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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 %
VFP
1576
Verus Financial Partners
Virginia
$211K +$260 +5 +0.1%
CCT
1577
Capital City Trust
Florida
$209K – – –
AAM
1578
Aureus Asset Management
Massachusetts
$208K -$116K -2,235 -36%
RIA
1579
Regal Investment Advisors
Michigan
$208K +$3.84K +74 +2%
FC
1580
FCA Corp
Texas
$207K – – –
FWCM
1581
First Western Capital Management
California
$207K +$207K +3,992 New
MPMG
1582
Minneapolis Portfolio Management Group
Minnesota
$206K -$104K -2,000 -34%
PCMK
1583
Paragon Capital Management (Kansas)
Kansas
$206K +$206K +3,985 New
HL
1584
HeadInvest LLC
Maine
$205K -$956 -18 -0.5%
MAM
1585
Marquette Asset Management
Minnesota
$205K – – –
CFN
1586
Cordasco Financial Network
Florida
$205K – – –
CWM
1587
Confluence Wealth Management
Oregon
$202K -$95.9K -1,849 -32%
AWA
1588
Arete Wealth Advisors
Illinois
$202K -$49.1K -950 -20%
CCA
1589
Conestoga Capital Advisors
Pennsylvania
$202K – – –
CASB
1590
Cape Ann Savings Bank
Massachusetts
$202K +$3.89K +75 +2%
FAG
1591
Financial Advisory Group
Texas
$201K +$1.04K +20 +0.5%
VCM
1592
Vigilant Capital Management
Maine
$194K -$3.94K -76 -2%
BRWM
1593
B. Riley Wealth Management
Tennessee
$176K -$34.9K -675 -17%
FIG
1594
Fusion Investment Group
Pennsylvania
$161K -$66.3K -1,281 -29%
S
1595
SignatureFD
Georgia
$148K +$3.89K +75 +3%
OC
1596
Oakworth Capital
Alabama
$142K – – –
SC
1597
SRB Corp
Massachusetts
$141K +$141K +2,715 New
NSIM
1598
North Star Investment Management
Illinois
$140K – – –
HTHT
1599
Hemenway Trust Hemenway Trust
New Hampshire
$138K – – –
RAM
1600
Riggs Asset Management
Pennsylvania
$130K +$130K +2,509 New
62 63
64
65 66