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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 %
FLPIM
851
F.L. Putnam Investment Management
Massachusetts
$3.64M +$2.89K +58 +0.1%
ECM
852
Exchange Capital Management
Michigan
$3.63M -$25.4K -510 -0.7%
EGA
853
Eagle Global Advisors
Texas
$3.61M -$51.9K -1,044 -1%
EFS
854
Essex Financial Services
Connecticut
$3.61M +$277K +5,561 +8%
MC
855
Martin & Co
Tennessee
$3.6M +$39.5K +795 +1%
TIC
856
Trees Investment Counsel
Illinois
$3.59M -$105K -2,120 -3%
Two Sigma Advisers
857
Two Sigma Advisers
New York
$3.59M -$6.77M -136,100 -65%
ACM
858
Azimuth Capital Management
Michigan
$3.57M +$357K +7,172 +11%
SI
859
Stephens Inc
Arkansas
$3.55M +$57.2K +1,149 +2%
PCM
860
Parsons Capital Management
Rhode Island
$3.55M -$228K -4,585 -6%
HBT
861
Hills Bank & Trust
Iowa
$3.54M +$61.3K +1,232 +2%
HAM
862
Highstreet Asset Management
Ontario, Canada
$3.54M +$914K +18,382 +35%
HRC
863
Hoertkorn Richard Charles
$3.52M -$4.92K -99 -0.1%
SAM
864
Solaris Asset Management
New York
$3.49M -$129K -2,590 -4%
HAI
865
Hennessy Advisors Inc
California
$3.48M -$3.47M -69,700 -50%
RT
866
Reliance Trust
Georgia
$3.46M -$65.5K -1,316 -2%
PFP
867
Pinnacle Financial Partners
Tennessee
$3.46M +$349K +7,008 +11%
FFH
868
Fairfax Financial Holdings
Ontario, Canada
$3.45M – – –
ACI
869
Alpha Cubed Investments
California
$3.44M -$1.2M -24,132 -26%
CAM
870
Cubic Asset Management
Massachusetts
$3.43M -$8.7K -175 -0.3%
CA
871
Cornerstone Advisors
North Carolina
$3.42M – – –
CIM
872
CenturyLink Investment Management
Colorado
$3.41M +$1.06M +21,353 +45%
ECM
873
Everence Capital Management
Indiana
$3.41M – – –
IC
874
IKOS CIF
Cyprus
$3.39M +$2.96M +68,006 +681%
BDF
875
Balasa Dinverno & Foltz
$3.38M +$122K +2,453 +4%
33 34
35
36 37