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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 %
OIA
1301
Optimum Investment Advisors
Illinois
$670K -$28.2K -566 -4%
ANBTV
1302
American National Bank & Trust (Virginia)
Virginia
$669K -$195K -3,912 -23%
TFO
1303
Tarbox Family Office
California
$664K -$39.8K -800 -6%
DHFB
1304
Dixon Hubard Feinour & Brown
Virginia
$661K – – –
VKH
1305
Virtu KCG Holdings
New York
$657K -$2.83M -56,851 -81%
TWA
1306
TCI Wealth Advisors
Arizona
$648K -$86.1K -1,730 -12%
TH
1307
TCTC Holdings
Texas
$648K – – –
TIM
1308
Thompson Investment Management
Wisconsin
$646K +$24.9K +500 +4%
ACS
1309
Archford Capital Strategies
Illinois
$645K +$645K +12,963 New
OC
1310
Oarsman Capital
Wisconsin
$644K +$87.1K +1,752 +16%
IOOF
1311
Independent Order of Foresters
Ontario, Canada
$642K -$119K -2,400 -16%
WFG
1312
Wills Financial Group
Virginia
$641K +$4.57K +92 +0.7%
AIM
1313
Acropolis Investment Management
Missouri
$638K +$638K +12,820 New
EAM
1314
Evanson Asset Management
California
$635K – – –
GA
1315
Glenhill Advisors
New York
$635K +$261K +5,242 +70%
TCB
1316
Texas Capital Bancshares
Texas
$634K +$634K +12,753 New
TWM
1317
Torch Wealth Management
Ohio
$633K +$149 +3 +0%
MPAM
1318
Murphy Pohlad Asset Management
Minnesota
$628K – – –
GIA
1319
GHP Investment Advisors
Colorado
$628K +$81.8K +1,646 +15%
SAM
1320
SignalPoint Asset Management
Missouri
$623K -$505K -10,163 -45%
CC
1321
Cornerstone Capital
California
$618K – – –
PWP
1322
Private Wealth Partners
California
$612K +$158K +3,186 +35%
FIM
1323
Fruth Investment Management
Texas
$611K -$4.27K -87 -0.7%
SLF
1324
Sun Life Financial
Ontario, Canada
$610K -$1.4M -28,128 -70%
DAC
1325
Dividend Assets Capital
South Carolina
$606K +$39.8K +800 +7%
51 52
53
54 55