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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 %
FIM
476
Frontier Investment Management
Texas
$16.6M +$80.6K +1,620 +0.5%
CTI
477
Community Trust & Investment
Kentucky
$16.4M +$3.19M +64,210 +24%
ABC
478
Associated Banc-Corp
Wisconsin
$16.4M +$316K +6,361 +2%
QI
479
Qualcomm Inc
California
$16.4M – – –
MCM
480
MAI Capital Management
Ohio
$16.2M +$190K +3,828 +1%
FTIOP
481
Fiduciary Trust International of Pennsylvania
Pennsylvania
$16.2M +$564K +11,342 +4%
EGM
482
Espalier Global Management
New York
$16.2M +$16.2M +325,000 New
GIM
483
Greylin Investment Management
Virginia
$16.1M +$126K +2,525 +0.8%
AMI
484
Amica Mutual Insurance
Rhode Island
$16M -$2.71M -54,411 -14%
SC
485
Scotia Capital
Ontario, Canada
$15.9M +$1.22M +24,593 +8%
SIM
486
Sentry Investment Management
Wisconsin
$15.7M – – –
PI
487
PineBridge Investments
New York
$15.7M -$12.5M -251,209 -44%
CIP
488
Chartwell Investment Partners
Pennsylvania
$15.6M +$251K +5,045 +2%
DSI
489
Daiwa SB Investments
Japan
$15.2M +$10.3M +206,131 +206%
BCM
490
Boltwood Capital Management
California
$15.1M -$98.7K -1,985 -0.6%
GP
491
GLG Partners
United Kingdom
$15M +$13.2M +265,802 +755%
SLI
492
Sumitomo Life Insurance
Japan
$14.9M -$1.26M -25,329 -8%
AAM
493
Advisors Asset Management
Colorado
$14.7M +$224K +4,503 +2%
Millennium Management
494
Millennium Management
New York
$14.7M -$8.2M -164,822 -36%
MCTIC
495
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$14.7M -$54.7K -1,100 -0.4%
Toronto Dominion Bank
496
Toronto Dominion Bank
Ontario, Canada
$14.7M -$588K -11,502 -4%
CCM
497
Covington Capital Management
California
$14.4M +$381K +7,668 +3%
CCM
498
Chilton Capital Management
Texas
$14.4M -$368K -7,390 -2%
CGM
499
Capital Growth Management
Massachusetts
$14.4M +$14.4M +290,000 New
BAM
500
Berkshire Asset Management
Pennsylvania
$14.4M +$2.15M +43,133 +17%
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