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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 %
FHC
1401
First Houston Capital
Texas
$433K +$19.9K +400 +5%
LIC
1402
Lodestar Investment Counsel
Illinois
$430K +$430K +8,649 New
RSVP
1403
Ramsay Stattman Vela & Price
Colorado
$426K +$56K +1,125 +15%
EIM
1404
Emerson Investment Management
Massachusetts
$425K +$9.21K +185 +2%
CPC
1405
Cookson Peirce & Co
Pennsylvania
$424K +$424K +8,530 New
ACM
1406
Alpha Capital Management
Texas
$422K -$48.4K -972 -10%
AF
1407
Allworth Financial
California
$422K +$3.44K +69 +0.8%
TFF
1408
Timothy F. Fidgeon
$421K – – –
LRPA
1409
L. Roy Papp & Associates
Arizona
$414K +$50 +1 +0%
GC
1410
Gratry & Company
Ohio
$413K -$408K -8,189 -50%
HF
1411
Hoxton Financial
West Virginia
$413K -$7.85K -158 -2%
SAM
1412
Summit Asset Management
Tennessee
$412K +$42.3K +850 +11%
IIM
1413
Ipswich Investment Management
Massachusetts
$411K -$141K -2,837 -26%
NPIT
1414
National Penn Investors Trust
Pennsylvania
$411K -$13.8K -278 -3%
WDA
1415
Wendell David Associates
New Hampshire
$411K +$13.4K +268 +3%
CAS
1416
CTC Alternative Strategies
Illinois
$408K – – –
WPP
1417
Whalerock Point Partners
Rhode Island
$407K +$44.7K +900 +12%
EWA
1418
EP Wealth Advisors
California
$405K -$21.8K -439 -5%
MSFP
1419
Mark Sheptoff Financial Planning
Connecticut
$405K +$405K +8,141 New
HC
1420
Highmount Capital
New York
$404K +$57.1K +1,150 +16%
GSBTD
1421
Glenview State Bank Trust Department
Illinois
$400K – – –
EFSCE
1422
Enterprise Financial Services Corp (EFSC)
Missouri
$399K -$168K -3,383 -30%
RU
1423
RobecoSam USA
New York
$397K – – –
BSW
1424
Buckingham Strategic Wealth
Missouri
$396K -$171K -3,444 -30%
MPMG
1425
Minneapolis Portfolio Management Group
Minnesota
$396K – – –
55 56
57
58 59