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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 %
BOTW
551
Bank of the West
California
$11.2M -$542K -10,889 -5%
PDN
552
Pensionfund DSM Netherlands
Netherlands
$11.1M -$370K -7,435 -3%
KCM
553
Kanawha Capital Management
Virginia
$11.1M -$144K -2,901 -1%
SBH
554
Segall Bryant & Hamill
Illinois
$11M -$494K -9,922 -4%
CAG
555
Crestwood Advisors Group
Massachusetts
$10.9M -$205K -4,128 -2%
GHA
556
GW Henssler & Associates
Georgia
$10.9M +$10.6M +213,903 +4,345%
LMGAM
557
Liberty Mutual Group Asset Management
Massachusetts
$10.9M +$162K +3,263 +2%
FBNAT
558
FirstMerit Bank N.A. Trustee
Ohio
$10.9M +$330K +6,643 +3%
HFS
559
Haverford Financial Services
Pennsylvania
$10.9M – – –
TAM
560
Taurus Asset Management
New York
$10.8M +$27.4K +550 +0.3%
CA
561
CapWealth Advisors
Tennessee
$10.8M +$148K +2,971 +1%
BPB
562
Badgley, Phelps & Bell
Washington
$10.7M +$323K +6,494 +3%
HIMC
563
Heritage Investors Management Corp
Maryland
$10.7M +$83.8K +1,685 +0.8%
RJT
564
Raymond James Trust
Florida
$10.7M -$74.9K -1,505 -0.7%
SBWIC
565
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.6M +$360K +7,245 +4%
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$213K +4,285 +2%
AP
567
Appleton Partners
Massachusetts
$10.5M +$129K +2,587 +1%
YL
568
YCG LLC
Texas
$10.5M +$1.17M +23,453 +12%
Jones Financial Companies
569
Jones Financial Companies
Missouri
$10.5M -$182K -3,661 -2%
HCMT
570
Highland Capital Management (Tennessee)
Tennessee
$10.4M -$250K -5,020 -2%
MLL
571
Moody Lynn & Lieberson
Massachusetts
$10.4M +$9.83M +197,708 +1,639%
WS
572
Wedbush Securities
California
$10.4M +$779K +15,652 +8%
WAM
573
Winslow Asset Management
Ohio
$10.4M -$122K -2,455 -1%
CIC
574
Cornercap Investment Counsel
Georgia
$10.4M -$225K -4,514 -2%
SF
575
Synovus Financial
Georgia
$10.4M +$477K +9,606 +5%
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