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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 %
CAI
576
Capital Advisors Inc
Oklahoma
$10.3M -$210K -4,212 -2%
CIP
577
Convergence Investment Partners
Florida
$10.3M +$1.13M +22,801 +12%
MBI
578
Montrusco Bolton Investments
Quebec, Canada
$10.2M -$1.53M -30,780 -13%
CCMIC
579
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$10.2M +$10.2M +205,180 New
MYAM
580
Meiji Yasuda Asset Management
Japan
$10.1M -$555K -11,165 -5%
BPM
581
Bowling Portfolio Management
Ohio
$10.1M -$110K -2,215 -1%
MHC
582
Meyer Handelman Company
New York
$10.1M +$34.8K +700 +0.3%
EWM
583
Evercore Wealth Management
New York
$10M -$349K -7,017 -3%
WP
584
WMS Partners
Maryland
$9.99M -$59.7K -1,201 -0.6%
NB
585
NBT Bank
New York
$9.98M -$136K -2,728 -1%
MWR
586
McAdams Wright Ragen
Washington
$9.91M -$277K -5,577 -3%
HCM
587
Habrok Capital Management
United Kingdom
$9.79M -$1.52M -30,500 -13%
DBG
588
De Burlo Group
Massachusetts
$9.74M +$1.79M +35,900 +22%
APFBOT
589
Amica Pension Fund Board of Trustees
Rhode Island
$9.67M -$1.13M -22,778 -10%
MCM
590
Munder Capital Management
Michigan
$9.53M +$35.3K +710 +0.4%
ICM
591
ICC Capital Management
Florida
$9.45M -$895K -18,000 -9%
GMIM
592
General Motors Investment Management
New York
$9.44M -$1.25M -25,196 -12%
TTWM
593
TCV Trust & Wealth Management
Virginia
$9.4M +$3.23K +65 +0%
CIS
594
Capital International Sarl
California
$9.39M +$9.39M +188,700 New
BCM
595
Brookmont Capital Management
Texas
$9.38M -$665K -13,377 -7%
GAM
596
Griffin Asset Management
New York
$9.38M +$168K +3,384 +2%
PRC
597
Platte River Capital
Colorado
$9.31M -$196K -3,940 -2%
SIG
598
Schaller Investment Group
North Carolina
$9.23M -$49.7K -1,000 -0.5%
AP
599
Archon Partners
New Jersey
$9.23M +$1.47M +29,500 +19%
GPSPJS
600
General Pension Society PZU Joint Stock
Poland
$9.15M – – –
22 23
24
25 26