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Wells Fargo
WFC

Overview Fund Activity

1,644 hedge funds and large institutions have $201B invested in Wells Fargo in 2014 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 666 increasing their positions, 682 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
+28
Holders Change %
+1.73%
% of All Funds
47.51%
Holding in Top 10
344
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+29.81%
% of All Funds
9.94%
New
99
Increased
666
Reduced
682
Closed
55
Calls
$1.26B
Puts
$1.42B
Net Calls
-$163M
Net Calls Change
+$349M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$362M
2
Primecap Management
Primecap Management
California
+$306M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$298M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$254M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$243M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$693M
2
State Street
State Street
Massachusetts
-$437M
3
EVM
Eaton Vance Management
Massachusetts
-$417M
4
DSA
Davis Selected Advisers
Arizona
-$322M
5
Franklin Resources
Franklin Resources
California
-$302M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
226
SG Americas Securities
New York
$85.7M -$31.2M -627,544 -27%
CCM
227
Causeway Capital Management
California
$85M +$12.1M +230,945 +17%
Fayez Sarofim & Co
228
Fayez Sarofim & Co
Texas
$84.1M +$4.71M +94,581 +6%
CEP
229
Chicago Equity Partners
Illinois
$83.9M +$5.01M +100,640 +6%
HTI
230
Hikari Tsushin Inc
Japan
$83.4M – – –
T
231
Thomaspartners
Massachusetts
$82.9M +$9.99M +200,763 +14%
Nomura Asset Management
232
Nomura Asset Management
Japan
$81.7M -$3.76M -75,750 -4%
WBC
233
Westpac Banking Corp
Australia
$81.6M +$32.2M +648,226 +65%
DJC
234
Daily Journal Corp
California
$79.2M – – –
TSU
235
TD Securities (USA)
New York
$78.2M -$5.96M -119,891 -7%
HFS
236
HL Financial Services
Kentucky
$77.5M +$2.63M +52,965 +4%
AC
237
Alleghany Corporation
New York
$77.1M +$10.7M +215,000 +16%
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$77.1M +$2.17M +43,683 +3%
HI
239
Honeywell International
North Carolina
$75.2M -$15.2M -305,900 -17%
H
240
Hexavest
Quebec, Canada
$74.6M -$46.1M -926,641 -38%
CCMH
241
Cornerstone Capital Management Holdings
New York
$73.4M -$3.9M -78,345 -5%
KIG
242
Kovitz Investment Group
Illinois
$73.2M +$13.8M +352,363 +23%
FAF
243
Fjarde Ap-fonden
Sweden
$72.7M +$2.34M +47,083 +3%
MAMU
244
Marathon Asset Management (UK)
United Kingdom
$71.8M +$32.4M +651,272 +82%
RIG
245
Roosevelt Investment Group
New York
$70.6M -$715K -14,370 -1%
Janus Henderson Group
246
Janus Henderson Group
United Kingdom
$70.3M +$3.94M +79,108 +6%
GIBU
247
Gulf International Bank (UK)
United Kingdom
$69.9M – – –
BPC
248
Banque Pictet & Cie
Switzerland
$69.8M +$3.77M +75,740 +6%
Stifel Financial
249
Stifel Financial
Missouri
$67.8M +$67.8M +1,362,563 New
Capital Research Global Investors
250
Capital Research Global Investors
California
$67.8M – – –
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