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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 %
BBI
626
Baxter Bros Inc
Connecticut
$8.32M -$73.8K -1,484 -0.9%
GIM
627
Grassi Investment Management
California
$8.3M -$34.8K -699 -0.4%
BCM
628
Buckhead Capital Management
Georgia
$8.28M +$615K +12,372 +8%
BWP
629
Baldwin Wealth Partners
Massachusetts
$8.26M -$1.04M -20,874 -11%
VC
630
Vestor Capital
Illinois
$8.24M +$312K +6,277 +4%
KRSITF
631
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.21M -$232K -4,668 -3%
Cambridge Investment Research Advisors
632
Cambridge Investment Research Advisors
Iowa
$8.2M +$1.64M +32,917 +25%
MIM
633
Midwest Investment Management
Ohio
$8.13M -$108K -2,181 -1%
MERSOM
634
Municipal Employees' Retirement System of Michigan
Michigan
$8.13M +$9.95K +200 +0.1%
Truist Financial
635
Truist Financial
North Carolina
$8.12M +$245K +4,925 +3%
DY
636
Dowling & Yahnke
California
$8.1M +$508K +10,216 +7%
TCOV
637
Trust Company of Vermont
Vermont
$8.06M +$797K +16,027 +11%
FAB
638
First American Bank
Illinois
$8.05M +$115K +2,316 +1%
CCT
639
Chemung Canal Trust
New York
$8.05M +$488K +9,810 +6%
PWLP
640
Prio Wealth Limited Partnership
Massachusetts
$7.99M -$122K -2,460 -2%
CL
641
CIM LLC
New York
$7.98M -$25K -503 -0.3%
MYLI
642
Meiji Yasuda Life Insurance
Japan
$7.9M -$300K -6,030 -4%
SCA
643
Stieven Capital Advisors
Missouri
$7.9M -$124K -2,500 -2%
CT
644
Cambridge Trust
Massachusetts
$7.78M +$380K +7,642 +5%
TCM
645
Tufton Capital Management
Maryland
$7.77M +$78.9K +1,587 +1%
SHA
646
Smith Hayes Advisers
Nebraska
$7.76M +$2.93M +58,851 +61%
AHB
647
Abner Herrman & Brock
New Jersey
$7.75M +$369K +7,426 +5%
DIA
648
Denver Investment Advisors
Colorado
$7.74M -$133K -2,683 -2%
WIC
649
Wood Investment Counsel
Colorado
$7.74M -$7.46K -150 -0.1%
BIM
650
Bridges Investment Management
Nebraska
$7.69M +$300K +6,023 +4%
24 25
26
27 28