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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 %
WCM
1226
Wisconsin Capital Management
Wisconsin
$932K +$37.3K +750 +4%
VWM
1227
Vector Wealth Management
Minnesota
$928K -$1.22M -24,571 -57%
WA
1228
WFG Advisors
Texas
$925K -$1.12M -22,417 -55%
FFSOTS
1229
Fiduciary Financial Services of The Southwest
Texas
$915K +$25.6K +515 +3%
EWM
1230
Edge Wealth Management
New York
$907K -$5.72K -115 -0.6%
BP
1231
Ballentine Partners
Massachusetts
$906K +$33.6K +674 +4%
PVWM
1232
Point View Wealth Management
New Jersey
$903K -$12K -241 -1%
MPA
1233
Marvin & Palmer Associates
Delaware
$895K +$895K +18,000 New
JWM
1234
Jacobus Wealth Management
Wisconsin
$894K – – –
CWA
1235
Constellation Wealth Advisors
New York
$894K +$32.8K +660 +4%
BFC
1236
Blue Fin Capital
Rhode Island
$887K -$7.71K -155 -0.9%
CA
1237
Cetera Advisors
Colorado
$884K +$116K +2,331 +15%
HCA
1238
Harbour Capital Advisors
Virginia
$883K +$148K +2,975 +20%
CCA
1239
Checchi Capital Advisers
California
$876K +$183K +3,669 +26%
TDC
1240
Thompson Davis & Co
Virginia
$867K +$867K +17,428 New
WIS
1241
Wright Investors Service
Connecticut
$866K +$41.3K +831 +5%
BO
1242
Bank OZK
Arkansas
$865K -$10.6K -212 -1%
PWAP
1243
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$865K +$16.9K +340 +2%
IAS
1244
IMA Advisory Services
Colorado
$860K -$14.4K -290 -2%
MGIA
1245
Moneta Group Investment Advisors
Missouri
$853K -$62.3K -1,252 -7%
PPSG
1246
Princeton Portfolio Strategies Group
New Jersey
$852K -$19.9K -400 -2%
LJAC
1247
L.J. Altfest & Co
New York
$850K +$7.26K +151 +0.9%
FHC
1248
First Heartland Consultants
Missouri
$845K +$17.8K +357 +2%
MJP
1249
Michael J. Puzo
$844K -$49.7K -1,000 -6%
CCM
1250
Condor Capital Management
New Jersey
$828K -$7.81K -157 -0.9%
48 49
50
51 52