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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 %
HWA
1551
Heritage Wealth Advisors
Virginia
$239K -$40.8K -785 -15%
SHWM
1552
Smith & Howard Wealth Management
Georgia
$239K – – –
RCM
1553
Reynolds Capital Management
Nevada
$239K +$26K +500 +12%
OAM
1554
Oberweis Asset Management
Illinois
$238K – – –
FWM
1555
Focused Wealth Management
New York
$237K +$467 +9 +0.2%
CPA
1556
Cowen Prime Advisors
New York
$233K -$3.48K -67 -1%
WFG
1557
Windsor Financial Group
Minnesota
$233K +$6.94K +134 +3%
NYLT
1558
New York Life Trust
New York
$230K -$726 -14 -0.3%
WI
1559
Wedgewood Investors
Pennsylvania
$229K – – –
BOS
1560
Bank of Stockton
California
$228K -$20.7K -400 -8%
BST
1561
Bath Savings Trust
Maine
$228K -$10.4K -200 -4%
AAM
1562
Archipel Asset Management
Sweden
$227K +$227K +4,377 New
CL
1563
CFS LLC
Oklahoma
$226K -$1.81K -35 -0.8%
BCM
1564
Beck Capital Management
Texas
$224K -$63.3K -1,240 -22%
JGUA
1565
John G. Ullman & Associates
New York
$223K – – –
I2I
1566
Insight 2811 Inc
Illinois
$221K – – –
LD
1567
Lipe & Dalton
New York
$220K -$3.37K -65 -2%
SCP
1568
Syntal Capital Partners
Texas
$220K +$220K +4,260 New
TCM
1569
Tradewinds Capital Management
Washington
$215K – – –
DBT
1570
Dubuque Bank & Trust
Iowa
$213K -$229K -4,410 -52%
EA
1571
Elm Advisors
California
$213K +$2.07K +40 +1%
CHA
1572
Cedar Hill Associates
Illinois
$213K +$213K +4,115 New
GC
1573
Gratry & Company
Ohio
$212K -$203K -3,915 -49%
HR
1574
Howe & Rusling
New York
$212K -$6.58K -127 -3%
CTA
1575
Colonial Trust Advisors
South Carolina
$212K -$2.6K -50 -1%
61 62
63
64 65