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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 %
DDC
1451
DF Dent & Co
Maryland
$351K – – –
FNBOMD
1452
First National Bank of Mount Dora
Florida
$350K -$53.6K -1,079 -13%
BFIC
1453
Bedell Frazier Investment Counselling
California
$348K -$4.88M -98,236 -93%
SC
1454
Saybrook Capital
North Carolina
$348K – – –
SIM
1455
Sigma Investment Management
Oregon
$348K +$348K +6,984 New
SNBOSD
1456
Security National Bank of So Dak
Iowa
$346K -$4.13K -83 -1%
IIA
1457
IPG Investment Advisors
California
$345K +$345K +6,937 New
BGDI
1458
BW Gestao de Investimentos
Brazil
$345K – – –
AB
1459
Atlas Brown
Kentucky
$345K +$38.6K +775 +13%
KFS
1460
Kurt F. Somerville
$344K +$9.97K +200 +3%
LWI
1461
Long Wharf Investors
Massachusetts
$344K +$21.9K +440 +7%
DWM
1462
Destination Wealth Management
California
$343K -$255K -5,127 -43%
FIB
1463
First Interstate Bank
Montana
$342K -$123K -2,474 -26%
CCC
1464
Chelsea Counsel Company
California
$340K – – –
CYG
1465
Clean Yield Group
Vermont
$340K – – –
WPW
1466
Waldron Private Wealth
Pennsylvania
$340K +$12.2K +245 +4%
WPIC
1467
White Pine Investment Company
Michigan
$337K – – –
KCM
1468
Kornitzer Capital Management
Kansas
$336K +$49.8K +1,000 +17%
KFA
1469
Kelleher Financial Advisors
New York
$335K -$20.7K -417 -6%
ARMC
1470
American Research & Management Company
Massachusetts
$334K – – –
PWAG
1471
Polaris Wealth Advisory Group
California
$334K – – –
HA
1472
Hamel Associates
New Jersey
$333K – – –
BIA
1473
Biondo Investment Advisors
Pennsylvania
$332K -$12.4K -250 -4%
AW
1474
Alpha Windward
Massachusetts
$330K -$8.32K -167 -2%
KL
1475
Kinsight LLC
Alabama
$329K – – –
57 58
59
60 61