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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 %
TRIM
976
Thompson Rubinstein Investment Management
Oregon
$2.37M -$234K -4,700 -9%
AAM
977
Autus Asset Management
Arizona
$2.37M +$1.14M +23,012 +94%
SCM
978
Stux Capital Management
New York
$2.35M -$134K -2,700 -5%
ANRIA
979
American National Registered Investment Advisor
Texas
$2.35M -$48.5K -975 -2%
GIM
980
Guardian Investment Management
California
$2.33M +$993K +20,000 +74%
ECM
981
EagleClaw Capital Management
Massachusetts
$2.32M +$2.32M +46,550 New
PAG
982
Private Advisor Group
New Jersey
$2.31M +$672K +13,509 +41%
BSWMG
983
Barrington Strategic Wealth Management Group
Illinois
$2.3M +$72.1K +1,450 +3%
MIU
984
Man Investments (UK)
United Kingdom
$2.3M +$745K +14,983 +48%
AMM
985
American Money Management
California
$2.29M +$72.9K +1,465 +3%
LW
986
Linscomb Wealth
Texas
$2.26M +$439K +8,828 +24%
AC
987
Addison Capital
Pennsylvania
$2.26M +$134K +2,687 +6%
AHS
988
Aspiriant Holdings S3
California
$2.26M -$4.48K -90 -0.2%
CWM
989
Concert Wealth Management
California
$2.26M -$31.6K -642 -1%
MPWT
990
MassMutual Private Wealth & Trust
Connecticut
$2.25M +$1.18M +23,670 +109%
CT
991
Coastline Trust
Rhode Island
$2.25M -$69.1K -1,390 -3%
CNBT
992
Canandaigua National Bank & Trust
New York
$2.25M +$21.9K +440 +1%
SAM
993
Sawgrass Asset Management
Florida
$2.25M – – –
SA
994
Strategic Advisors
New York
$2.25M +$89.5K +1,800 +4%
WTIM
995
Wilmington Trust Investment Management
Delaware
$2.23M -$1.98M -39,761 -47%
TF
996
Tompkins Financial
New York
$2.21M -$148K -2,983 -6%
MIM
997
Miller Investment Management
Pennsylvania
$2.21M – – –
FSA
998
Franklin Street Advisors
North Carolina
$2.2M +$29.9K +602 +1%
IFB
999
iAB Financial Bank
Indiana
$2.19M -$24.9K -500 -1%
NPC
1000
National Planning Corporation
California
$2.19M +$290K +5,822 +15%
38 39
40
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