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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 %
BG
376
Bahl & Gaynor
Ohio
$26.5M +$235K +4,722 +0.9%
AAM
377
AMI Asset Management
California
$26.3M +$1.27M +25,630 +5%
WJA
378
Williams Jones & Associates
New York
$26.2M +$6.64M +133,534 +34%
SMDAM
379
Sumitomo Mitsui DS Asset Management
Japan
$26.2M -$1.93M -38,881 -7%
Zurich Cantonal Bank
380
Zurich Cantonal Bank
Switzerland
$26.1M +$3.71M +74,569 +17%
BFS
381
Bradley Foster & Sargent
Connecticut
$26.1M +$1.44M +28,986 +6%
HCM
382
Highbridge Capital Management
New York
$26M +$26M +523,687 New
KWILP
383
Kiwi Wealth Investments Limited Partnership
New Zealand
$26M +$156K +3,134 +0.6%
M&T Bank
384
M&T Bank
New York
$25.8M -$473K -9,501 -2%
FT
385
Fiduciary Trust
Massachusetts
$25.6M +$299K +6,003 +1%
TGA
386
Trilogy Global Advisors
Florida
$25.5M -$1.14M -23,000 -4%
KIA
387
KCM Investment Advisors
California
$25.4M +$782K +15,723 +3%
CC
388
Cadinha & Co
Hawaii
$25M -$479K -9,640 -2%
BCM
389
Bridgeway Capital Management
Texas
$24.9M -$3.23M -64,890 -11%
DIA
390
Dana Investment Advisors
Wisconsin
$24.9M +$435K +8,751 +2%
UB
391
UMB Bank
Missouri
$24.8M +$537K +10,800 +2%
SCM
392
SKBA Capital Management
California
$24.7M +$4.28M +86,000 +21%
LI
393
LMCG Investments
Massachusetts
$24.7M -$139K -2,792 -0.6%
CIM
394
Calvert Investment Management
Maryland
$24.6M -$6.37M -128,144 -21%
DCM
395
Donaldson Capital Management
Indiana
$24.4M +$1.17M +23,577 +5%
CIA
396
CCM Investment Advisers
South Carolina
$24.2M -$1.68M -33,708 -6%
WSFS
397
Wilmington Savings Fund Society
Delaware
$23.9M -$229K -4,606 -0.9%
PSUF
398
People's United Financial
Connecticut
$23.7M -$1.33M -26,839 -5%
ECM
399
Estabrook Capital Management
New York
$23.7M -$733K -14,740 -3%
TCT
400
TIAA CREF Trust
Missouri
$23.4M -$1.02M -20,559 -4%
14 15
16
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