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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 %
JT
1626
Jump Trading
Illinois
$20K +$13K +259 +184%
NCM
1627
Nelson Capital Management
California
$18K +$13.4K +270 +290%
BCB
1628
Brian C. Broderick
$15K +$15K +304 New
DOA
1629
D'Orazio & Associates
Virginia
$12K – – –
SA
1630
SRH Advisors
Kansas
$10K – – –
NHFG
1631
New Harbor Financial Group
Massachusetts
$10K – – –
TIM
1632
Tortoise Investment Management
New York
$10K – – –
DA
1633
Dunvegan Associates
California
$10K +$10K +200 New
OSAM
1634
O'Shaughnessy Asset Management
Connecticut
$8K +$696 +14 +10%
SGAM
1635
Smith Group Asset Management
Texas
$6K -$1.39K -28 -19%
BCMIO
1636
Beacon Capital Management Inc (Ohio)
Ohio
$5K -$112K -2,440 -96%
CAL
1637
Capital Advisors Ltd
Ohio
$5K -$4.77K -104 -49%
GGPS
1638
Gary Goldberg Planning Services
New York
$5K -$5K -100 -50%
Financial Engines Advisors
1639
Financial Engines Advisors
California
$5K -$321 -7 -6%
NIM
1640
NuWave Investment Management
New Jersey
$3K -$13.6K -235 -82%
AA
1641
AlphaMark Advisors
Kentucky
$3K – – –
SGC
1642
South Georgia Capital
Illinois
$3K – – –
MAS
1643
Madden Advisory Services
Florida
$3K – – –
CFA
1644
Camarda Financial Advisors
Florida
$1K – – –
TT
1645
Tiedemann Trust
Delaware
$403 – -1 -0%
Victory Capital Management
1646
Victory Capital Management
Texas
– -$82.2M -1,811,649 Closed
AT
1647
Alliance Trust
United Kingdom
– -$63.2M -1,392,600 Closed
MSU
1648
Maple Securities USA
New Jersey
– -$33M -725,813 Closed
WMSA
1649
Weiss Multi-Strategy Advisers
New York
– -$29.8M -657,220 Closed
KCM
1650
Kensico Capital Management
Connecticut
– -$27.7M -610,000 Closed
64 65
66
67 68