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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
$399M
2
Vanguard Group
Vanguard Group
Pennsylvania
$13.6B
3
MA
Marshfield Associates
District of Columbia
$144M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$179M
5
CS
Credit Suisse
Switzerland
$818M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$2.12B
2
Capital World Investors
Capital World Investors
California
$7.52B
3
Franklin Resources
Franklin Resources
California
$1.7B
4
Wells Fargo
Wells Fargo
California
$474M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$24B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.6B +$223M +4,298,110 +2%
State Street
3
State Street
Massachusetts
$10.8B +$82.1M +1,582,628 +0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.36B +$2.46M +47,435 +0%
Capital World Investors
5
Capital World Investors
California
$7.52B -$1B -19,312,300 -12%
BIT
6
BlackRock Institutional Trust
California
$6.61B -$114M -2,201,529 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.53B -$134M -2,591,531 -2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$5.32B -$107M -2,055,760 -2%
Dodge & Cox
9
Dodge & Cox
California
$3.77B -$5.94M -114,545 -0.2%
Northern Trust
10
Northern Trust
Illinois
$3.6B -$85.9M -1,656,779 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.46B -$65.7M -1,266,295 -2%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$2.85B – – –
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$2.85B -$19.6M -378,487 -0.7%
BFA
14
BlackRock Fund Advisors
California
$2.7B +$48.4M +933,924 +2%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.61B -$216M -4,169,249 -8%
DSA
16
Davis Selected Advisers
Arizona
$2.35B -$96.3M -1,856,379 -4%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.27B +$24M +463,594 +1%
Norges Bank
18
Norges Bank
Norway
$2.12B -$2.08B -40,184,681 -50%
AllianceBernstein
19
AllianceBernstein
Tennessee
$2.07B -$60.1M -1,159,131 -3%
BG
20
BlackRock Group
United Kingdom
$2.04B -$58.3M -1,124,165 -3%
Harris Associates
21
Harris Associates
Illinois
$1.89B +$52.8M +1,017,225 +3%
BA
22
BlackRock Advisors
Delaware
$1.88B -$68.6M -1,323,169 -4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.88B -$16.4M -317,197 -0.9%
TCIM
24
TIAA CREF Investment Management
New York
$1.77B -$18.1M -349,904 -1%
Franklin Resources
25
Franklin Resources
California
$1.7B -$672M -12,952,940 -28%
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