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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
$578M
2
Primecap Management
Primecap Management
California
$661M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$474M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$365M
5
Vanguard Group
Vanguard Group
Pennsylvania
$12.5B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$8.06B
2
State Street
State Street
Massachusetts
$10.3B
3
EVM
Eaton Vance Management
Massachusetts
$281M
4
DSA
Davis Selected Advisers
Arizona
$2.54B
5
Franklin Resources
Franklin Resources
California
$2.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$1.49B +$168M +3,371,951 +13%
Allianz Asset Management
27
Allianz Asset Management
Germany
$1.42B -$58.9M -1,185,032 -4%
Ameriprise
28
Ameriprise
Minnesota
$1.31B -$298M -5,984,999 -18%
Invesco
29
Invesco
Georgia
$1.31B -$153M -3,068,643 -10%
NEAM
30
New England Asset Management
Connecticut
$1.22B -$14.9K -300 -0%
Boston Partners
31
Boston Partners
Massachusetts
$1.16B +$85.4M +1,715,934 +8%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.16B -$29.1M -584,600 -2%
BBHC
33
Brown Brothers Harriman & Co
New York
$1.16B +$17.8M +357,331 +2%
UBS AM
34
UBS AM
Illinois
$1.09B +$38.5M +773,388 +4%
MAA
35
Managed Account Advisors
New Jersey
$1.04B -$17.8M -357,872 -2%
LPLP
36
Lansdowne Partners Limited Partnership
United Kingdom
$1.01B -$186M -3,740,040 -16%
Morgan Stanley
37
Morgan Stanley
New York
$895M +$12.7M +254,625 +1%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$882M +$6.79M +139,032 +0.8%
Fisher Asset Management
39
Fisher Asset Management
Washington
$880M -$15.6M -314,624 -2%
LSV Asset Management
40
LSV Asset Management
Illinois
$823M -$36M -724,341 -4%
Goldman Sachs
41
Goldman Sachs
New York
$819M -$151M -3,044,344 -16%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$790M -$5.18M -104,233 -0.7%
BIM
43
BlackRock Investment Management
Delaware
$783M +$10.1M +202,849 +1%
GRQ
44
Gardner Russo & Quinn
Pennsylvania
$731M +$7.68M +154,327 +1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$719M -$19.6M -394,218 -3%
Wells Fargo
46
Wells Fargo
California
$710M -$765K -15,370 -0.1%
LP
47
Longview Partners
Guernsey
$704M -$6.87M -138,160 -1%
MAM
48
Magellan Asset Management
Australia
$688M -$27.3M -548,576 -4%
Charles Schwab
49
Charles Schwab
California
$679M +$2.76M +55,405 +0.4%
Prudential Financial
50
Prudential Financial
New Jersey
$676M -$23.8M -479,342 -3%
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