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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 %
OA
1201
Oxbow Advisors
Texas
$1.01M +$50.1K +1,008 +5%
SAMC
1202
Shinko Asset Management Company
Japan
$1.01M -$89.8K -1,805 -8%
CIC
1203
Carnegie Investment Counsel
Ohio
$1.01M – – –
CL
1204
Choreo LLC
Illinois
$1.01M +$1.01M +20,238 New
DCLA
1205
Douglas C. Lane & Associates
New York
$1.01M +$123K +2,470 +14%
CFS
1206
Community Financial System
New York
$1M +$11.4K +230 +1%
SFSG
1207
Stearns Financial Services Group
North Carolina
$1M +$18.1K +363 +2%
B
1208
BancorpSouth
Mississippi
$990K +$990K +19,894 New
NSAM
1209
North Star Asset Management
Wisconsin
$984K -$687K -13,800 -41%
SCM
1210
Southport Capital Management
Tennessee
$982K -$296K -5,941 -23%
WSTAM
1211
Wilbanks Smith & Thomas Asset Management
Virginia
$982K +$94.8K +1,906 +11%
HH
1212
Hilltop Holdings
Texas
$976K -$277K -5,558 -22%
BT
1213
Bankers Trust
Iowa
$975K -$105K -2,103 -10%
EWM
1214
Elite Wealth Management
Washington
$962K -$195K -3,931 -17%
FCCM
1215
First City Capital Management
Georgia
$961K +$50 +1 +0%
BHBT
1216
Burke & Herbert Bank & Trust
Virginia
$961K +$24.9K +500 +3%
UOC
1217
UBS O'Connor
Illinois
$960K -$8.51M -171,085 -90%
IPRC
1218
Indices-Pac Research Corporation
New Jersey
$956K -$965K -19,403 -50%
CCM
1219
Compass Capital Management
Minnesota
$953K -$109K -2,185 -10%
RGI
1220
River Global Investors
United Kingdom
$950K -$99.5K -2,000 -9%
FPA
1221
Fieldpoint Private Advisors
New York
$944K +$398K +7,990 +73%
Capstone Investment Advisors
1222
Capstone Investment Advisors
New York
$942K +$277K +5,564 +42%
HRIA
1223
Haberer Registered Investment Advisor
Ohio
$936K -$649K -13,050 -41%
BA
1224
Birinyi Associates
Connecticut
$933K -$24.9K -500 -3%
HCM
1225
Hollencrest Capital Management
California
$932K -$39.1K -786 -4%
47 48
49
50 51