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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 %
MSA
251
Mason Street Advisors
Wisconsin
$66.6M +$327K +6,570 +0.5%
ASRS
252
Arizona State Retirement System
Arizona
$66.6M -$1.58M -31,700 -2%
HP
253
Holowesko Partners
Bahamas
$66.4M +$746K +15,000 +1%
Fidelity International
254
Fidelity International
Bermuda
$66.2M +$49.1M +987,851 +288%
1IC
255
1919 Investment Counsel
Maryland
$66.1M -$650K -13,060 -1%
HIMCH
256
Hartford Investment Management Co (HIMCO)
Connecticut
$66M -$1.81M -36,355 -3%
CIC
257
Chilton Investment Company
Connecticut
$65.5M +$2.21M +44,450 +3%
Royal London Asset Management
258
Royal London Asset Management
United Kingdom
$64.9M +$1.68M +33,821 +3%
CNB
259
City National Bank
California
$64.6M +$7.27M +146,168 +13%
WCM
260
Winton Capital Management
United Kingdom
$64.3M +$23M +462,635 +56%
JPMPWA
261
J.P. Morgan Private Wealth Advisors
California
$63.7M +$7.75M +155,713 +14%
AWCI
262
Alpine Woods Capital Investors
New York
$63.6M -$539K -10,830 -0.8%
DL
263
Delta Lloyd
Netherlands
$62.9M +$936K +18,809 +2%
B
264
Baird
Wisconsin
$62.4M +$26.9M +541,004 +76%
EIM
265
ExxonMobil Investment Management
Texas
$62.4M +$309K +6,211 +0.5%
IRF
266
IBM Retirement Fund
New York
$61.9M -$33.9M -682,682 -35%
SWITC
267
Stewart West Indies Trading Company
Colorado
$61.4M – – –
VRS
268
Virginia Retirement Systems
Virginia
$61.3M +$1.86M +37,384 +3%
NI
269
Numeric Investors
Massachusetts
$60.9M +$13.2M +266,300 +28%
RJA
270
Raymond James & Associates
Florida
$60.8M +$2.94M +59,112 +5%
BCM
271
Basswood Capital Management
New York
$60.5M +$92.5K +1,860 +0.2%
Cohen & Steers
272
Cohen & Steers
New York
$60.2M -$6.99M -140,500 -10%
AG
273
Aperio Group
California
$55.8M +$55.8M +1,122,145 New
PC
274
Polar Capital
United Kingdom
$55.4M +$9.52M +191,410 +21%
GH
275
GAM Holding
Switzerland
$55M +$3.52M +70,805 +7%
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