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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 %
CFB
426
Cullen/Frost Bankers
Texas
$18.3M +$2.57M +56,604 +16%
BPBT
427
Boston Private Bank & Trust
Massachusetts
$18.3M +$378K +8,330 +2%
RCAMU
428
Rothschild & Co Asset Management US
Connecticut
$18.1M -$11.6M -262,555 -39%
RW
429
Rand Wealth
Maryland
$18M +$184K +4,059 +1%
HW
430
Hancock Whitney
Mississippi
$18M -$161K -3,556 -0.9%
KRS
431
Kentucky Retirement Systems
Kentucky
$18M -$254K -5,590 -1%
RMDI
432
R.M. Davis Inc
Maine
$17.9M -$126K -2,773 -0.7%
WJA
433
Williams Jones & Associates
New York
$17.9M -$1.96M -43,237 -10%
SL
434
Summitry LLC
California
$17.8M +$652K +14,357 +4%
DIA
435
Davidson Investment Advisors
Montana
$17.7M -$282K -6,204 -2%
LIA
436
LS Investment Advisors
Michigan
$17.6M +$1.86M +40,872 +12%
LSERS
437
Louisiana State Employees Retirement System
Louisiana
$17.5M +$17.5M +386,000 New
SIP
438
Stoneridge Investment Partners
Pennsylvania
$17.5M +$493K +10,850 +3%
DAM
439
Delta Asset Management
Tennessee
$17.5M +$579K +12,757 +3%
CIBC World Market
440
CIBC World Market
Ontario, Canada
$17.4M +$2.91M +64,097 +20%
EARNEST Partners
441
EARNEST Partners
Georgia
$17.4M +$17.4M +383,682 New
FDCC
442
Foster Dykema Cabot & Co
Massachusetts
$17.4M +$425K +9,360 +3%
KCM
443
Kames Capital Management
United Kingdom
$17.4M -$1.81M -39,824 -9%
SCCM
444
Schafer Cullen Capital Management
New York
$17.4M +$4.41M +97,136 +34%
Janney Montgomery Scott
445
Janney Montgomery Scott
Pennsylvania
$17.4M -$99K -2,181 -0.6%
TIP
446
Torray Investment Partners
Maryland
$17.3M – – –
BT
447
Brandywine Trust
Delaware
$17.2M -$206K -4,536 -1%
AMI
448
Amica Mutual Insurance
Rhode Island
$17.1M – – –
Walleye Trading
449
Walleye Trading
New York
$17.1M +$6.86M +151,121 +67%
ST
450
Sabal Trust
Florida
$17M +$672K +14,803 +4%
16 17
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