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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 %
MIS
451
Morningstar Investment Services
Illinois
$17M +$1.16M +25,556 +7%
WT
452
Whittier Trust
California
$16.9M -$161K -3,556 -0.9%
V
453
Veritable
Delaware
$16.9M +$57.1K +1,257 +0.3%
BMCMI
454
Bryn Mawr Capital Management Inc
Pennsylvania
$16.8M +$11.7M +258,011 +229%
NRS
455
Neville Rodie & Shaw
New York
$16.4M +$117K +2,575 +0.7%
PL
456
Perpetual Ltd
Australia
$16.3M -$27.2K -600 -0.2%
ANI
457
American National Insurance
Texas
$16.3M – – –
WI
458
Wafra Inc
New York
$16.3M – – –
FOAM
459
Five Oceans Asset Management
Australia
$16.1M +$105K +2,309 +0.7%
TMAM
460
Tokio Marine Asset Management
Japan
$16.1M -$1.58M -34,735 -9%
RC
461
Randolph Company
Ohio
$16M – – –
LC
462
Loews Corp
New York
$15.9M – – –
AIMCA
463
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.8M -$11.9M -261,200 -43%
Fidelity International
464
Fidelity International
Bermuda
$15.6M -$33.3M -734,368 -68%
PP
465
Palladium Partners
Virginia
$15.4M +$168K +3,696 +1%
GC
466
Guardian Capital
Ontario, Canada
$15.3M -$1.87M -41,220 -11%
TAM
467
Trillium Asset Management
Massachusetts
$15.3M +$776K +17,083 +5%
MCC
468
Mid Continent Capital
Illinois
$15.2M +$222K +4,885 +1%
FIM
469
Frontier Investment Management
Texas
$15.1M -$75.2K -1,656 -0.5%
QI
470
Qualcomm Inc
California
$14.9M -$1.08M -23,700 -7%
FP
471
Foundry Partners
Minnesota
$14.8M +$14.8M +325,895 New
SLI
472
Sumitomo Life Insurance
Japan
$14.8M -$1.24M -27,382 -8%
ABC
473
Associated Banc-Corp
Wisconsin
$14.7M +$295K +6,507 +2%
MCM
474
MAI Capital Management
Ohio
$14.6M -$348K -7,670 -2%
GIM
475
Greylin Investment Management
Virginia
$14.6M +$14.8K +326 +0.1%
17 18
19
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