WFC icon

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 %
KWILP
376
Kiwi Wealth Investments Limited Partnership
New Zealand
$23.6M +$1.51M +33,301 +7%
HCM
377
Heathbridge Capital Management
Ontario, Canada
$23.5M +$209K +4,600 +0.9%
CAM
378
Capstone Asset Management
Texas
$23.5M -$13.2M -290,306 -36%
CGT
379
Capital Guardian Trust
California
$23.3M -$728K -16,029 -3%
CC
380
Cadinha & Co
Hawaii
$23.3M -$2.65M -58,425 -10%
QF
381
QVT Financial
New York
$23.2M +$7.56M +166,600 +48%
FT
382
Fiduciary Trust
Massachusetts
$23.1M +$526K +11,584 +2%
PSUF
383
People's United Financial
Connecticut
$22.9M +$386K +8,510 +2%
AAM
384
AMI Asset Management
California
$22.8M -$22.5K -495 -0.1%
LI
385
LMCG Investments
Massachusetts
$22.7M -$265K -5,829 -1%
KIA
386
KCM Investment Advisors
California
$22.5M +$667K +14,698 +3%
BFS
387
Bradley Foster & Sargent
Connecticut
$22.5M +$1.94M +42,785 +9%
ECM
388
Estabrook Capital Management
New York
$22.3M -$553K -12,176 -2%
TCT
389
TIAA CREF Trust
Missouri
$22.3M +$2.17M +47,727 +11%
DIA
390
Dana Investment Advisors
Wisconsin
$22.3M -$249K -5,482 -1%
ARC
391
Absolute Return Capital
Massachusetts
$22.2M +$13.6M +299,792 +159%
WSFS
392
Wilmington Savings Fund Society
Delaware
$22.1M +$730K +16,073 +3%
DADC
393
D.A. Davidson & Co
Montana
$21.8M +$2.04M +45,043 +10%
MCM
394
McKinley Capital Management
Alaska
$21.6M +$362K +7,977 +2%
WT
395
Wilmington Trust
Delaware
$21.2M +$676K +14,889 +3%
CCM
396
Cadence Capital Management
Massachusetts
$21.2M -$2.32M -51,144 -10%
DCM
397
Donaldson Capital Management
Indiana
$21.2M +$718K +15,814 +4%
JAM
398
JCIC Asset Management
Ontario, Canada
$21M -$2.24M -49,230 -10%
Millennium Management
399
Millennium Management
New York
$20.9M -$4.69M -103,203 -18%
VDI
400
Vaughan David Investments
Illinois
$20.8M -$172K -3,793 -0.8%
14 15
16
17 18