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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 %
AT
776
Arden Trust
Delaware
$4.88M -$274K -5,505 -5%
GEM
777
Global Endowment Management
North Carolina
$4.81M +$29.8K +600 +0.6%
FMII
778
Farmers & Merchants Investments Inc
Nebraska
$4.8M +$813K +16,354 +20%
SFG
779
Sather Financial Group
Texas
$4.75M -$9.95K -200 -0.2%
LNB
780
Ledyard National Bank
$4.73M -$9.7K -195 -0.2%
AF
781
Arrow Financial
New York
$4.72M +$51.8K +1,042 +1%
DIA
782
Dean Investment Associates
Ohio
$4.7M -$70.9K -1,425 -1%
BCM
783
Bluefin Capital Management
New York
$4.7M -$7.86M -155,339 -63%
BAM
784
Burnham Asset Management
New York
$4.68M +$24.9K +500 +0.5%
FCI
785
Financial Counselors Inc
Kansas
$4.65M +$306K +6,148 +7%
ZCA
786
Zeke Capital Advisors
Pennsylvania
$4.64M +$9.1K +183 +0.2%
NPF
787
Norris Perne & French
Michigan
$4.63M -$51.8K -1,042 -1%
KS
788
Karpas Strategies
Connecticut
$4.6M +$20.7K +416 +0.5%
EI
789
EDMP Inc
Florida
$4.59M -$313K -6,300 -6%
OMCS
790
Old Mutual Customised Solutions
South Africa
$4.58M – – –
GA
791
Greenhaven Associates
New York
$4.58M +$4.58M +92,000 New
EWM
792
Endurance Wealth Management
Rhode Island
$4.56M +$906K +18,225 +25%
WCM
793
Weik Capital Management
Pennsylvania
$4.53M -$106K -2,124 -2%
OCM
794
One Capital Management
California
$4.48M +$4.48M +90,050 New
MIG
795
Mariner Investment Group
New York
$4.48M – – –
CI
796
Constellation Investments
Ohio
$4.46M +$84.6K +1,700 +2%
MME
797
Meag Munich Ergo
Germany
$4.45M -$107K -2,152 -2%
BFA
798
Bragg Financial Advisors
North Carolina
$4.45M +$30.7K +617 +0.7%
MA
799
Montag & Associates
Georgia
$4.42M +$2.69K +54 +0.1%
BPCA
800
Bank Pictet & Cie (Asia)
Singapore
$4.41M +$1.11M +22,280 +34%
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