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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 %
AII
301
AGF Investments Inc
Ontario, Canada
$38M +$4.05M +89,100 +12%
QBFM
302
QS Batterymarch Financial Management
New York
$38M -$3.36M -73,952 -8%
WCM
303
Winton Capital Management
United Kingdom
$37.7M +$24.6M +540,889 +187%
QI
304
QV Investors
Alberta, Canada
$37.4M +$37.4M +823,515 New
GMI
305
Greystone Managed Investments
Saskatchewan, Canada
$37.3M -$424K -9,334 -1%
GLA
306
Great Lakes Advisors
Illinois
$37.2M -$3.14M -69,113 -8%
PMG
307
Private Management Group
California
$37M -$3.28M -72,274 -8%
SAC
308
Smith Affiliated Capital
New York
$36.3M -$33.1M – –
MAMU
309
Marathon Asset Management (UK)
United Kingdom
$36M -$2.07M -45,640 -5%
DILH
310
Dai-ichi Life Holdings
Japan
$36M +$655K +14,429 +2%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$35.3M +$6.89M +151,700 +24%
CB
312
Commerce Bank
Missouri
$35.1M +$2.68M +58,955 +8%
ALA
313
Atherton Lane Advisers
California
$35M -$480K -10,580 -1%
SBCM
314
Schwerin Boyle Capital Management
Massachusetts
$34.8M -$272K -5,983 -0.8%
MIH
315
Madison Investment Holdings
Wisconsin
$34.4M +$699K +15,390 +2%
WAM
316
World Asset Management
Michigan
$33.7M -$5.76M -126,785 -15%
HNB
317
Huntington National Bank
Ohio
$33.7M +$92.7K +2,042 +0.3%
MAA
318
Matrix Asset Advisors
New York
$33.3M +$322K +7,094 +1%
MSU
319
Maple Securities USA
New Jersey
$33M +$19.7M +434,401 +149%
PIM
320
Profit Investment Management
Maryland
$32.9M -$3.82M -84,234 -10%
KBC Group
321
KBC Group
Belgium
$32.6M -$5.04M -111,043 -13%
ELC
322
Edgar Lomax Company
Virginia
$32.6M -$3.66M -80,700 -10%
WIM
323
Waverton Investment Management
United Kingdom
$32.6M +$5.52M +121,604 +20%
B
324
Baird
Wisconsin
$32.4M +$1.4M +30,878 +5%
CSIC
325
Clifford Swan Investment Counsel
California
$32.4M +$541K +11,924 +2%
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