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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
$578M
2
Primecap Management
Primecap Management
California
$661M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$474M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$365M
5
Vanguard Group
Vanguard Group
Pennsylvania
$12.5B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$8.06B
2
State Street
State Street
Massachusetts
$10.3B
3
EVM
Eaton Vance Management
Massachusetts
$281M
4
DSA
Davis Selected Advisers
Arizona
$2.54B
5
Franklin Resources
Franklin Resources
California
$2.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
1676
M Holdings Securities
Oregon
– -$510K -11,238 Closed
CAM
1677
CMT Asset Management
Illinois
– -$488K -10,739 Closed
LPC
1678
Loeb Partners Corp
New York
– -$457K -10,062 Closed
QSS
1679
Quantitative Systematic Strategies
Florida
– -$420K -9,226 Closed
SOADOR
1680
State of Alaska Department of Revenue
Alaska
– -$375K -8,260 Closed
CHJWM
1681
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$324K -7,151 Closed
GCM
1682
Graham Capital Management
Connecticut
– -$318K -7,000 Closed
FIMG
1683
Financial & Investment Management Group
Michigan
– -$315K -6,945 Closed
BOS
1684
Bank of Stockton
California
– -$247K -5,432 Closed
OWIM
1685
Old West Investment Management
California
– -$240K -5,304 Closed
SAMT
1686
Select Asset Management & Trust
Pennsylvania
– -$236K -5,216 Closed
AWS
1687
Aris Wealth Services
Pennsylvania
– -$234K -5,155 Closed
CCM
1688
Cutler Capital Management
Massachusetts
– -$231K -5,100 Closed
FCFC
1689
First Commonwealth Financial Corp
Pennsylvania
– -$215K -4,734 Closed
RP
1690
Reinhart Partners
Wisconsin
– -$211K -4,650 Closed
SHWM
1691
Smith & Howard Wealth Management
Georgia
– -$209K -4,610 Closed
DTL
1692
Dynamic Technology Lab
Singapore
– -$205K -4,500 Closed
LIM
1693
Longfellow Investment Management
Massachusetts
– -$165K -3,629 Closed
Flossbach Von Storch
1694
Flossbach Von Storch
Germany
– -$159K -3,500 Closed
KFP
1695
Keystone Financial Planning
Ohio
– -$45K -1,000 Closed
ST
1696
Somerset Trust
Pennsylvania
– -$18K -400 Closed
NC
1697
NewSquare Capital
Pennsylvania
– -$13K -296 Closed
EU
1698
Emory University
Georgia
– -$4K -110 Closed
SEC
1699
Seven Eight Capital
New York
– -$5K -100 Closed
WCMN
1700
Westchester Capital Management (Nebraska)
Nebraska
– -$2K -50 Closed
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