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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 %
WA
1351
Waverly Advisors
Alabama
$528K +$37.9K +762 +8%
BEAM
1352
Baker Ellis Asset Management
Washington
$525K – – –
GD
1353
Grandfield & Dodd
New York
$524K +$101K +2,021 +24%
CK
1354
Carnick & Kubik
Colorado
$523K – – –
IFLIT
1355
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$523K – – –
RCM
1356
Rockshelter Capital Management
Pennsylvania
$523K +$523K +10,515 New
FMWA
1357
Forvis Mazars Wealth Advisors
Missouri
$520K -$26K -520 -5%
HCM
1358
Hodges Capital Management
Texas
$513K +$51.1K +1,028 +11%
STMM
1359
South Texas Money Management
Texas
$512K -$28.4M -571,223 -98%
FNBTCON
1360
First National Bank & Trust Co of Newtown
Pennsylvania
$510K – – –
M
1361
MOTCO
Texas
$507K -$59.8K -1,200 -11%
DCM
1362
Dinsmore Capital Management
New Jersey
$507K +$507K +10,200 New
CBN
1363
Cadence Bank NA
Texas
$503K -$327K -6,577 -39%
FNBOH
1364
First National Bank of Hutchinson
Kansas
$500K -$14.9K -300 -3%
FBT
1365
First Bankers Trust
Kentucky
$498K +$36.1K +725 +8%
CC
1366
Colrain Capital
Massachusetts
$497K -$621K -12,500 -56%
ZTNA
1367
Zions Trust National Association
Utah
$490K -$7.46K -150 -2%
GAM
1368
Gould Asset Management
California
$490K +$9.94K +200 +2%
JCM
1369
Janney Capital Management
Pennsylvania
$488K +$33.6K +675 +7%
PFC
1370
Phocas Financial Corp
California
$486K +$11.4K +230 +2%
OCM
1371
Osterweis Capital Management
California
$485K – – –
BA
1372
Bridgewater Advisors
New York
$484K +$484K +9,734 New
PCA
1373
PL Capital Advisors
Florida
$482K -$313K -6,300 -39%
HS
1374
Huntington Steele
Pennsylvania
$482K – – –
BC
1375
Brinker Capital
Pennsylvania
$480K +$1.84K +37 +0.4%
53 54
55
56 57