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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 %
SOMRS
176
State of Michigan Retirement System
Michigan
$136M -$44.8M -900,400 -25%
Korea Investment Corp
177
Korea Investment Corp
South Korea
$135M +$32.5M +653,500 +32%
MAM
178
Marketfield Asset Management
New York
$134M +$134M +2,712,045 New
PAMU
179
Pictet Asset Management (UK)
United Kingdom
$134M -$2.01M -40,500 -1%
BCIM
180
British Columbia Investment Management
British Columbia, Canada
$132M -$16.3M -327,014 -11%
ACM
181
Atlanta Capital Management
Georgia
$131M -$8.06M -162,045 -6%
Fiera Capital (Canada)
182
Fiera Capital (Canada)
Quebec, Canada
$131M +$97.6M +1,961,958 +293%
JWBC
183
John W. Bristol & Co
New York
$128M -$2.24M -44,990 -2%
LCS
184
Levin Capital Strategies
New York
$125M -$11.3M -227,771 -8%
Robeco Institutional Asset Management
185
Robeco Institutional Asset Management
Netherlands
$124M +$22.8M +457,741 +22%
Mawer Investment Management
186
Mawer Investment Management
Alberta, Canada
$123M +$6.82M +137,161 +6%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$123M +$123M +2,469,669 New
WIM
188
Weitz Investment Management
Nebraska
$122M -$1.47M -29,520 -1%
EIP
189
Epoch Investment Partners
New York
$122M +$3.24M +65,157 +3%
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$121M +$112M +2,248,442 +1,185%
TG
191
TCW Group
California
$120M +$333K +6,695 +0.3%
RCWMU
192
Rothschild & Co Wealth Management (UK)
United Kingdom
$120M +$120M +2,408,949 New
EA
193
Euclid Advisors
Connecticut
$119M +$32.5M +653,460 +38%
CB
194
Cooke & Bieler
Pennsylvania
$116M -$3.24M -65,194 -3%
JHC
195
JFB Holdings Corp
Georgia
$116M +$11.8M +237,499 +11%
CLM
196
ClearBridge LLC (Maryland)
Maryland
$114M -$334K -6,712 -0.3%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$113M -$34M -683,173 -23%
FMI
198
Factory Mutual Insurance
Massachusetts
$113M – – –
RFC
199
Regions Financial Corp
Alabama
$113M -$858K -17,257 -0.8%
DC
200
Davenport & Co
Virginia
$112M +$2.2M +44,266 +2%
6 7
8
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