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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 %
EHWM
1126
Eads & Heald Wealth Management
Georgia
$1.38M +$112K +2,253 +9%
NPA
1127
Nichols & Pratt Advisers
Massachusetts
$1.37M +$132K +2,660 +11%
DLG
1128
Daniel L. Goodwin
$1.37M -$1.44M -29,000 -51%
KC
1129
Kingfisher Capital
North Carolina
$1.36M -$51.2K -1,030 -4%
RCAG
1130
Rehmann Capital Advisory Group
Michigan
$1.36M +$78K +1,569 +6%
FCB
1131
First Citizens Bancorporation
South Carolina
$1.36M -$138K -2,770 -9%
GLI
1132
Guardian Life Insurance
New York
$1.34M -$13.9K -279 -1%
AFG
1133
Albion Financial Group
Utah
$1.34M +$1.94K +39 +0.1%
NIM
1134
Nexus Investment Management
Ontario, Canada
$1.34M – – –
CPIM
1135
Columbia Partners Investment Management
Virginia
$1.34M -$80.2K -1,613 -6%
MCM
1136
Murphy Capital Management
New Jersey
$1.33M -$17.4K -350 -1%
LOCC
1137
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.32M – – –
GCM
1138
Grisanti Capital Management
New York
$1.3M -$8.2M -164,965 -86%
SAM
1139
Symphony Asset Management
California
$1.3M -$72.5K -1,457 -5%
ICOA
1140
Investment Centers of America
North Dakota
$1.3M +$364K +8,788 +39%
WFMPM
1141
Woodley Farra Manion Portfolio Management
Indiana
$1.28M +$69.6K +1,400 +6%
DBIA
1142
Dumont & Blake Investment Advisors
New Jersey
$1.28M -$34.7K -698 -3%
NIA
1143
Northstar Investment Advisors
Colorado
$1.28M +$234K +4,705 +22%
ICM
1144
IronBridge Capital Management
Illinois
$1.27M +$80.6K +1,620 +7%
DIS
1145
Diversified Investment Strategies
Louisiana
$1.27M – – –
MBT
1146
Montecito Bank & Trust
California
$1.26M +$34K +684 +3%
LCM
1147
Liberty Capital Management
Michigan
$1.26M -$29.9K -600 -2%
FFC
1148
First Financial Corp
Indiana
$1.26M -$9.25K -186 -0.7%
G
1149
GlobalBridge
Minnesota
$1.25M +$51.9K +1,044 +4%
MAA
1150
Mraz Amerine & Associates
California
$1.25M -$2.49K -50 -0.2%
44 45
46
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