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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 %
CWM
1626
Cranbrook Wealth Management
Michigan
$70K – – –
CFSG
1627
Community Financial Services Group
Vermont
$69K -$20.6K -395 -23%
PO
1628
Private Ocean
California
$64K -$2.64K -51 -4%
WA
1629
Winfield Associates
Ohio
$62K -$109K -2,100 -64%
RI
1630
Redwood Investments
Massachusetts
$58K -$13K -249 -18%
MUMSS
1631
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53K -$9.26K -180 -15%
FWC
1632
First Washington Corp
Washington
$52K -$780K -15,000 -94%
CRM
1633
Cramer Rosenthal McGlynn
Connecticut
$52K – – –
HDIM
1634
Hanson & Doremus Investment Management
Vermont
$47K – – –
LWA
1635
Lenox Wealth Advisors
New York
$47K – – –
IRS
1636
Invictus RG (Singapore)
Singapore
$42K +$42K +809 New
SAC
1637
Smith Affiliated Capital
New York
$41.5K – – –
GGPS
1638
Gary Goldberg Planning Services
New York
$41K +$7.76K +149 +23%
GI
1639
Gradient Investments
Minnesota
$37K -$234K -4,537 -86%
LFR
1640
Lehman Financial Resources
Pennsylvania
$36K -$4.42M -86,010 -99%
JAM
1641
Jolley Asset Management
North Carolina
$36K – – –
VIMU
1642
Veritas Investment Management (UK)
United Kingdom
$36K – – –
JIR
1643
James Investment Research
Ohio
$36K +$12.7K +245 +54%
Financial Engines Advisors
1644
Financial Engines Advisors
California
$36K +$30.2K +574 +517%
NG
1645
NatWest Group
United Kingdom
$35.6K +$1.19K +23,008 +3%
SMG
1646
Spectrum Management Group
Indiana
$27K – – –
CP
1647
Corbenic Partners
Pennsylvania
$26K – – –
UB
1648
UMB Bank
Missouri
$24.9K +$182 +3,506 +0.7%
HCM
1649
Horrell Capital Management
Arkansas
$24K – – –
AAM
1650
American Asset Management
Florida
$22K +$22K +500 New
64 65
66
67 68