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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 %
LWM
1426
Lenox Wealth Management
Ohio
$395K -$46.3K -932 -10%
BCM
1427
Brookstone Capital Management
Illinois
$395K +$62.9K +1,266 +19%
PFBT
1428
Parkside Financial Bank & Trust
Missouri
$394K -$1.34K -27 -0.3%
SIC
1429
Sigma Investment Counselors
Michigan
$392K -$29.5K -593 -7%
LBC
1430
Lawrence B. Cohen
$391K – – –
AF
1431
Aldebaran Financial
$391K +$135K +2,706 +52%
IH
1432
IFC Holdings
Florida
$388K +$17.3K +350 +5%
FSA
1433
Financial Sense Advisors
California
$388K +$388K +7,818 New
WA
1434
WESPAC Advisors
California
$387K +$53.3K +1,070 +16%
PHAM
1435
Palisades Hudson Asset Management
Florida
$382K – – –
PLFAM
1436
Pineno Levin & Ford Asset Management
Virginia
$382K – – –
HCM
1437
Highlander Capital Management
New Jersey
$382K -$12.4K -250 -3%
DBT
1438
Dubuque Bank & Trust
Iowa
$377K +$221K +4,441 +141%
DAS
1439
Dynamic Advisor Solutions
Arizona
$375K +$79.3K +1,592 +27%
IIC
1440
Ironwood Investment Counsel
Arizona
$373K -$127K -2,549 -25%
PFA
1441
Pure Financial Advisors
California
$370K -$53.5K -1,085 -13%
FGP
1442
Foyston, Gordon, & Payne
Ontario, Canada
$369K – – –
CAL
1443
Capital Analysts LLC
Pennsylvania
$367K – – –
Eagle Capital Management (New York)
1444
Eagle Capital Management (New York)
New York
$363K – – –
VF
1445
Virtu Financial
New York
$362K -$33.6K -676 -8%
VNB
1446
Valley National Bancorp
New York
$358K -$1.41M -28,433 -80%
MA
1447
Marshwinds Advisory
Georgia
$358K +$115K +2,315 +47%
MCMT
1448
Moon Capital Management (Tennessee)
Tennessee
$356K – – –
BFG
1449
Bouchey Financial Group
New York
$356K +$50 +1 +0%
GP
1450
Girard Partners
Pennsylvania
$353K +$40.5K +814 +13%
56 57
58
59 60