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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 %
HVIA
876
Hudson Valley Investment Advisors
New York
$3.35M +$150K +3,009 +5%
AW
877
ACG Wealth
Georgia
$3.34M -$1.16M -23,413 -26%
WAM
878
Weatherly Asset Management
California
$3.34M -$89.4K -1,797 -3%
FHA
879
First Horizon Advisors
Tennessee
$3.31M -$6.33K -128 -0.2%
WRM
880
Westport Resources Management
Connecticut
$3.28M +$125K +2,506 +4%
KFS
881
KMS Financial Services
Washington
$3.27M -$786K -15,798 -19%
SACTSONJ
882
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.27M – – –
CLOS
883
Compagnie Lombard Odier SCmA
Switzerland
$3.27M -$36.1K -725 -1%
DVM
884
Dreman Value Management
Florida
$3.27M +$1.12M +22,566 +52%
VOAM
885
Vertex One Asset Management
British Columbia, Canada
$3.27M – – –
RAM
886
Roanoke Asset Management
New Jersey
$3.27M +$4.08K +82 +0.1%
LNWWM
887
Laird Norton Wetherby Wealth Management
California
$3.27M -$55K -1,106 -2%
WC
888
Whitney & Co
New York
$3.27M +$3.27M +65,640 New
1SB
889
1ST Source Bank
Indiana
$3.24M +$543K +10,925 +20%
KFC
890
Klingenstein Fields & Co
New York
$3.23M -$328K -6,600 -9%
LCM
891
Leonard Capital Management
Florida
$3.23M – – –
IT
892
Independence Trust
Tennessee
$3.19M – – –
FNBOO
893
First National Bank of Omaha
Nebraska
$3.19M -$100K -2,018 -3%
PIP
894
Palisades Investment Partners
California
$3.17M – – –
ST
895
Sentinel Trust
Texas
$3.17M +$180K +3,620 +6%
BFG
896
Beacon Financial Group
Texas
$3.16M +$252K +5,110 +9%
SFSIG
897
San Francisco Sentry Investment Group
California
$3.15M -$23.8K -478 -0.7%
ECAM
898
East Coast Asset Management
Massachusetts
$3.13M +$69.5K +1,397 +2%
PAM
899
Palisade Asset Management
Minnesota
$3.09M +$43K +865 +1%
NB
900
Norinchukin Bank
Japan
$3.09M +$928K +18,649 +43%
34 35
36
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