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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 %
WAM
651
Wood Asset Management
Florida
$7.62M -$996K -20,017 -12%
ST
652
Stifel Trust
Missouri
$7.54M -$261K -5,247 -3%
FCM
653
Fairholme Capital Management
Florida
$7.44M – – –
DP
654
Delta Partners
Massachusetts
$7.44M – – –
AMAL
655
Asset Management Advisors LLC
Oklahoma
$7.42M +$190K +3,825 +3%
ACP
656
Ashfield Capital Partners
California
$7.33M -$1.79K -36 -0%
CII
657
Capital International Inc
California
$7.32M +$7.32M +147,100 New
BFM
658
Boston Financial Management
Massachusetts
$7.27M +$795K +15,990 +12%
SIC
659
Salem Investment Counselors
North Carolina
$7.25M +$154K +3,096 +2%
KCA
660
KR Capital Advisors
New York
$7.22M -$6.69M -134,600 -48%
BIC
661
Bridges Investment Counsel
Nebraska
$7.2M +$260K +5,236 +4%
PRA
662
Parametric Risk Advisors
Connecticut
$7.17M -$924K -18,571 -11%
AIM
663
AMI Investment Management
Indiana
$7.16M +$75.9K +1,526 +1%
Creative Planning
664
Creative Planning
Kansas
$7.16M -$13.9K -279 -0.2%
WF
665
WealthTrust Fairport
Ohio
$7.16M -$204K -4,105 -3%
UCFA
666
United Capital Financial Advisors
Texas
$7.14M +$72.7K +1,462 +1%
RBA
667
Richard Bernstein Advisors
New York
$7.07M +$3.09M +62,189 +78%
WAM
668
Wilsey Asset Management
California
$7.07M +$66.8K +1,344 +1%
GL
669
Globe Life
Texas
$7.06M +$249K +5,000 +4%
MSR
670
Main Street Research
Connecticut
$7.06M +$428K +8,597 +6%
GJIC
671
Gamble Jones Investment Counsel
California
$7.04M +$391K +7,868 +6%
JMFC
672
J.M. Forbes & Co
Massachusetts
$7.03M -$118K -2,382 -2%
Northwestern Mutual Wealth Management
673
Northwestern Mutual Wealth Management
Wisconsin
$7.01M +$43.7K +879 +0.6%
FAAM
674
First Allied Asset Management
California
$7.01M +$50.5K +1,014 +0.7%
FNFDCM
675
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7M +$110K +2,205 +2%
25 26
27
28 29