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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 %
SIA
1076
Sit Investment Associates
Minnesota
$1.62M -$139K -2,800 -8%
BAS
1077
Brown Advisory Securities
Maryland
$1.62M +$134K +2,691 +9%
NME
1078
Notis-McConarty Edward
$1.61M -$4.97K -100 -0.3%
BTW
1079
Boston Trust Walden
Massachusetts
$1.61M -$20.7K -416 -1%
AI
1080
Accredited Investors
Minnesota
$1.61M -$969K -19,471 -38%
CAM
1081
Columbia Asset Management
Michigan
$1.59M – – –
HIM
1082
Harbour Investment Management
Washington
$1.58M +$224K +4,508 +17%
RBC
1083
Ronald Blue & Co
Georgia
$1.58M +$18.8K +378 +1%
BWM
1084
Braver Wealth Management
Massachusetts
$1.58M +$50 +1 +0%
NCM
1085
Narwhal Capital Management
Georgia
$1.57M – – –
BIM
1086
Beach Investment Management
Pennsylvania
$1.56M -$117K -2,360 -7%
NCMW
1087
Northern Capital Management (Wisconsin)
Wisconsin
$1.56M +$56K +1,125 +4%
SYBT
1088
Stock Yards Bank & Trust
Kentucky
$1.55M +$516K +10,373 +50%
FTC
1089
Farmers Trust Company
Ohio
$1.54M -$15.9K -319 -1%
HT
1090
HighTower Trust
Texas
$1.53M – – –
HH
1091
HWG Holdings
Texas
$1.53M +$1.53M +30,761 New
VAM
1092
Visionary Asset Management
Texas
$1.53M +$394K +7,924 +35%
ARMT
1093
Amica Retiree Medical Trust
Rhode Island
$1.52M -$122K -2,449 -7%
NDSI
1094
Newman Dignan & Sheerar Inc
Rhode Island
$1.51M -$4.18K -84 -0.3%
CCS
1095
Crosspoint Capital Strategies
California
$1.51M +$11.6K +233 +0.8%
SFM
1096
Signature Financial Management
Virginia
$1.51M – – –
AIM
1097
Aspen Investment Management
Michigan
$1.51M +$696 +14 +0%
MJRIC
1098
Mogy Joel R Investment Counsel
California
$1.5M – – –
CCM
1099
Carlson Capital Management
Minnesota
$1.49M -$434K -8,734 -23%
BCM
1100
BTR Capital Management
California
$1.49M -$44.7K -899 -3%
42 43
44
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