WFC icon

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 %
UF
826
Univest Financial
Pennsylvania
$4.01M -$573K -11,524 -13%
RC
827
RegentAtlantic Capital
New Jersey
$3.99M -$145K -2,919 -4%
BOH
828
Bank of Hawaii
Hawaii
$3.96M -$306K -6,153 -7%
PTB
829
Pioneer Trust Bank
Oregon
$3.95M +$42.3K +850 +1%
MNA
830
Manning & Napier Advisors
New York
$3.94M +$3.94M +79,290 New
HIS
831
Horizon Investment Services
Indiana
$3.94M +$208K +4,192 +6%
VV
832
Verity & Verity
South Carolina
$3.91M +$26.2K +526 +0.7%
FM
833
Family Management
New York
$3.9M -$2.22M -44,595 -36%
AA
834
Apriem Advisors
California
$3.9M -$40.1K -807 -1%
SG
835
Somerset Group
Minnesota
$3.89M – – –
MFW
836
Meristem Family Wealth
Minnesota
$3.89M -$342K -6,870 -8%
ICOM
837
Investment Counselors of Maryland
Maryland
$3.87M -$67.2K -1,350 -2%
Mariner
838
Mariner
Kansas
$3.86M -$1.86M -37,443 -33%
AHC
839
Adell Harriman & Carpenter
Texas
$3.86M +$8.46K +170 +0.2%
CA
840
Callahan Advisors
Texas
$3.85M +$419K +8,430 +12%
QI
841
QS Investors
New York
$3.84M +$279K +5,600 +8%
LGC
842
Laurel Grove Capital
California
$3.78M -$49.7K -1,000 -1%
Fuller & Thaler Asset Management
843
Fuller & Thaler Asset Management
California
$3.77M +$1.08M +21,800 +40%
GECH
844
Garnet Equity Capital Holdings
New York
$3.73M – – –
NMIFOAC
845
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.73M – – –
FNBSF
846
First National Bank Sioux Falls
South Dakota
$3.72M -$17.4K -350 -0.5%
MAM
847
Mizuho Asset Management
Japan
$3.69M -$30.3K -609 -0.8%
KA
848
KLCM Advisors
Wisconsin
$3.68M -$299K -6,020 -8%
PBT
849
Pictet Bank & Trust
Bahamas
$3.68M +$363K +7,300 +11%
WTB
850
Washington Trust Bank
Washington
$3.66M +$3.66M +73,651 New
32 33
34
35 36