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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 %
FA
676
FDx Advisors
Illinois
$7M +$1.38M +27,702 +25%
CC
677
ClearArc Capital
Ohio
$6.98M -$41.4K -833 -0.6%
PGFC
678
Peapack-Gladstone Financial Corp
New Jersey
$6.98M -$110K -2,204 -2%
RJFSA
679
Raymond James Financial Services Advisors
Florida
$6.96M -$416K -8,368 -6%
FM
680
Foster & Motley
Ohio
$6.96M +$259K +5,206 +4%
DWT
681
Dorsey & Whitney Trust
South Dakota
$6.94M -$627K -12,607 -8%
FBB
682
Fulton Breakefield Broenniman
Maryland
$6.93M +$90.7K +1,823 +1%
SAMNY
683
Samsung Asset Management (New York)
New York
$6.91M +$1.2M +24,200 +21%
STI
684
Susquehanna Trust & Investment
Pennsylvania
$6.9M -$5.88M -118,191 -46%
MHIC
685
Marble Harbor Investment Counsel
Massachusetts
$6.9M +$45.5K +914 +0.7%
LTFS
686
Ladenburg Thalmann Financial Services
Florida
$6.89M -$2.59K -52 -0%
FAT
687
First American Trust
California
$6.89M -$322K -6,470 -4%
CTA
688
Chesley Taft & Associates
Illinois
$6.87M -$24K -483 -0.3%
CCG
689
Cypress Capital Group
Florida
$6.8M +$1.09M +21,818 +19%
PNC
690
Park National Corp
Ohio
$6.76M -$81.7K -1,643 -1%
PAM
691
Private Asset Management
California
$6.75M +$371K +7,449 +6%
PWM
692
Patriot Wealth Management
Texas
$6.73M +$172K +3,448 +3%
SSA
693
South Street Advisors
New York
$6.72M +$153K +3,070 +2%
SAG
694
Sterne Agee Group
Alabama
$6.66M +$1.69M +34,037 +34%
RS
695
Robeco Schweiz
Switzerland
$6.66M +$220K +4,454 +3%
CA
696
Continental Advisors
Utah
$6.65M – – –
Jacobs Levy Equity Management
697
Jacobs Levy Equity Management
New Jersey
$6.5M -$14.2M -286,270 -69%
AC
698
Addenda Capital
Quebec, Canada
$6.5M -$71.4K -1,439 -1%
CSM
699
Central Square Management
Illinois
$6.5M -$806K -16,200 -11%
HIM
700
Hermes Investment Management
United Kingdom
$6.37M +$795K +15,992 +14%
26 27
28
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