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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 %
AWA
1501
AmeriServ Wealth Advisors
Pennsylvania
$311K – – –
FPCP
1502
Fort Point Capital Partners
California
$311K +$103K +1,990 +50%
IH
1503
IFC Holdings
Florida
$310K -$95.5K -1,847 -24%
EWM
1504
Evermay Wealth Management
Virginia
$310K +$37.9K +730 +14%
SAMT
1505
Select Asset Management & Trust
Pennsylvania
$309K – – –
VST
1506
Van Strum & Towne
California
$305K +$75.7K +1,461 +33%
AAS
1507
Annex Advisory Services
Wisconsin
$301K -$72K -1,386 -19%
CAW
1508
Cornerstone Advisors (Washington)
Washington
$301K -$4.97K -96 -2%
MIP
1509
Marietta Investment Partners
Wisconsin
$301K – – –
AF
1510
Aldebaran Financial
$298K -$83K -1,600 -22%
FIM
1511
Fernwood Investment Management
Massachusetts
$298K -$2.59K -50 -0.9%
BFA
1512
Beaumont Financial Advisors
Massachusetts
$297K -$7.79K -150 -3%
SBWM
1513
Sunflower Bank Wealth Management
Arizona
$296K +$17.1K +330 +6%
EGA
1514
E&G Advisors
Texas
$293K – – –
SM
1515
Salzhauer Michael
$291K – – –
BCA
1516
Bernzott Capital Advisors
California
$287K +$287K +5,525 New
YP
1517
Yellowstone Partners
Idaho
$285K -$1.09K -21 -0.4%
SFA
1518
Sequoia Financial Advisors
Ohio
$284K -$260 -5 -0.1%
VIA
1519
Vantage Investment Advisors
Pennsylvania
$283K +$7.11K +137 +3%
AB
1520
Atlas Brown
Kentucky
$282K -$77K -1,486 -21%
CCC
1521
Chelsea Counsel Company
California
$282K -$72.7K -1,400 -20%
ACP
1522
Aviance Capital Partners
Florida
$282K -$5.81K -112 -2%
ARMC
1523
American Research & Management Company
Massachusetts
$281K -$67.4K -1,300 -19%
PCM
1524
Prelude Capital Management
New York
$276K -$168K -3,250 -38%
DAM
1525
Doheny Asset Management
California
$275K -$21.8K -420 -7%
59 60
61
62 63