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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 %
MIC
1051
MU Investments Company
Japan
$1.78M -$280K -5,680 -14%
CC
1052
Cannell & Co
New York
$1.77M +$1.77M +35,641 New
JIC
1053
Johnson Investment Counsel
Ohio
$1.77M -$90.2K -1,815 -5%
AWM
1054
Avior Wealth Management
Nebraska
$1.75M +$7.46K +150 +0.4%
TSWM
1055
Triangle Securities Wealth Management
North Carolina
$1.75M +$175K +4,733 +11%
MFS
1056
MSI Financial Services
Massachusetts
$1.74M +$65.1K +1,309 +4%
BB
1057
Bell Bank
North Dakota
$1.72M -$464K -9,331 -21%
TCM
1058
Texan Capital Management
Texas
$1.71M +$57K +1,145 +3%
WPC
1059
White Pine Capital
Minnesota
$1.71M +$2.49K +50 +0.1%
KT
1060
Kanaly Trust
Texas
$1.71M +$27.4K +551 +2%
WAS
1061
Winch Advisory Services
Wisconsin
$1.71M +$1.71M +34,290 New
VanEck Associates
1062
VanEck Associates
New York
$1.69M -$154K -3,097 -8%
GVT
1063
Genesee Valley Trust
New York
$1.69M +$82.5K +1,658 +5%
BBA
1064
BLB&B Advisors
Pennsylvania
$1.68M +$20.2K +405 +1%
KPCM
1065
Kings Point Capital Management
New York
$1.68M +$132K +2,656 +9%
AL
1066
Agran Libbie
California
$1.68M +$11.9K +239 +0.7%
SGAM
1067
Steinberg Global Asset Management
Florida
$1.67M +$92.3K +1,855 +6%
DWA
1068
Douglass Winthrop Advisors
New York
$1.66M +$27.1K +544 +2%
ACM
1069
Argentus Capital Management
Texas
$1.65M -$340K -6,831 -17%
SAM
1070
Selway Asset Management
$1.64M -$3.82M -76,705 -70%
BO
1071
BRR OpCo
Ohio
$1.64M -$34.5K -693 -2%
DSC
1072
Duncker Streett & Co
Missouri
$1.64M +$74.9K +1,506 +5%
GGHC
1073
Gilder Gagnon Howe & Co
New York
$1.63M -$36K -724 -2%
VHAM
1074
Van Hulzen Asset Management
California
$1.62M -$1.93M -38,829 -54%
TBA
1075
Tower Bridge Advisors
Pennsylvania
$1.62M -$116K -2,331 -7%
41 42
43
44 45