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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 %
RC
1601
Riversville Capital
Connecticut
$71K -$2.57M -51,690 -97%
CWM
1602
Cranbrook Wealth Management
Michigan
$67K -$4.19K -84 -6%
GI
1603
Gradient Investments
Minnesota
$62K -$30.1K -609 -33%
WCM
1604
Wealthcare Capital Management
Virginia
$62K +$62K +1,251 New
HHMI
1605
Howard Hughes Medical Institute
Maryland
$60K +$60K +1,202 New
KLWA
1606
Kelly Lawrence W & Associates
California
$58K +$8.43K +170 +17%
JAM
1607
Jolley Asset Management
North Carolina
$51K – – –
AAC
1608
Asset Advisors Corp
Georgia
$50K – – –
CRM
1609
Cramer Rosenthal McGlynn
Connecticut
$50K – – –
RI
1610
Redwood Investments
Massachusetts
$50K +$10.3K +208 +26%
PIM
1611
Parasol Investment Management
Illinois
$47K – – –
HDIM
1612
Hanson & Doremus Investment Management
Vermont
$45K -$25.3K -510 -36%
LWA
1613
Lenox Wealth Advisors
New York
$45K +$14.5K +294 +48%
FIG
1614
Fusion Investment Group
Pennsylvania
$44K +$31.5K +631 +252%
IMS
1615
Index Management Solutions
Pennsylvania
$41K -$51.7K -1,033 -56%
CG
1616
Colony Group
Massachusetts
$40K +$18.6K +373 +87%
CCM
1617
Carderock Capital Management
Maryland
$40K +$40K +811 New
VIMU
1618
Veritas Investment Management (UK)
United Kingdom
$35K – – –
HCM
1619
Horrell Capital Management
Arkansas
$28K – – –
SMG
1620
Spectrum Management Group
Indiana
$26K – – –
CP
1621
Corbenic Partners
Pennsylvania
$25K +$10.1K +200 +68%
GXMC
1622
Global X Management Company
New York
$22K -$7.32K -150 -25%
JIR
1623
James Investment Research
Ohio
$22K – – –
ACM
1624
Antonetti Capital Management
Florida
$22K +$1.01K +20 +5%
CBT
1625
Central Bank & Trust
Kentucky
$20K -$2.27K -45 -10%
63 64
65
66 67