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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 %
PAM
1176
Princeton Alpha Management
New Jersey
$1.13M +$1.13M +22,807 New
WIL
1177
Winifred I. Li
$1.13M -$2.04K -41 -0.2%
CC
1178
Cognios Capital
Kansas
$1.13M +$8.65K +174 +0.8%
CCM
1179
Cullen Capital Management
New York
$1.13M +$144K +2,900 +15%
SSG
1180
Summit Securities Group
New York
$1.12M -$6.67M -134,200 -86%
WCM
1181
Washington Capital Management
Washington
$1.12M – – –
SCA
1182
SAC Capital Advisors
Connecticut
$1.12M -$3.2M -64,363 -74%
BVDMP
1183
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.1M – – –
Tudor Investment Corp
1184
Tudor Investment Corp
Connecticut
$1.1M -$378K -7,606 -26%
BOC
1185
Barbara Oil Co
Illinois
$1.09M – – –
BRWA
1186
B. Riley Wealth Advisors
Florida
$1.09M +$122K +2,462 +13%
PFM
1187
Parsec Financial Management
North Carolina
$1.09M +$5.07K +102 +0.5%
BC
1188
Burney Company
Virginia
$1.08M -$186K -3,741 -15%
CHC
1189
City Holding Co
West Virginia
$1.08M -$12.4K -250 -1%
RIL
1190
Rothschild Investment LLC
Illinois
$1.08M – – –
RH
1191
Rayner & Haynor
California
$1.07M -$19.4K -390 -2%
MWP
1192
MYCIO Wealth Partners
Pennsylvania
$1.07M – – –
CG
1193
Clinton Group
New York
$1.07M +$212K +4,258 +25%
ASN
1194
Advisory Services Network
Georgia
$1.06M +$418K +8,411 +65%
WA
1195
WealthTrust Axiom
Pennsylvania
$1.05M +$60.1K +1,210 +6%
CC
1196
Capital Counsel
New York
$1.05M – – –
JFA
1197
JNBA Financial Advisors
Minnesota
$1.04M -$73.1K -1,469 -7%
HHGA
1198
Halbert Hargrove Global Advisors
California
$1.04M -$44.9K -904 -4%
TAM
1199
Timucuan Asset Management
Florida
$1.03M – – –
ICAS
1200
Investors Capital Advisory Services
Massachusetts
$1.01M -$39.3K -790 -4%
46 47
48
49 50