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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 %
PIM
326
Perkins Investment Management
Illinois
$32.3M +$6.76M +148,962 +27%
RHBC
327
R.H. Bluestein & Co
Michigan
$32.2M -$842K -18,548 -3%
TU
328
TDAM USA
Ontario, Canada
$32.1M -$6.02M -132,610 -16%
RIM
329
RS Investment Management
California
$31.9M -$468K -10,300 -1%
CI
330
Cooper Investors
Australia
$31.7M +$6.45M +127,045 +26%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$31.1M -$1.13M -24,917 -4%
SCM
332
Smead Capital Management
Arizona
$31.1M +$2.47M +54,311 +9%
ECA
333
Endeavour Capital Advisors
Connecticut
$30.7M – – –
ADEF
334
Adams Diversified Equity Fund
Maryland
$30.4M – – –
Fiera Capital (Canada)
335
Fiera Capital (Canada)
Quebec, Canada
$30.4M +$4.07M +89,749 +16%
MAM
336
Martingale Asset Management
Massachusetts
$30.3M -$5.01M -110,291 -14%
WMSA
337
Weiss Multi-Strategy Advisers
New York
$29.8M +$29.6M +652,160 +12,889%
WT
338
Washington Trust
Rhode Island
$29.3M -$569K -12,538 -2%
HighTower Advisors
339
HighTower Advisors
Illinois
$29M +$2.98M +65,664 +11%
VFAM
340
Valley Forge Asset Management
Pennsylvania
$29M -$19.7M -433,707 -40%
AIA
341
Avalon Investment & Advisory
Texas
$28.9M +$399K +8,796 +1%
BHIA
342
Birch Hill Investment Advisors
Massachusetts
$28.8M -$64.1K -1,411 -0.2%
Parnassus Investments
343
Parnassus Investments
California
$28.4M – – –
CIM
344
Calvert Investment Management
Maryland
$28.3M +$11.8M +260,386 +72%
AIA
345
Affinity Investment Advisors
California
$28M -$1.15M -25,382 -4%
RCM
346
Riverhead Capital Management
Delaware
$27.7M -$5.45M -120,034 -16%
KCM
347
Kensico Capital Management
Connecticut
$27.7M +$27.7M +610,000 New
OAM
348
Origin Asset Management
United Kingdom
$27.6M -$507K -11,176 -2%
MOACM
349
Mutual of America Capital Management
New York
$26.5M -$406K -8,934 -2%
STMM
350
South Texas Money Management
Texas
$26.4M -$794K -17,492 -3%
12 13
14
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