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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 %
RIM
1326
Regent Investment Management
Kentucky
$601K +$601K +12,078 New
GCP
1327
GSA Capital Partners
United Kingdom
$594K +$307K +6,179 +107%
PHS
1328
Pekin Hardy Strauss
Illinois
$589K +$32.3K +650 +6%
ECM
1329
Ensemble Capital Management
California
$587K -$14.9K -300 -2%
MA
1330
MCF Advisors
Kentucky
$585K +$56K +1,127 +11%
BHC
1331
Bowen Hanes & Co
Florida
$582K -$22.2K -446 -4%
SIM
1332
SSI Investment Management
California
$580K -$1.68M -33,800 -74%
GIM
1333
Gyrus Investment Management
Ontario, Canada
$575K -$120K -2,189 -17%
AB
1334
AT Bancorp
Iowa
$567K +$895 +18 +0.2%
CCA
1335
Catalyst Capital Advisors
New York
$566K +$566K +11,385 New
MIC
1336
Meridian Investment Counsel
California
$564K -$124K -2,485 -18%
11A
1337
10-15 Associates
New York
$562K +$1.34K +27 +0.2%
IUAM
1338
Itau USA Asset Management
New York
$560K -$132K -2,650 -19%
TNB
1339
Thomasville National Bank
Georgia
$560K +$118K +2,369 +27%
KTC
1340
Kistler-Tiffany Companies
Pennsylvania
$553K +$18.5K +372 +3%
AIM
1341
Acuity Investment Management
Ontario, Canada
$552K -$89.5K -1,800 -14%
RFA
1342
Reilly Financial Advisors
California
$552K +$98K +1,970 +22%
OPTFSNA
1343
Old Point Trust & Financial Services N A
Virginia
$549K -$9.41K -189 -2%
CP
1344
Camelot Portfolios
Ohio
$549K – – –
RIG
1345
Renaissance Investment Group
Massachusetts
$542K – – –
CRC
1346
Curi RMB Capital
Illinois
$538K +$14.5K +292 +3%
SCM
1347
Sterneck Capital Management
Missouri
$530K -$19.9K -400 -4%
PFS
1348
Prospera Financial Services
Texas
$530K +$141K +3,039 +36%
CL
1349
CPWM LLC
Washington
$529K +$33.5K +673 +7%
SAS
1350
Spectrum Advisory Services
Georgia
$528K -$13.6K -274 -3%
52 53
54
55 56