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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 %
FAM
1251
Formidable Asset Management
Ohio
$824K – – –
DD
1252
Dominick & Dominick
New York
$822K +$170K +3,417 +26%
BIM
1253
Baldwin Investment Management
Pennsylvania
$819K – – –
HSA
1254
HBK Sorce Advisory
Pennsylvania
$819K +$8.71K +175 +1%
CFMC
1255
Curbstone Financial Management Corp
New Hampshire
$808K +$808K +16,245 New
WC
1256
Whitnell & Co
Illinois
$799K +$99 +2 +0%
FWC
1257
First Washington Corp
Washington
$796K +$38.8K +779 +5%
PSI
1258
Pinnacle Summer Investments
Virginia
$788K +$63.4K +1,275 +9%
JC
1259
Jacobs & Co
California
$787K -$19.8K -398 -2%
UR
1260
USCA RIA
Texas
$786K +$61.5K +1,236 +8%
MMG
1261
Monetary Management Group
Missouri
$780K -$4.97K -100 -0.6%
BCM
1262
Becker Capital Management
Oregon
$780K +$11.3K +227 +1%
TIA
1263
Tiemann Investment Advisors
California
$773K +$17.4K +350 +2%
KIA
1264
King Investment Advisors
Texas
$770K – – –
LJHT
1265
Laurie J. Hall Trustee
$769K – – –
IB
1266
Intrust Bank
Kansas
$768K -$169K -3,390 -18%
BFEC
1267
Benjamin F. Edwards & Company
Missouri
$765K +$76.4K +1,537 +11%
BC
1268
Barnett & Company
Tennessee
$763K -$105K -2,108 -12%
KG
1269
Killen Group
Pennsylvania
$759K – – –
CK
1270
Cohen Klingenstein
New York
$756K – – –
WG
1271
Welch Group
Alabama
$755K – – –
W
1272
Wealthfront
California
$754K +$754K +15,142 New
BC
1273
Banced Corp
Illinois
$752K +$30.4K +610 +4%
RP
1274
Riverbridge Partners
Minnesota
$751K -$83.2K -1,672 -10%
MCM
1275
Manchester Capital Management
Vermont
$751K +$47.6K +957 +7%
49 50
51
52 53