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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
+$575M
2
LPLP
Lansdowne Partners Limited Partnership
United Kingdom
+$481M
3
State Street
State Street
Massachusetts
+$268M
4
VAM
Vontobel Asset Management
New York
+$207M
5
Goldman Sachs
Goldman Sachs
New York
+$207M

Top Sellers

1
Citigroup
Citigroup
New York
-$489M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$454M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$381M
4
Morgan Stanley
Morgan Stanley
New York
-$348M
5
MCM
Marsico Capital Management
Colorado
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
401
Tocqueville Asset Management
New York
$20.7M +$4.29M +94,513 +26%
GCM
402
Grandmaster Capital Management
California
$20.7M +$1.04M +22,910 +5%
Commonwealth Equity Services
403
Commonwealth Equity Services
Massachusetts
$20.7M +$860K +18,944 +4%
OCAM
404
Onex Canada Asset Management
Ontario, Canada
$20.5M -$10.2M -223,580 -33%
Zurich Cantonal Bank
405
Zurich Cantonal Bank
Switzerland
$20.4M +$988K +21,768 +5%
BP
406
Banyan Partners
Florida
$20.4M +$7.28M +160,271 +56%
BF
407
BOK Financial
Oklahoma
$20.3M -$5.76M -126,932 -22%
DC
408
Deere & Company
Illinois
$20.2M +$221K +4,870 +1%
AIM
409
Avity Investment Management
Connecticut
$20.1M -$868K -19,128 -4%
GT
410
Greenleaf Trust
Michigan
$20M +$336K +7,404 +2%
Nomura Holdings
411
Nomura Holdings
Japan
$20M -$20.5M -452,997 -51%
STC
412
SEI Trust Company
Pennsylvania
$19.9M +$383K +8,430 +2%
JVBC
413
J.V. Bruni & Co
Colorado
$19.8M +$43.4K +955 +0.2%
HCM
414
Hutchinson Capital Management
California
$19.7M +$126K +2,780 +0.6%
SAM
415
Securian Asset Management
Minnesota
$19.6M -$198K -4,360 -1%
FWCM
416
Ferguson Wellman Capital Management
Oregon
$19.4M -$409K -9,003 -2%
FFA
417
First Foundation Advisors
California
$19.3M +$8.14M +179,341 +73%
Jacobs Levy Equity Management
418
Jacobs Levy Equity Management
New Jersey
$18.9M -$528K -11,620 -3%
MI
419
Markston International
New York
$18.9M -$490K -10,800 -3%
SCM
420
SKBA Capital Management
California
$18.7M -$291K -6,400 -2%
First Trust Advisors
421
First Trust Advisors
Illinois
$18.6M +$2.71M +59,672 +17%
FCBT
422
First Citizens Bank & Trust
North Carolina
$18.6M -$20.1M -442,670 -52%
PCI
423
Pacifica Capital Investments
Texas
$18.5M -$367K -8,092 -2%
BSA
424
Braun Stacey Associates
New York
$18.3M -$1.88M -41,311 -9%
B
425
Barings
North Carolina
$18.3M -$468K -10,300 -2%
15 16
17
18 19