WFC icon

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 %
EIM
1001
Essex Investment Management
Massachusetts
$2.18M -$120K -2,411 -5%
BTNA
1002
Bremer Trust National Association
Minnesota
$2.16M +$43.7K +879 +2%
ASC
1003
Atalanta Sosnoff Capital
New York
$2.15M -$41K -825 -2%
CIA
1004
Capital Investment Advisors
Georgia
$2.12M +$48.2K +969 +2%
PCTC
1005
Perkins Coie Trust Company
Washington
$2.12M +$66.4K +1,335 +3%
AWP
1006
Ascent Wealth Partners
New York
$2.11M +$24.6K +495 +1%
BJL
1007
Brighton Jones LLC
Washington
$2.11M +$52.3K +1,051 +3%
FB
1008
Fulton Bank
Pennsylvania
$2.11M +$91.7K +1,845 +5%
CCM
1009
CrestPoint Capital Management
Missouri
$2.09M +$29.8K +600 +1%
MM
1010
Midas Management
New York
$2.09M -$305K -6,140 -13%
WOC
1011
West Oak Capital
California
$2.08M -$32.3K -650 -2%
MFIMFI
1012
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.07M +$431K +8,675 +26%
CAM
1013
Carret Asset Management
New York
$2.06M +$34.8K +700 +2%
TCOT
1014
Trust Company of Toledo
Ohio
$2.04M -$270K -5,428 -12%
AUB
1015
Atlantic Union Bankshares
Virginia
$2.04M +$2.04M +49,357 New
TC
1016
Taylor Cottrill
New Hampshire
$2.04M +$153K +3,075 +8%
AC
1017
Alley Company
Illinois
$2.03M +$75.5K +1,517 +4%
I
1018
IberiaBank
Louisiana
$2.03M +$175K +3,524 +9%
B
1019
Bailard
California
$2.03M -$74.3K -1,495 -4%
SAM
1020
Shamrock Asset Management
Texas
$2.03M -$2.73K -55 -0.1%
SC
1021
SouthState Corp
Florida
$2.03M +$298K +6,000 +17%
SLG
1022
Stanley-Laman Group
Pennsylvania
$2.02M +$2.02M +40,638 New
SAM
1023
Sequent Asset Management
Texas
$2.01M -$24.9K -501 -1%
HCM
1024
Hengehold Capital Management
Ohio
$2.01M -$8.31K -167 -0.4%
SCM
1025
Siphron Capital Management
California
$2M -$441K -8,860 -18%
39 40
41
42 43