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Wells Fargo
WFC

Overview Fund Activity

1,616 hedge funds and large institutions have $183B invested in Wells Fargo in 2013 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 609 increasing their positions, 639 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,616
Holders Change
+111
Holders Change %
+7.38%
% of All Funds
46.94%
Holding in Top 10
265
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.49%
% of All Funds
7.7%
New
181
Increased
609
Reduced
639
Closed
52
Calls
$1.64B
Puts
$2.15B
Net Calls
-$513M
Net Calls Change
+$4.33M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$7.35B
2
LPLP
Lansdowne Partners Limited Partnership
United Kingdom
$1.09B
3
State Street
State Street
Massachusetts
$9.76B
4
VAM
Vontobel Asset Management
New York
$207M
5
Goldman Sachs
Goldman Sachs
New York
$886M

Top Sellers

1
Citigroup
Citigroup
New York
$345M
2
Capital Research Global Investors
Capital Research Global Investors
California
$61.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$3B
4
Morgan Stanley
Morgan Stanley
New York
$805M
5
MCM
Marsico Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
MUFG Americas
New York
$45.3M +$1.25M +27,540 +3%
Lazard Asset Management
277
Lazard Asset Management
New York
$45.1M -$1.6M -35,300 -3%
WBC
278
Westpac Banking Corp
Australia
$45M +$17.5M +385,199 +64%
SCM
279
Snow Capital Management
Pennsylvania
$44.7M -$435K -9,583 -1%
TAM
280
Todd Asset Management
Kentucky
$44.6M -$3.68M -81,001 -8%
FQ
281
First Quadrant
California
$44.6M -$51.4K -1,132 -0.1%
Mitsubishi UFJ Asset Management
282
Mitsubishi UFJ Asset Management
Japan
$44.1M -$4.96M -109,430 -10%
RCM
283
RNC Capital Management
California
$44.1M +$1.38M +30,450 +3%
Nuveen Asset Management
284
Nuveen Asset Management
Illinois
$43.9M -$1.19M -26,307 -3%
NI
285
Numeric Investors
Massachusetts
$43.5M -$11.8M -260,700 -21%
PI
286
Placemark Investments
Illinois
$42.8M +$2.03M +44,775 +5%
ZIM
287
Zacks Investment Management
Illinois
$42M +$1.01M +22,298 +2%
COPPSERS
288
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$41.9M -$3.26M -71,886 -7%
PC
289
Polar Capital
United Kingdom
$41.9M +$1.65M +36,369 +4%
CC
290
Carlson Capital
Texas
$41.2M +$16.3M +358,540 +65%
TAM
291
Tiverton Asset Management
Delaware
$40.9M – – –
AAIM
292
American Assets Investment Management
California
$40.7M – – –
Natixis Advisors
293
Natixis Advisors
Massachusetts
$39.8M +$1.52M +33,385 +4%
CPSAC
294
Chas P. Smith & Associates (CPS)
Florida
$39.8M +$26.9M +591,639 +208%
N
295
Natixis
France
$39.3M -$38.6M -849,547 -50%
URS
296
Utah Retirement Systems
Utah
$39.1M – – –
SAM
297
Shell Asset Management
Netherlands
$38.8M -$18.3M -402,304 -32%
TCM
298
Tetrem Capital Management
Manitoba, Canada
$38.6M +$901K +19,838 +2%
WF
299
Welch & Forbes
Massachusetts
$38.5M +$850K +18,720 +2%
Asset Management One
300
Asset Management One
Japan
$38.1M -$3.32M -73,098 -8%
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