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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 %
SEC
1601
Seven Eight Capital
New York
$130K +$130K +2,500 New
PIA
1602
Piedmont Investment Advisors
North Carolina
$126K -$21.8K -420 -15%
WA
1603
WealthTrust-Arizona
Arizona
$120K -$467 -9 -0.4%
SC
1604
Saturna Capital
Washington
$120K – – –
AC
1605
Alexandria Capital
Virginia
$120K – – –
MMH
1606
Menora Mivtachim Holdings
Israel
$119K – – –
BCI
1607
Brinker Capital Investments
Pennsylvania
$110K -$2.59K -50 -2%
BAM
1608
Brave Asset Management
New Jersey
$108K – – –
TDC
1609
Thompson Davis & Co
Virginia
$106K +$81K +1,556 +324%
ATC
1610
Adirondack Trust Company
New York
$104K +$43.7K +840 +72%
TCM
1611
TD Capital Management
Tennessee
$103K – – –
SCA
1612
Strategic Capital Alternatives
United States
$102K +$102K +1,965 New
BOK
1613
Bank of Kentucky
Kentucky
$101K – – –
ICM
1614
ICC Capital Management
Florida
$99K -$9.77M -187,503 -99%
LWM
1615
LBA Wealth Management
Florida
$95K – – –
First Eagle Investment Management
1616
First Eagle Investment Management
New York
$93K – – –
PFO
1617
Pathstone Family Office
New Jersey
$92K +$92K +1,768 New
AAC
1618
Asset Advisors Corp
Georgia
$90K +$37.9K +729 +73%
NCM
1619
Nelson Capital Management
California
$89K +$42.1K +811 +90%
AFIA
1620
America First Investment Advisors
Nebraska
$83K – – –
PIM
1621
Parasol Investment Management
Illinois
$83K +$15K +289 +22%
TCCM
1622
Timber Creek Capital Management
Massachusetts
$81K – – –
WCM
1623
Wealthcare Capital Management
Virginia
$80K +$10K +194 +14%
IMS
1624
Index Management Solutions
Pennsylvania
$74K -$890K -17,124 -92%
OFS
1625
Orrstown Financial Services
Pennsylvania
$70K – – –
63 64
65
66 67