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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 %
SGCA
951
Steel Grove Capital Advisors
Tennessee
$2.6M – – –
BWAM
952
Boyd Watterson Asset Management
Ohio
$2.59M -$47.3K -951 -2%
BSB
953
Bangor Savings Bank
Maine
$2.59M -$143K -2,874 -5%
SSB
954
Sandy Spring Bank
Maryland
$2.59M +$235K +4,721 +10%
CNC
955
Citizens & Northern Corp
Pennsylvania
$2.58M -$49.5K -996 -2%
MBTD
956
Mechanics Bank - Trust Department
California
$2.58M – – –
MC
957
MRJ Capital
New York
$2.58M +$4.97K +100 +0.2%
KJHP
958
K.J. Harrison & Partners
Ontario, Canada
$2.56M – – –
WIC
959
Whitegate Investment Counselors
New Hampshire
$2.55M +$2.55M +52,790 New
MRCM
960
M&R Capital Management
New Jersey
$2.55M +$125K +2,507 +5%
CAM
961
Congress Asset Management
Massachusetts
$2.54M -$440K -8,850 -15%
WWM
962
Willingdon Wealth Management
North Carolina
$2.54M -$75.2K -1,512 -3%
TBNY
963
Trustco Bank (New York)
New York
$2.54M +$4.97K +100 +0.2%
Jane Street
964
Jane Street
New York
$2.53M -$1.49M -30,040 -37%
EHC
965
Everett Harris & Co
California
$2.53M +$42.3K +850 +2%
LCM
966
Logan Capital Management
Pennsylvania
$2.48M -$746 -15 -0%
FAM
967
Foothills Asset Management
Arizona
$2.45M -$9.05K -182 -0.4%
TWI
968
Thomas White International
Illinois
$2.44M +$1.71M +34,300 +234%
SC
969
Savant Capital
Illinois
$2.43M -$67.4K -1,355 -3%
MM
970
Meridian Management
Arkansas
$2.41M +$21.9K +440 +0.9%
SCA
971
Stonebridge Capital Advisors
Minnesota
$2.41M +$15.2K +306 +0.6%
PVH
972
Psagot Value Holdings
Israel
$2.4M -$647K -13,000 -21%
FSC
973
Fiduciary Services Corp
Georgia
$2.4M -$29K -582 -1%
SIMM
974
Stillwater Investment Management (Minnesota)
Minnesota
$2.38M -$12.6K -254 -0.5%
DPIM
975
Duff & Phelps Investment Management
Illinois
$2.38M -$46.5K -935 -2%
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