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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 %
Commonwealth Equity Services
401
Commonwealth Equity Services
Massachusetts
$23.4M +$740K +14,882 +3%
STC
402
SEI Trust Company
Pennsylvania
$23.3M +$1.49M +29,972 +7%
WA
403
Wasatch Advisors
Utah
$23.2M -$3.68M -73,953 -14%
DADC
404
D.A. Davidson & Co
Montana
$23M -$934K -18,785 -4%
ONB
405
Old National Bancorp
Indiana
$22.9M -$3.02M -60,770 -12%
GT
406
Greenleaf Trust
Michigan
$22.9M +$959K +19,271 +4%
TAM
407
Tocqueville Asset Management
New York
$22.8M +$99.8K +2,006 +0.4%
VDI
408
Vaughan David Investments
Illinois
$22.8M -$5.37K -108 -0%
JAM
409
JCIC Asset Management
Ontario, Canada
$22.7M -$318K -6,400 -1%
WT
410
Wilmington Trust
Delaware
$22.6M -$714K -14,356 -3%
GCM
411
Grandmaster Capital Management
California
$22.5M -$173K -3,477 -0.8%
MCM
412
McKinley Capital Management
Alaska
$22M -$1.68M -33,677 -7%
FFA
413
First Foundation Advisors
California
$21.9M +$817K +16,435 +4%
BF
414
BOK Financial
Oklahoma
$21.9M -$378K -7,597 -2%
FWCM
415
Ferguson Wellman Capital Management
Oregon
$21.8M +$515K +10,346 +2%
JVBC
416
J.V. Bruni & Co
Colorado
$21.7M -$30.8K -619 -0.1%
CFB
417
Cullen/Frost Bankers
Texas
$21.6M +$1.6M +32,180 +8%
AIM
418
Avity Investment Management
Connecticut
$21.6M -$492K -9,883 -2%
SAM
419
Securian Asset Management
Minnesota
$21.5M +$9.55K +192 +0%
BP
420
Banyan Partners
Florida
$21.4M -$891K -17,916 -4%
QF
421
QVT Financial
New York
$21.4M -$4M -80,436 -16%
HCM
422
Hutchinson Capital Management
California
$21.4M -$262K -5,260 -1%
CAM
423
Capstone Asset Management
Texas
$21.3M -$4.38M -88,157 -17%
MIS
424
Morningstar Investment Services
Illinois
$21.3M +$2.66M +53,532 +14%
SCCM
425
Schafer Cullen Capital Management
New York
$21.1M +$2.11M +42,325 +11%
15 16
17
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