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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 %
BHIA
351
Birch Hill Investment Advisors
Massachusetts
$31M -$526K -10,580 -2%
Bank of Nova Scotia
352
Bank of Nova Scotia
Ontario, Canada
$31M +$2.1M +42,151 +7%
AIA
353
Affinity Investment Advisors
California
$30.9M +$244K +4,907 +0.8%
BKBG
354
BHF Kleinwort Benson Group
Belgium
$30.1M +$17.9M +359,246 +146%
LPL Financial
355
LPL Financial
California
$29.9M +$1.36M +27,380 +5%
CI
356
Cooper Investors
Australia
$29.8M -$1.27M -25,588 -4%
ARC
357
Absolute Return Capital
Massachusetts
$29.5M +$5.24M +105,278 +22%
OCAM
358
Onex Canada Asset Management
Ontario, Canada
$29.3M +$6.89M +138,488 +31%
William Blair & Company
359
William Blair & Company
Illinois
$29.2M +$1.23M +24,714 +4%
MOACM
360
Mutual of America Capital Management
New York
$29.2M +$172K +3,452 +0.6%
OAM
361
Origin Asset Management
United Kingdom
$29.1M -$1.17M -23,600 -4%
HPC
362
HM Payson & Co
Maine
$28.9M -$58.8K -1,183 -0.2%
WTNA
363
Wilmington Trust National Association
Delaware
$28.6M +$1.06M +21,370 +4%
B
364
BP
United Kingdom
$28.5M +$1.74M +35,000 +7%
BC
365
Bartlett & Co
Ohio
$28.4M +$442K +8,888 +2%
RCIM
366
Russell Clark Investment Management
United Kingdom
$28.1M -$224K -4,500 -0.8%
OPCM
367
Osborne Partners Capital Management
California
$28M +$136K +2,743 +0.5%
FIM
368
Foresters Investment Management
New York
$27.9M -$443K -8,900 -2%
ESBC
369
E.S. Barr & Co
Kentucky
$27.8M -$266K -5,354 -0.9%
ACM
370
Alta Capital Management
Utah
$27.6M +$1.14M +22,964 +4%
CC
371
Carlson Capital
Texas
$27.5M -$17.6M -354,049 -39%
WB
372
WesBanco Bank
West Virginia
$27.1M -$119K -2,397 -0.4%
PTC
373
Philadelphia Trust Company
Pennsylvania
$26.9M +$120K +2,419 +0.4%
ASA
374
Armstrong Shaw Associates
Connecticut
$26.8M -$63.5M -1,275,824 -70%
HCM
375
Heathbridge Capital Management
Ontario, Canada
$26.7M +$1.07M +21,450 +4%
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