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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 %
WCM
1476
Windsor Capital Management
Arizona
$329K +$795 +16 +0.2%
HR
1477
Howe & Rusling
New York
$329K +$99.1K +1,991 +43%
BCM
1478
Blume Capital Management
California
$328K -$51.2K -1,029 -14%
PMFA
1479
Plante Moran Financial Advisors
Michigan
$325K -$70.3K -1,412 -18%
SCG
1480
Strategic Capital Group
Washington
$324K +$200K +4,027 +162%
AWA
1481
AmeriServ Wealth Advisors
Pennsylvania
$323K -$432K -8,698 -57%
CM
1482
Capital Management
Virginia
$320K – – –
AAS
1483
Annex Advisory Services
Wisconsin
$318K -$122K -2,458 -28%
NCMG
1484
NCM Capital Management Group
North Carolina
$318K +$44.7K +900 +16%
CPA
1485
Court Place Advisors
Maryland
$313K – – –
BBPWM
1486
Blue Bell Private Wealth Management
Pennsylvania
$312K -$4.97K -100 -2%
Kayne Anderson Rudnick Investment Management
1487
Kayne Anderson Rudnick Investment Management
California
$312K – – –
PCM
1488
Palisade Capital Management
New Jersey
$309K – – –
ACP
1489
Aviance Capital Partners
Florida
$303K +$47.1K +956 +18%
PGA
1490
Portland Global Advisors
Maine
$303K +$303K +6,089 New
CFG
1491
CKW Financial Group
Hawaii
$301K – – –
CAM
1492
ClariVest Asset Management
California
$300K -$397 -8 -0.1%
AIM
1493
Arcadia Investment Management
Michigan
$298K – – –
DMC
1494
Drexel Morgan & Co
Pennsylvania
$297K +$12.9K +260 +5%
EGA
1495
E&G Advisors
Texas
$296K -$14.9K -300 -5%
CFA
1496
Capstone Financial Advisors
Illinois
$293K +$68.1K +1,367 +30%
BFA
1497
Beaumont Financial Advisors
Massachusetts
$292K -$45.8K -920 -14%
CAW
1498
Cornerstone Advisors (Washington)
Washington
$292K +$68K +1,367 +30%
FIM
1499
Fernwood Investment Management
Massachusetts
$288K -$69.5K -1,400 -19%
MIP
1500
Marietta Investment Partners
Wisconsin
$288K – – –
58 59
60
61 62