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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 %
HCM
501
Horan Capital Management
Maryland
$14.4M -$432K -8,692 -3%
RCG
502
Ruane, Cunniff & Goldfarb
New York
$14.3M +$9.85M +197,985 +221%
WTC
503
WhitTier Trust Company
Nevada
$14.3M -$135K -2,724 -0.9%
BSPF
504
British Steel Pension Fund
United Kingdom
$14.2M -$991K -19,924 -7%
BIC
505
Beach Investment Counsel
Pennsylvania
$14.1M +$596K +11,990 +4%
Ninety One (UK)
506
Ninety One (UK)
United Kingdom
$14M – – –
UAM
507
UAS Asset Management
New York
$13.9M +$42.3K +850 +0.3%
DM
508
Delphi Management
Massachusetts
$13.7M +$91.1K +1,831 +0.7%
DCM
509
Dupont Capital Management
Delaware
$13.7M – – –
PA
510
Profund Advisors
Maryland
$13.7M +$2.75M +55,318 +25%
OWP
511
Obermeyer Wealth Partners
Colorado
$13.5M -$282K -5,676 -2%
AFG
512
American Financial Group
Ohio
$13.5M – – –
AT
513
Arvest Trust
Oklahoma
$13.5M -$170K -3,426 -1%
FP
514
Foundry Partners
Minnesota
$13.4M -$2.81M -56,585 -17%
BB
515
Busey Bank
Illinois
$13M -$40K -804 -0.3%
GJCM
516
Grand Jean Capital Management
California
$12.9M -$36.1K -725 -0.3%
GIM
517
Greystone Investment Management
Ohio
$12.9M -$169K -3,391 -1%
WAM
518
Wolverine Asset Management
Illinois
$12.8M +$3.8M +76,351 +42%
QAM
519
QCI Asset Management
New York
$12.8M -$559K -11,233 -4%
LM
520
Lincluden Management
Ontario, Canada
$12.8M -$33.3K -670 -0.3%
VFAM
521
Valley Forge Asset Management
Pennsylvania
$12.8M -$19M -382,872 -60%
UFG
522
United Fire Group
Iowa
$12.7M – – –
CCMG
523
Clark Capital Management Group
Pennsylvania
$12.7M -$311K -6,256 -2%
Daiwa Securities Group
524
Daiwa Securities Group
Japan
$12.7M -$333K -6,700 -3%
VWM
525
Valley Wealth Managers
New Jersey
$12.7M -$397K -7,977 -3%
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