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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 %
Rafferty Asset Management
926
Rafferty Asset Management
New York
$2.85M -$1.89M -37,949 -40%
PTC
927
Private Trust Company
Ohio
$2.85M -$305K -6,131 -10%
ACA
928
Anchor Capital Advisors
Massachusetts
$2.84M -$336K -6,759 -11%
MNBTD
929
Moody National Bank Trust Division
Texas
$2.84M +$454K +9,133 +19%
TT
930
Tower Trust
Indiana
$2.83M -$129K -2,588 -4%
BRM
931
Boston Research & Management
Massachusetts
$2.83M -$3.28K -66 -0.1%
CC
932
Columbia Capital
California
$2.82M +$257K +5,206 +10%
NC
933
Northpointe Capital
Michigan
$2.82M -$301K -6,057 -10%
TF
934
Trutina Financial
Washington
$2.82M +$2.82M +56,714 New
BCA
935
Benchmark Capital Advisors
New York
$2.81M -$14.9K -300 -0.5%
HCC
936
Hirtle Callaghan & Co
Pennsylvania
$2.8M -$43.2K -869 -2%
NIS
937
National Investment Services
Wisconsin
$2.8M +$3.63K +73 +0.1%
CWM
938
CIBC World Markets
New York
$2.79M +$2.79M +56,027 New
CCM
939
Compton Capital Management
Rhode Island
$2.78M -$4.97K -100 -0.2%
CAM
940
Centre Asset Management
New York
$2.76M +$538K +10,820 +24%
LWCFA
941
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.75M +$234K +4,710 +9%
SSIA
942
Spero-Smith Investment Advisers
Ohio
$2.75M -$7.96K -160 -0.3%
ISL
943
Ingalls & Snyder LLC
New York
$2.69M +$13.3K +268 +0.5%
STB
944
S&T Bank
Pennsylvania
$2.68M -$104K -2,086 -4%
CCM
945
Cohen Capital Management
California
$2.68M +$240K +4,834 +10%
PR
946
Payden & Rygel
California
$2.67M – – –
TBA
947
Train Babcock Advisors
New York
$2.67M +$26.9K +540 +1%
ST
948
Semper Trust
Pennsylvania
$2.65M -$63.4K -1,275 -2%
MMCM
949
Marque Millennium Capital Management
New York
$2.63M – – –
HB
950
Homrich & Berg
Georgia
$2.63M +$2.19M +44,024 +498%
36 37
38
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