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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 %
WIM
326
Waverton Investment Management
United Kingdom
$36.8M +$1.09M +21,837 +3%
LS
327
Livforsakringsbolaget Skandia
Sweden
$36.4M +$36.4M +732,621 New
Nuveen Asset Management
328
Nuveen Asset Management
Illinois
$36.2M -$12M -240,523 -25%
PIM
329
Profit Investment Management
Maryland
$36M -$4.97K -100 -0%
PIM
330
Perkins Investment Management
Illinois
$35.8M +$442K +8,893 +1%
ADEF
331
Adams Diversified Equity Fund
Maryland
$35.8M +$2.44M +49,000 +7%
CSIC
332
Clifford Swan Investment Counsel
California
$35.7M +$266K +5,345 +0.7%
RHBC
333
R.H. Bluestein & Co
Michigan
$35.7M +$443K +8,908 +1%
KBC Group
334
KBC Group
Belgium
$35.7M -$69.8K -1,403 -0.2%
RIM
335
RS Investment Management
California
$35.5M +$620K +12,464 +2%
MAA
336
Matrix Asset Advisors
New York
$35M -$1.48M -29,747 -4%
TU
337
TDAM USA
Ontario, Canada
$34.9M -$233K -4,680 -0.7%
CIBC Asset Management
338
CIBC Asset Management
Ontario, Canada
$34.2M +$114K +2,294 +0.3%
ECA
339
Endeavour Capital Advisors
Connecticut
$33.6M – – –
PI
340
Placemark Investments
Illinois
$33.5M -$13.3M -268,208 -28%
N
341
Natixis
France
$32.8M -$10.3M -206,479 -24%
WAM
342
World Asset Management
Michigan
$32.6M -$4.34M -87,195 -12%
RCM
343
Riverhead Capital Management
Delaware
$32.3M +$1.95M +39,158 +6%
HighTower Advisors
344
HighTower Advisors
Illinois
$32.2M +$343K +6,903 +1%
WT
345
Washington Trust
Rhode Island
$31.9M -$186K -3,749 -0.6%
PMG
346
Private Management Group
California
$31.8M -$8.79M -176,760 -22%
NG
347
NatWest Group
United Kingdom
$31.6M -$19.9M -400,901 -39%
AIA
348
Avalon Investment & Advisory
Texas
$31.2M -$490K -9,842 -2%
NMERB
349
New Mexico Educational Retirement Board
New Mexico
$31.2M +$31.2M +626,866 New
Parnassus Investments
350
Parnassus Investments
California
$31.1M – – –
12 13
14
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