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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 %
I2I
1551
Insight 2811 Inc
Illinois
$212K +$212K +4,260 New
TCM
1552
Tradewinds Capital Management
Washington
$211K -$16K -322 -7%
NYLT
1553
New York Life Trust
New York
$211K +$1.94K +39 +0.9%
SFI
1554
SPC Financial Inc
Maryland
$209K -$264K -5,302 -56%
IT
1555
Investors Trust
Texas
$208K – – –
CTA
1556
Colonial Trust Advisors
South Carolina
$205K +$205K +4,128 New
HC
1557
HHG & Company
Connecticut
$204K +$204K +2,013 New
HP
1558
HT Partners
Connecticut
$203K -$1.83M -36,664 -90%
EA
1559
Elm Advisors
California
$202K +$202K +4,070 New
HL
1560
HeadInvest LLC
Maine
$201K -$29.1K -584 -13%
VFP
1561
Verus Financial Partners
Virginia
$201K +$201K +4,050 New
CFN
1562
Cordasco Financial Network
Florida
$196K +$86.8K +1,750 +80%
RIA
1563
Regal Investment Advisors
Michigan
$194K -$10.6K -213 -5%
VCM
1564
Vigilant Capital Management
Maine
$190K -$38.5K -774 -17%
JG
1565
Jefferies Group
New York
$187K -$1.94M -39,002 -91%
BRWM
1566
B. Riley Wealth Management
Tennessee
$184K +$184K +3,702 New
PIA
1567
Piedmont Investment Advisors
North Carolina
$180K -$4.78K -96 -3%
PCM
1568
Prelude Capital Management
New York
$167K +$42.4K +850 +34%
WA
1569
Winfield Associates
Ohio
$164K +$19.9K +400 +14%
USGIU
1570
U.S. Global Investors (USGI)
Texas
$148K +$148K +3,200 New
OC
1571
Oakworth Capital
Alabama
$138K +$42.2K +845 +44%
NSIM
1572
North Star Investment Management
Illinois
$138K +$138K +2,777 New
S
1573
SignatureFD
Georgia
$131K -$15.2K -305 -10%
WA
1574
WealthTrust-Arizona
Arizona
$128K – – –
KCPG
1575
Kavar Capital Partners Group
Kansas
$127K +$99 +2 +0.1%
61 62
63
64 65