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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 %
Bank of Nova Scotia
351
Bank of Nova Scotia
Ontario, Canada
$26.4M -$5.24M -115,487 -17%
HPC
352
HM Payson & Co
Maine
$26.4M +$1.9M +41,888 +8%
AI
353
Analytic Investors
California
$26.3M +$17.1M +377,588 +188%
LPL Financial
354
LPL Financial
California
$26.1M +$1.35M +29,676 +5%
FIM
355
Foresters Investment Management
New York
$25.9M -$436K -9,600 -2%
RCIM
356
Russell Clark Investment Management
United Kingdom
$25.8M +$2.07M +45,600 +9%
BCM
357
Bridgeway Capital Management
Texas
$25.7M -$518K -11,410 -2%
SMDAM
358
Sumitomo Mitsui DS Asset Management
Japan
$25.7M -$7.43M -163,646 -22%
PI
359
PineBridge Investments
New York
$25.7M -$4.07M -89,755 -14%
ESBC
360
E.S. Barr & Co
Kentucky
$25.6M -$481K -10,600 -2%
William Blair & Company
361
William Blair & Company
Illinois
$25.6M -$83.7K -1,843 -0.3%
BC
362
Bartlett & Co
Ohio
$25.5M -$268K -5,903 -1%
OPCM
363
Osborne Partners Capital Management
California
$25.4M +$108K +2,375 +0.4%
WTNA
364
Wilmington Trust National Association
Delaware
$25.1M +$777K +17,121 +3%
WB
365
WesBanco Bank
West Virginia
$24.9M -$51.8K -1,142 -0.2%
JAM
366
Jupiter Asset Management
United Kingdom
$24.6M -$3.63M -80,053 -13%
WA
367
Wasatch Advisors
Utah
$24.5M -$2.32M -51,085 -9%
PTC
368
Philadelphia Trust Company
Pennsylvania
$24.5M -$109K -2,411 -0.4%
B
369
BP
United Kingdom
$24.4M +$2.63M +58,000 +12%
TGA
370
Trilogy Global Advisors
Florida
$24.4M +$23.5M +517,313 +2,712%
ACM
371
Alta Capital Management
Utah
$24.2M +$1.1M +24,301 +5%
M&T Bank
372
M&T Bank
New York
$24M -$90.3K -1,989 -0.4%
BG
373
Bahl & Gaynor
Ohio
$24M +$5.47M +120,428 +29%
ONB
374
Old National Bancorp
Indiana
$23.7M -$242K -5,326 -1%
CIA
375
CCM Investment Advisers
South Carolina
$23.6M +$30.1K +664 +0.1%
13 14
15
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