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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 %
NAMA
1101
Nikko Asset Management Americas
New York
$1.48M -$912K -18,500 -38%
NES
1102
New England Securities
New York
$1.48M +$17.2K +346 +1%
SOAMC
1103
Spirit of America Management Corp
New York
$1.48M +$1.48M +29,686 New
PWW
1104
Pettyjohn Wood & White
Virginia
$1.47M +$962K +19,351 +189%
BAC
1105
Boys Arnold & Co
North Carolina
$1.47M +$541K +10,882 +58%
ANBT
1106
American National Bank & Trust
Texas
$1.46M -$97.5K -1,960 -6%
BAM
1107
Barrett Asset Management
New York
$1.46M +$406K +8,166 +38%
DP
1108
Dearborn Partners
Illinois
$1.46M +$51.9K +1,043 +4%
PL
1109
Plancorp LLC
Missouri
$1.46M +$200K +4,020 +16%
SWM
1110
SVA Wealth Management
Wisconsin
$1.45M +$216K +4,333 +17%
JEW
1111
Jamison Eaton & Wood
New Jersey
$1.44M -$37.3K -750 -3%
FMB
1112
Field & Main Bank
Kentucky
$1.43M +$8.41K +169 +0.6%
CIC
1113
Crawford Investment Counsel
Georgia
$1.43M +$47.2K +950 +3%
VNIM
1114
Vaughan Nelson Investment Management
Texas
$1.42M -$64.7K -1,300 -4%
AI
1115
Atria Investments
North Carolina
$1.41M +$94.7K +1,905 +7%
SNT
1116
Security National Trust
West Virginia
$1.41M +$196K +3,935 +16%
SAA
1117
Southeast Asset Advisors
Georgia
$1.41M +$7.46K +150 +0.5%
FMLI
1118
Fukoku Mutual Life Insurance
Japan
$1.4M -$84.6K -1,700 -6%
MC
1119
Moors & Cabot
Massachusetts
$1.39M +$1.39M +27,990 New
SSWM
1120
Sheets Smith Wealth Management
North Carolina
$1.39M +$43.2K +868 +3%
IIM
1121
Intact Investment Management
Quebec, Canada
$1.39M – – –
BEC
1122
Blue Edge Capital
Virginia
$1.39M +$1.64K +33 +0.1%
WBG
1123
Wharton Business Group
Pennsylvania
$1.39M – – –
CPS
1124
Counsel Portfolio Services
Ontario, Canada
$1.38M -$35.9K -721 -3%
WCM
1125
Wunderlich Capital Managemnt
Tennessee
$1.38M -$88.7K -1,784 -6%
43 44
45
46 47