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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$23.1B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.5B +$243M +4,890,203 +2%
State Street
3
State Street
Massachusetts
$10.3B -$437M -8,779,758 -4%
Capital World Investors
4
Capital World Investors
California
$8.26B +$201M +4,034,930 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.06B -$693M -13,926,904 -8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$6.8B +$83.3M +1,674,223 +1%
BIT
7
BlackRock Institutional Trust
California
$6.39B +$41.1M +825,539 +0.6%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$4.93B +$228M +4,590,965 +5%
Dodge & Cox
9
Dodge & Cox
California
$3.61B -$1.79M -35,937 -0%
Northern Trust
10
Northern Trust
Illinois
$3.5B -$84.4M -1,697,553 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.31B +$27.9M +560,414 +0.8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$2.75B +$38.1M +765,213 +1%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.74B – – –
DSA
14
Davis Selected Advisers
Arizona
$2.54B -$322M -6,481,392 -11%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.51B +$34.6M +696,007 +1%
BFA
16
BlackRock Fund Advisors
California
$2.25B +$32.5M +653,815 +1%
Franklin Resources
17
Franklin Resources
California
$2.24B -$302M -6,081,551 -12%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.13B -$60.1M -1,208,948 -3%
Norges Bank
19
Norges Bank
Norway
$2.01B -$20.7M -415,773 -1%
BG
20
BlackRock Group
United Kingdom
$1.91B +$18.5M +371,595 +1%
BA
21
BlackRock Advisors
Delaware
$1.88B +$14.8M +297,423 +0.8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.83B +$25.9M +520,236 +1%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.76B -$46.3M -931,032 -3%
Harris Associates
24
Harris Associates
Illinois
$1.74B +$173M +3,480,912 +11%
TCIM
25
TIAA CREF Investment Management
New York
$1.68B -$68.5M -1,376,814 -4%
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