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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 %
First Trust Advisors
426
First Trust Advisors
Illinois
$21M +$615K +12,357 +3%
Janney Montgomery Scott
427
Janney Montgomery Scott
Pennsylvania
$21M +$1.94M +39,064 +10%
NLGIA
428
Nippon Life Global Investors Americas
New York
$20.9M +$5.94M +119,370 +40%
LIA
429
LS Investment Advisors
Michigan
$20.8M +$1.52M +30,540 +8%
MI
430
Markston International
New York
$20.7M -$24.9K -500 -0.1%
CIBC World Market
431
CIBC World Market
Ontario, Canada
$20.6M +$1.54M +30,966 +8%
PL
432
Perpetual Ltd
Australia
$20.6M +$2.69M +54,146 +15%
FCBT
433
First Citizens Bank & Trust
North Carolina
$20.3M -$54K -1,085 -0.3%
HW
434
Hancock Whitney
Mississippi
$20M +$263K +5,295 +1%
HSA
435
Hussman Strategic Advisors
Maryland
$19.9M +$19.9M +400,000 New
KRS
436
Kentucky Retirement Systems
Kentucky
$19.7M +$57.2K +1,150 +0.3%
FDCC
437
Foster Dykema Cabot & Co
Massachusetts
$19.7M +$611K +12,280 +3%
BPBT
438
Boston Private Bank & Trust
Massachusetts
$19.7M -$362K -7,282 -2%
RW
439
Rand Wealth
Maryland
$19.6M -$220K -4,422 -1%
BSA
440
Braun Stacey Associates
New York
$19.5M -$559K -11,240 -3%
B
441
Barings
North Carolina
$19.5M -$567K -11,400 -3%
SL
442
Summitry LLC
California
$19.4M -$151K -3,045 -0.8%
CWP
443
Capital Wealth Planning
Florida
$19.4M +$3.45M +69,460 +22%
DAM
444
Delta Asset Management
Tennessee
$19.3M +$111K +2,233 +0.6%
RMDI
445
R.M. Davis Inc
Maine
$19.1M -$533K -10,708 -3%
DIA
446
Davidson Investment Advisors
Montana
$19.1M -$245K -4,922 -1%
KCM
447
Kames Capital Management
United Kingdom
$19.1M – – –
Connor, Clark & Lunn Investment Management (CC&L)
448
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19M +$2.68M +48,900 +16%
V
449
Veritable
Delaware
$19M +$552K +11,089 +3%
TIP
450
Torray Investment Partners
Maryland
$19M +$9.95K +200 +0.1%
16 17
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