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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 %
CI
601
Conning Inc
Connecticut
$9.11M +$276K +5,540 +3%
CW
602
Cobiz Wealth
Colorado
$9.06M +$147K +2,960 +2%
CI
603
Capital International
California
$9.06M +$8.58M +172,500 +1,778%
OC
604
Oppenheimer & Co
New York
$8.97M -$222K -4,465 -2%
ACM
605
Apex Capital Management
Ohio
$8.93M +$201K +4,044 +2%
SPC
606
Stewart & Patten Company
California
$8.89M +$1.31M +26,352 +17%
RG
607
Rathbones Group
United Kingdom
$8.81M +$676K +13,595 +8%
MCM
608
McRae Capital Management
New Jersey
$8.81M -$285K -5,725 -3%
FBC
609
Fairfield, Bush & Co
Connecticut
$8.76M -$47.3K -951 -0.5%
CDH
610
Charles D. Hyman
$8.76M +$2.04K +41 +0%
MFBTD
611
MB Financial Bank - Trust Department
Illinois
$8.73M -$612K -12,309 -7%
MC
612
Middleton & Co
Massachusetts
$8.73M +$175K +3,515 +2%
TCM
613
Tegean Capital Management
New York
$8.71M +$1.24M +25,000 +17%
SP
614
Sarasin & Partners
United Kingdom
$8.68M +$8.07M +162,153 +1,322%
BII
615
Bainco International Investors
Massachusetts
$8.67M +$2.84M +57,037 +49%
BONST
616
Bank of Nova Scotia Trust
Ontario, Canada
$8.58M +$213K +4,273 +3%
WB
617
Webster Bank
Connecticut
$8.53M +$66.1K +1,329 +0.8%
OA
618
OFI Advisors
Pennsylvania
$8.51M -$348K -7,005 -4%
SCI
619
S&CO Inc
Massachusetts
$8.46M -$4.97K -100 -0.1%
GCA
620
Guardian Capital Advisors
Ontario, Canada
$8.42M -$65K -1,321 -0.8%
MAM
621
Meeder Asset Management
Ohio
$8.41M +$8.41M +169,045 New
PP
622
Patten & Patten
Tennessee
$8.4M +$464K +9,334 +6%
CAN
623
Cetera Advisor Networks
California
$8.35M +$449K +9,031 +6%
HCMNY
624
Howard Capital Management (New York)
New York
$8.35M +$376K +7,565 +5%
RCM
625
Raptor Capital Management
Massachusetts
$8.34M +$8.34M +167,700 New
23 24
25
26 27