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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 %
GMA
1526
Goldstein Munger & Associates
California
$244K -$99.6K -2,000 -29%
CCA
1527
Conestoga Capital Advisors
Pennsylvania
$244K – – –
WSCM
1528
Wellington Shields Capital Management
New York
$244K +$14.8K +298 +6%
FPCP
1529
Fort Point Capital Partners
California
$244K +$244K +4,900 New
FWM
1530
Focused Wealth Management
New York
$237K +$597 +12 +0.3%
SCA
1531
STALEY CAPITAL ADVISERS
Pennsylvania
$236K – – –
GAM
1532
Gemmer Asset Management
California
$236K +$236K +4,735 New
BMM
1533
Buffington Mohr McNeal
Idaho
$234K -$19.9K -400 -8%
RMCM
1534
Reynders McVeigh Capital Management
Massachusetts
$233K +$233K +4,675 New
SFG
1535
SNS Financial Group
Minnesota
$232K -$1.2M -24,094 -84%
SWM
1536
Segment Wealth Management
Texas
$232K +$8.75K +175 +4%
BST
1537
Bath Savings Trust
Maine
$229K +$229K +4,600 New
CCT
1538
Capital City Trust
Florida
$229K +$229K +4,601 New
ZF
1539
Zhang Financial
Michigan
$228K – – –
OAM
1540
Oberweis Asset Management
Illinois
$228K +$50 +1 +0%
PO
1541
Private Ocean
California
$226K +$162K +3,257 +253%
JIP
1542
Jaffetilchin Investment Partners
Florida
$225K +$1.49K +30 +0.7%
PWM
1543
ParenteBeard Wealth Management
Pennsylvania
$221K +$398 +8 +0.2%
VST
1544
Van Strum & Towne
California
$220K – – –
CL
1545
CFS LLC
Oklahoma
$219K – – –
WI
1546
Wedgewood Investors
Pennsylvania
$219K – – –
WFG
1547
Windsor Financial Group
Minnesota
$217K +$217K +4,366 New
AT
1548
Acadia Trust
Maine
$216K -$12.7K -255 -6%
JGUA
1549
John G. Ullman & Associates
New York
$214K -$14.9K -300 -7%
Verition Fund Management
1550
Verition Fund Management
Connecticut
$213K -$77.6K -1,564 -27%
60 61
62
63 64