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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 %
FNBT
801
FineMark National Bank & Trust
Florida
$4.41M +$628K +12,633 +17%
ATC
802
Argent Trust Company
Louisiana
$4.4M +$34.4K +691 +0.8%
CTC
803
Central Trust Company
Missouri
$4.4M -$252K -5,066 -5%
WKWM
804
Walter & Keenan Wealth Management
Indiana
$4.4M +$4.4M +88,366 New
PMG
805
ProVise Management Group
Florida
$4.39M +$447K +8,986 +11%
NJBEST
806
New Jersey Better Educational Savings Trust
New Jersey
$4.38M -$249K -5,000 -5%
MCM
807
McMillion Capital Management
North Carolina
$4.35M -$32.7K -658 -0.7%
FNT
808
First National Trust
Pennsylvania
$4.33M +$747K +15,013 +21%
MCM
809
Monarch Capital Management
Indiana
$4.3M -$82.3K -1,655 -2%
WC
810
Wexford Capital
Florida
$4.29M +$4.29M +86,300 New
SAM
811
Smithbridge Asset Management
Pennsylvania
$4.24M -$64.4K -1,295 -1%
LFR
812
Lehman Financial Resources
Pennsylvania
$4.23M +$50 +1 +0%
PG
813
PEAK6 Group
Illinois
$4.22M +$306K +6,157 +8%
SAM
814
Silvercrest Asset Management
New York
$4.22M -$37.1K -745 -0.9%
SC
815
Seawolf Capital
New York
$4.18M +$4.18M +83,900 New
WIC
816
Woodmont Investment Counsel
Tennessee
$4.17M -$156K -3,144 -4%
ACM
817
Aviance Capital Management
Florida
$4.13M +$3.69M +74,185 +847%
SCM
818
Schnieders Capital Management
California
$4.12M +$296K +5,950 +8%
RNS
819
Robert N. Shapiro
$4.1M -$137K -2,749 -3%
FAM
820
Fred Alger Management
New York
$4.1M -$94.7K -1,905 -2%
ECM
821
ETrade Capital Management
Virginia
$4.09M +$172K +3,462 +4%
LC
822
Lilley & Co
Michigan
$4.07M +$356K +7,158 +10%
GCIA
823
Gabelli & Co Investment Advisers
New York
$4.07M – – –
LA
824
Lynch & Associates
Indiana
$4.02M +$198K +3,977 +5%
PCA
825
Personal Capital Advisors
California
$4.01M +$1.01M +20,240 +34%
31 32
33
34 35