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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 %
PL
751
Parkwood LLC
Ohio
$5.13M +$241K +4,852 +5%
FAAS
752
First Allied Advisory Services
California
$5.12M +$131K +2,626 +3%
JWBC
753
J.W. Burns & Co
New York
$5.12M +$103K +2,062 +2%
FBA
754
Front Barnett Associates
Illinois
$5.11M -$288K -5,790 -5%
DJSG
755
D.J. St. Germain
Massachusetts
$5.09M -$380K -7,642 -7%
LIM
756
Leavell Investment Management
Alabama
$5.09M -$11.7K -235 -0.2%
SHGA
757
Sand Hill Global Advisors
California
$5.07M +$5.47K +110 +0.1%
PPCM
758
Pillar Pacific Capital Management
California
$5.05M -$358K -7,189 -7%
COI
759
Connable Office Inc
Michigan
$5.01M -$69.9K -1,406 -1%
VFS
760
VSR Financial Services
Kansas
$5.01M -$88.7K -1,784 -2%
AIU
761
Algebris Investments (UK)
United Kingdom
$4.99M +$3.16M +63,600 +173%
SM
762
Stratton Management
Pennsylvania
$4.99M +$43.6K +877 +0.9%
FWIA
763
Fort Washington Investment Advisors
Ohio
$4.98M -$167K -3,364 -3%
MCM
764
Maltese Capital Management
New York
$4.97M -$3.21M -64,500 -39%
NSEDCP
765
NJ State Employees Deferred Compensation Plan
New Jersey
$4.97M – – –
SIG
766
Schooner Investment Group
Pennsylvania
$4.97M +$497K +10,000 +11%
GL
767
GLG LLC
New York
$4.97M +$4.97M +100,000 New
GCA
768
Greenwood Capital Associates
South Carolina
$4.95M -$438K -8,814 -8%
ECM
769
Evergreen Capital Management
Washington
$4.94M -$1.41M -28,372 -22%
AA
770
Ancora Advisors
Ohio
$4.94M -$87K -1,750 -2%
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.94M -$139K -2,786 -3%
OSNBOA
772
Old Second National Bank of Aurora
Illinois
$4.93M -$1.37M -27,633 -22%
CBB
773
Citizens Business Bank
California
$4.9M -$384K -7,725 -7%
Envestnet Asset Management
774
Envestnet Asset Management
Illinois
$4.9M +$95.3K +1,917 +2%
MWAC
775
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.9M -$163K -3,270 -3%
29 30
31
32 33