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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 %
AIA
1151
Arbor Investment Advisors
North Carolina
$1.25M +$15.2K +305 +1%
PC
1152
Permit Capital
Pennsylvania
$1.24M – – –
GMCM
1153
Gruber & McBaine Capital Management
California
$1.24M – – –
PGIM
1154
Pacific Global Investment Management
California
$1.23M +$141K +2,827 +13%
LIM
1155
Loudon Investment Management
New Hampshire
$1.23M – – –
PFSC
1156
Peoples Financial Services Corp
Pennsylvania
$1.23M -$134K -2,699 -10%
CS
1157
Credential Securities
$1.22M +$1.22M +24,565 New
WCA
1158
Waratah Capital Advisors
Ontario, Canada
$1.22M +$194K +3,900 +19%
BCMO
1159
Buckingham Capital Management (Ohio)
Ohio
$1.22M -$31.7K -638 -3%
ITIM
1160
Indiana Trust & Investment Management
Indiana
$1.21M -$97K -1,950 -7%
KAS
1161
Kemnay Advisory Services
New York
$1.21M +$1.21M +24,380 New
AMIM
1162
Aull & Monroe Investment Management
Alabama
$1.21M -$4.98K -100 -0.4%
IWC
1163
Integrated Wealth Counsel
California
$1.21M -$61.9K -1,245 -5%
LNC
1164
Lincoln National Corp
Pennsylvania
$1.2M +$68.4K +1,375 +6%
BFPW
1165
BOK Financial Private Wealth
Colorado
$1.18M +$597 +12 +0.1%
PIM
1166
Penobscot Investment Management
Massachusetts
$1.17M +$60K +1,205 +5%
SFU
1167
Stonehage Fleming (UK)
United Kingdom
$1.17M – – –
WA
1168
Wheatland Advisors
Pennsylvania
$1.17M – – –
LCP
1169
Legacy Capital Partners
Wisconsin
$1.16M +$164K +3,300 +16%
MCM
1170
Maryland Capital Management
Maryland
$1.16M +$61.6K +1,239 +6%
ZIC
1171
ZWJ Investment Counsel
Georgia
$1.16M -$66.9K -1,345 -5%
PIA
1172
Peachtree Investment Advisors
Georgia
$1.15M +$3.48K +70 +0.3%
TNBTD
1173
Trustmark National Bank Trust Department
Mississippi
$1.14M +$4.53K +91 +0.4%
KIA
1174
Kopp Investment Advisors
Minnesota
$1.14M -$3.48K -70 -0.3%
PJSIMP
1175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.13M +$864K +17,355 +319%
45 46
47
48 49