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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 %
NAM
1276
NTV Asset Management
West Virginia
$750K – – –
K
1277
Kemper
Illinois
$746K +$746K +15,000 New
HPBT
1278
High Point Bank & Trust
North Carolina
$741K -$7.11K -143 -1%
DDPIC
1279
Deroy & Devereaux Private Investment Counsel
Michigan
$740K – – –
JIC
1280
Joel Isaacson & Co
New York
$736K – – –
MBT
1281
Monroe Bank & Trust
Michigan
$736K +$86.6K +1,741 +13%
WEC
1282
Winslow Evans & Crocker
Massachusetts
$735K – – –
ANTB
1283
AMG National Trust Bank
Colorado
$730K -$100K -2,012 -12%
PWM
1284
Perigon Wealth Management
California
$728K -$52.2K -1,050 -7%
HPCM
1285
High Pointe Capital Management
Illinois
$726K +$300K +6,040 +71%
FBT
1286
Founders Bank & Trust
Michigan
$725K +$108K +2,178 +18%
CICI
1287
Capital Investment Counsel Inc
North Carolina
$720K +$9.99K +201 +1%
NL
1288
NWAM LLC
Washington
$718K +$153K +3,081 +27%
EIA
1289
Edgemoor Investment Advisors
Maryland
$708K – – –
PAS
1290
Partnervest Advisory Services
California
$705K +$182K +3,664 +35%
SGH
1291
Schonfeld Group Holdings
New York
$696K +$696K +13,987 New
BCM
1292
Boyle Capital Management
Iowa
$684K – – –
TCOO
1293
Trust Company of Oklahoma
Oklahoma
$681K -$69.6K -1,400 -9%
FANJ
1294
Financial Architects (New Jersey)
New Jersey
$679K -$13.2K -265 -2%
WCF
1295
West Coast Financial
California
$678K -$42.4K -852 -6%
NAM
1296
Needelman Asset Management
California
$678K -$12.4K -250 -2%
FCIM
1297
Fairview Capital Investment Management
California
$678K +$122K +2,448 +22%
TAM
1298
Thornmark Asset Management
Ontario, Canada
$674K -$52.7K -1,060 -7%
YIA
1299
YHB Investment Advisors
Connecticut
$674K +$185K +3,716 +38%
ERIM
1300
Eagle Ridge Investment Management
Connecticut
$673K -$29.9K -602 -4%
50 51
52
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