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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 %
CIA
726
Choate Investment Advisors
Massachusetts
$5.63M -$44K -885 -0.8%
FNB
727
First Niagara Bank
New York
$5.55M -$161K -3,243 -3%
MIM
728
Marco Investment Management
Georgia
$5.55M -$16.8K -338 -0.3%
CCFCSB
729
Cape Cod Five Cents Savings Bank
Massachusetts
$5.5M +$439K +8,826 +9%
BHWM
730
Bar Harbor Wealth Management
New Hampshire
$5.49M +$39.9K +802 +0.7%
1IA
731
1834 Investment Advisors
Wisconsin
$5.48M -$86.3K -1,735 -2%
SIC
732
SFE Investment Counsel
California
$5.44M -$282K -5,675 -5%
BA
733
Boston Advisors
Massachusetts
$5.42M -$38.4K -771 -0.7%
ST
734
Spinnaker Trust
Maine
$5.41M -$688K -13,842 -11%
AGI
735
Athena Global Investors
Virginia
$5.41M +$5.41M +108,760 New
QI
736
Quotient Investors
New York
$5.34M -$1.54M -30,931 -22%
OWD
737
Osborn Williams & Donohoe
Ohio
$5.34M +$170K +3,410 +3%
TSW
738
Thompson Siegel & Walmsley
Virginia
$5.33M -$792K -15,917 -13%
GA
739
Geneva Advisors
Illinois
$5.33M +$813K +16,343 +18%
LMIM
740
Lockheed Martin Investment Management
Maryland
$5.32M -$4.63M -93,000 -47%
SI
741
SII Investments
Wisconsin
$5.3M -$507K -11,126 -9%
BRCM
742
Bright Rock Capital Management
Massachusetts
$5.27M -$348K -7,000 -6%
CANY
743
Caxton Associates (New York)
New York
$5.22M +$5.22M +105,000 New
CIS
744
Connors Investor Services
Pennsylvania
$5.22M +$360K +7,235 +7%
LI
745
Lafayette Investments
Maryland
$5.22M +$18.7K +375 +0.4%
ISB
746
Iowa State Bank
Iowa
$5.2M +$16.7K +335 +0.3%
KKRC
747
Kohlberg Kravis Roberts & Co
New York
$5.17M +$5.17M +104,000 New
WFM
748
Wilmington Funds Management
Delaware
$5.15M -$1.31M -26,347 -20%
AIP
749
Ameritas Investment Partners
Nebraska
$5.15M -$298K -6,001 -5%
CANC
750
Culbertson A N & Co
Virginia
$5.14M +$452K +9,077 +10%
28 29
30
31 32