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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 %
ST
1026
Smithfield Trust
Pennsylvania
$2M -$81.3K -1,635 -4%
CC
1027
Chubb Corp
New Jersey
$1.98M – – –
BFO
1028
Boston Family Office
Massachusetts
$1.98M -$6.22K -125 -0.3%
UAS
1029
United Asset Strategies
New York
$1.95M +$240K +4,825 +14%
HFM
1030
Hartford Financial Management
Connecticut
$1.94M -$4.97K -100 -0.3%
Arrowstreet Capital
1031
Arrowstreet Capital
Massachusetts
$1.93M -$5.75M -115,646 -75%
PAI
1032
Pittenger & Anderson Inc
Nebraska
$1.93M +$24.9K +500 +1%
SCM
1033
SOL Capital Management
Maryland
$1.93M -$95.7K -1,925 -5%
DG
1034
Davidson & Garrard
Virginia
$1.92M -$2.89K -58 -0.2%
RHDIC
1035
R.H. Dinel Investment Counsel
California
$1.92M +$24.9K +500 +1%
PHIMC
1036
Private Harbour Investment Management & Counsel
Ohio
$1.91M -$74.6K -1,500 -4%
CFA
1037
Carroll Financial Associates
North Carolina
$1.91M +$120K +2,407 +7%
MC
1038
Miles Capital
Iowa
$1.89M -$83.6K -1,681 -4%
TCM
1039
Telos Capital Management
California
$1.88M -$6.27K -126 -0.3%
CC
1040
Courier Capital
New York
$1.88M +$27K +542 +1%
PFM
1041
PacWest Financial Management
Arizona
$1.84M +$43K +865 +2%
GIS
1042
Guardian Investor Services
New York
$1.84M -$87.6K -1,760 -5%
EA
1043
Emerald Advisers
Pennsylvania
$1.82M -$309K -6,207 -14%
FA
1044
FMA Advisory
Pennsylvania
$1.81M -$84.4K -1,697 -4%
GF
1045
Gerstein Fisher
New York
$1.81M -$1.53M -30,781 -46%
TCOTO
1046
Trust Company of the Ozarks
Missouri
$1.8M +$74.6K +1,500 +4%
CS
1047
Cannell & Spears
New York
$1.8M +$32.3K +649 +2%
LC
1048
Lourd Capital
California
$1.79M -$69.7K -1,400 -4%
NIC
1049
Northwest Investment Counselors
Oregon
$1.79M +$93K +1,870 +5%
RMAM
1050
Raab & Moskowitz Asset Management
New Jersey
$1.78M +$33.1K +665 +2%
40 41
42
43 44