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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 %
GIM
1526
Groesbeck Investment Management
New Jersey
$275K – – –
SCA
1527
STALEY CAPITAL ADVISERS
Pennsylvania
$272K +$272K +5,251 New
CL
1528
Croft-Leominster
Maryland
$270K -$12.2K -235 -4%
IHL
1529
Investment House LLC
California
$269K -$9.06K -175 -3%
BMM
1530
Buffington Mohr McNeal
Idaho
$266K – – –
WPIC
1531
White Pine Investment Company
Michigan
$265K -$77.7K -1,500 -23%
BIM
1532
Beach Investment Management
Pennsylvania
$262K -$1.36M -26,350 -84%
TA
1533
Teton Advisors
New York
$259K – – –
CCA
1534
Catalyst Capital Advisors
New York
$259K +$259K +5,000 New
FMC
1535
First Merchants Corp
Indiana
$258K -$2.59K -50 -1%
PRCM
1536
Pine River Capital Management
Minnesota
$258K +$258K +4,968 New
GIA
1537
Guyasuta Investment Advisors
Pennsylvania
$257K -$4.14K -80 -2%
SWM
1538
Segment Wealth Management
Texas
$256K -$3.89K -75 -1%
NCMG
1539
NCM Capital Management Group
North Carolina
$256K – – –
ZF
1540
Zhang Financial
Michigan
$256K +$17.5K +337 +7%
JIP
1541
Jaffetilchin Investment Partners
Florida
$256K +$20.9K +403 +9%
DMC
1542
Drexel Morgan & Co
Pennsylvania
$255K -$7.57K -185 -3%
GAM
1543
Gemmer Asset Management
California
$252K +$5.49K +106 +2%
DWM
1544
Destination Wealth Management
California
$251K -$139K -2,680 -36%
SFI
1545
SPC Financial Inc
Maryland
$249K +$9.91K +191 +4%
EAMA
1546
EFG Asset Management (Americas)
Florida
$249K +$54.9K +1,048 +28%
CFA
1547
Capstone Financial Advisors
Illinois
$248K +$31.2K +600 +14%
TAM
1548
Third Avenue Management
New York
$244K +$244K +4,699 New
IWC
1549
Integrated Wealth Counsel
California
$242K -$877K -16,901 -78%
SCM
1550
Salem Capital Management
Massachusetts
$242K – – –
60 61
62
63 64