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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 %
Connor, Clark & Lunn Investment Management (CC&L)
476
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.4M -$458K -9,504 -3%
SIM
477
Sentry Investment Management
Wisconsin
$14.3M -$967K -21,292 -6%
FTIOP
478
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.3M +$148K +3,261 +1%
MSDF
479
Michael & Susan Dell Foundation
New York
$14.2M +$14.2M +313,712 New
CIP
480
Chartwell Investment Partners
Pennsylvania
$14M +$2.21M +48,630 +19%
BSPF
481
British Steel Pension Fund
United Kingdom
$13.9M -$896K -19,741 -6%
BCM
482
Boltwood Capital Management
California
$13.9M +$3.41K +75 +0%
NLGIA
483
Nippon Life Global Investors Americas
New York
$13.7M -$92.2K -2,030 -0.7%
AF
484
Ally Financial
Michigan
$13.6M – – –
Toronto Dominion Bank
485
Toronto Dominion Bank
Ontario, Canada
$13.6M +$3.16M +69,608 +30%
HCM
486
Horan Capital Management
Maryland
$13.5M +$54.5K +1,201 +0.4%
CCM
487
Chilton Capital Management
Texas
$13.5M +$150K +3,304 +1%
MCTIC
488
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$13.5M +$171K +3,765 +1%
SC
489
Scotia Capital
Ontario, Canada
$13.4M +$1.22M +26,849 +10%
AAM
490
Advisors Asset Management
Colorado
$13.3M +$319K +7,029 +2%
GT
491
Glenview Trust
Kentucky
$13.3M +$13.3M +291,856 New
WTC
492
WhitTier Trust Company
Nevada
$13.2M +$98.8K +2,177 +0.8%
CCM
493
Covington Capital Management
California
$12.8M +$141K +3,098 +1%
Ninety One (UK)
494
Ninety One (UK)
United Kingdom
$12.8M +$456K +10,053 +4%
KCA
495
KR Capital Advisors
New York
$12.7M -$949K -20,900 -7%
UAM
496
UAS Asset Management
New York
$12.6M +$464K +10,210 +4%
OWP
497
Obermeyer Wealth Partners
Colorado
$12.6M -$51.1K -1,125 -0.4%
DCM
498
Dupont Capital Management
Delaware
$12.5M -$30.1M -662,001 -71%
AT
499
Arvest Trust
Oklahoma
$12.5M -$377K -8,302 -3%
DM
500
Delphi Management
Massachusetts
$12.5M -$598K -13,182 -5%
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