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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 %
DS
1501
DRW Securities
Illinois
$286K +$286K +5,745 New
VCAM
1502
Van Cleef Asset Management
Ohio
$285K – – –
TRCT
1503
Tower Research Capital (TRC)
New York
$283K -$1.13M -22,641 -80%
GAM
1504
Gotham Asset Management
New York
$282K -$118K -2,378 -30%
DAM
1505
Doheny Asset Management
California
$280K – – –
IPC
1506
Independent Portfolio Consultants
Florida
$279K -$136K -2,745 -33%
SM
1507
Salzhauer Michael
$279K – – –
CL
1508
Croft-Leominster
Maryland
$277K -$14.9K -300 -5%
SBWM
1509
Sunflower Bank Wealth Management
Arizona
$275K -$1.99K -40 -0.7%
JWA
1510
JFS Wealth Advisors
Pennsylvania
$274K +$11.8K +237 +4%
AAM
1511
Aureus Asset Management
Massachusetts
$269K +$269K +5,410 New
VC
1512
Vicus Capital
Pennsylvania
$268K +$18.7K +376 +8%
IHL
1513
Investment House LLC
California
$267K +$22.1K +445 +9%
HWA
1514
Heritage Wealth Advisors
Virginia
$266K – – –
GIM
1515
Groesbeck Investment Management
New Jersey
$264K – – –
VIA
1516
Vantage Investment Advisors
Pennsylvania
$264K – – –
SCM
1517
Salem Capital Management
Massachusetts
$262K – – –
YP
1518
Yellowstone Partners
Idaho
$261K +$4.98K +100 +2%
TFA
1519
Transamerica Financial Advisors
Florida
$258K +$227K +4,560 +734%
SCA
1520
Salient Capital Advisors
Texas
$257K – – –
GIA
1521
Guyasuta Investment Advisors
Pennsylvania
$252K – – –
TA
1522
Teton Advisors
New York
$249K -$49.8K -1,000 -17%
AWA
1523
Arete Wealth Advisors
Illinois
$248K -$12.2K -245 -5%
CPA
1524
Cowen Prime Advisors
New York
$248K +$45.7K +919 +23%
FMC
1525
First Merchants Corp
Indiana
$246K -$22.4K -450 -8%
59 60
61
62 63