -460 -7%
BFS
1488
Baskin Financial Services
Ontario, Canada
$328K +$328K +6,329 New
AIM
1489
Arcadia Investment Management
Michigan
$327K – – –
CPA
1490
Court Place Advisors
Maryland
$327K – – –
BBPWM
1491
Blue Bell Private Wealth Management
Pennsylvania
$326K – – –
HF
1492
Hoxton Financial
West Virginia
$325K -$5.24K -101 -2%
Kayne Anderson Rudnick Investment Management
1493
Kayne Anderson Rudnick Investment Management
California
$325K – – –
TCM
1494
Texan Capital Management
Texas
$322K -$1.44M -27,680 -82%
MSTVIM
1495
Messner & Smith Theme Value Investment Management
California
$321K -$778 -15 -0.2%
CM
1496
Capital Management
Virginia
$320K – – –
HPCM
1497
High Pointe Capital Management
Illinois
$319K -$460K -8,860 -59%
CFG
1498
CKW Financial Group
Hawaii
$317K – – –
PGA
1499
Portland Global Advisors
Maine
$316K – – –
CAM
1500
ClariVest Asset Management
California
$313K – – –
58 59
60
61 62