WFC icon

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 %
WCM Investment Management
1376
WCM Investment Management
California
$477K +$8.46K +170 +2%
BIM
1377
Barton Investment Management
Pennsylvania
$471K – – –
GIM
1378
Goelzer Investment Management
Indiana
$469K -$26.4K -530 -5%
TA
1379
TBP Advisors
New York
$469K – – –
WKA
1380
Wilson Kemp & Associates
Michigan
$468K – – –
LCM
1381
LVM Capital Management
Michigan
$465K – – –
IC
1382
InterOcean Capital
Illinois
$464K +$464K +9,320 New
EB
1383
Eastern Bank
Massachusetts
$461K -$42.5K -854 -8%
SFM
1384
Systematic Financial Management
New Jersey
$459K – – –
MVA
1385
Mount Vernon Associates
Maryland
$457K – – –
FMW
1386
Farr Miller & Washington
District of Columbia
$454K -$18.3K -368 -4%
WPC
1387
Waters Parkerson & Co
Louisiana
$454K +$14.9K +300 +3%
BOS
1388
Bingham Osborn & Scarborough
California
$454K +$18.8K +378 +4%
OAM
1389
Occidental Asset Management
California
$453K +$453K +9,100 New
BG
1390
Bollard Group
Massachusetts
$451K +$25.4K +510 +6%
WHRC
1391
W.H. Reaves & Co
New Jersey
$448K – – –
CCA
1392
Cobblestone Capital Advisors
New York
$445K -$21.2K -425 -5%
AP
1393
Atwood & Palmer
Missouri
$444K +$17.7K +355 +4%
WA
1394
WBH Advisory
Maryland
$443K -$93.5K -1,882 -17%
VNA
1395
VNBTrust National Association
Virginia
$443K -$3.73K -75 -0.8%
FTI
1396
Fiduciary Trust International
Massachusetts
$443K +$130K +2,608 +41%
ACM
1397
Argyle Capital Management
Pennsylvania
$440K – – –
CCT
1398
Country Club Trust
Missouri
$437K -$13.8K -278 -3%
FBP
1399
Flippin Bruce & Porter
Virginia
$437K -$8.05K -162 -2%
Manulife (Manufacturers Life Insurance)
1400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$434K -$1.3K -26,124 -0.3%
54 55
56
57 58