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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 %
TCCM
1576
Timber Creek Capital Management
Massachusetts
$118K – – –
SC
1577
Saturna Capital
Washington
$115K – – –
MMH
1578
Menora Mivtachim Holdings
Israel
$114K – – –
ST
1579
SpiderRock Trading
Illinois
$113K -$91K – –
LFG
1580
LifePlan Financial Group
Ohio
$112K – – –
BCI
1581
Brinker Capital Investments
Pennsylvania
$108K -$14.7K -295 -12%
HTHT
1582
Hemenway Trust Hemenway Trust
New Hampshire
$108K -$4.98K -100 -4%
EAMA
1583
EFG Asset Management (Americas)
Florida
$106K +$106K +2,133 New
HP
1584
Hikari Power
Japan
$106K +$106K +2,124,000 New
BAM
1585
Brave Asset Management
New Jersey
$103K – – –
TCM
1586
TD Capital Management
Tennessee
$99K +$150 +3 +0.2%
BOK
1587
Bank of Kentucky
Kentucky
$97K – – –
CFA
1588
CT Financial Advisors
Pennsylvania
$97K +$97K +1,783 New
HCP
1589
Holt Capital Partners
Texas
$95K – – –
PFA
1590
Paradigm Financial Advisors
Missouri
$93K -$65.3K -1,314 -41%
MUMSS
1591
Mitsubishi UFJ Morgan Stanley Securities
Japan
$93K +$11.5K +230 +14%
LWM
1592
LBA Wealth Management
Florida
$91K – – –
First Eagle Investment Management
1593
First Eagle Investment Management
New York
$90K – – –
RAM
1594
RWC Asset Management
United Kingdom
$90K +$90K +1,814 New
CFSG
1595
Community Financial Services Group
Vermont
$88K +$88K +1,758 New
AC
1596
Alexandria Capital
Virginia
$85K +$55.2K +1,113 +186%
OFS
1597
Orrstown Financial Services
Pennsylvania
$80K – – –
AFIA
1598
America First Investment Advisors
Nebraska
$79K -$4.94K -100 -6%
AR
1599
Advisory Research
Illinois
$74K +$74K +1,485 New
ATC
1600
Adirondack Trust Company
New York
$73K -$17.8K -360 -20%
62 63
64
65 66