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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 %
BIC
501
Beach Investment Counsel
Pennsylvania
$12.4M -$1.88M -41,470 -13%
AFG
502
American Financial Group
Ohio
$12.3M – – –
QAM
503
QCI Asset Management
New York
$12.2M -$27K -594 -0.2%
CTI
504
Community Trust & Investment
Kentucky
$12.1M -$98.4K -2,167 -0.8%
VWM
505
Valley Wealth Managers
New Jersey
$11.9M -$350K -7,705 -3%
GIM
506
Greystone Investment Management
Ohio
$11.9M -$178K -3,920 -1%
Daiwa Securities Group
507
Daiwa Securities Group
Japan
$11.9M -$1.81M -39,900 -13%
DCMA
508
Daiwa Capital Markets America
New York
$11.9M +$11.9M +261,335 New
BB
509
Busey Bank
Illinois
$11.9M -$51.2K -1,128 -0.4%
CWP
510
Capital Wealth Planning
Florida
$11.9M -$1.89M -51,235 -14%
CCMG
511
Clark Capital Management Group
Pennsylvania
$11.8M +$200K +4,400 +2%
GJCM
512
Grand Jean Capital Management
California
$11.8M -$94.2K -2,074 -0.8%
NLI
513
Nippon Life Insurance
Japan
$11.8M -$375K -8,254 -3%
GG
514
Gofen & Glossberg
Illinois
$11.8M -$430K -9,465 -4%
LM
515
Lincluden Management
Ontario, Canada
$11.7M +$349K +7,680 +3%
SFM
516
Stack Financial Management
Montana
$11.7M -$10.2K -225 -0.1%
STI
517
Susquehanna Trust & Investment
Pennsylvania
$11.7M -$1.47M -32,462 -11%
UFG
518
United Fire Group
Iowa
$11.6M – – –
CAM
519
Cypress Asset Management
Texas
$11.6M +$60.8K +1,340 +0.5%
RT
520
Rockland Trust
Massachusetts
$11.6M +$179K +3,932 +2%
CONA
521
Capital One National Association
New York
$11.5M -$412K -9,068 -3%
AC
522
Avenir Corporation
Virginia
$11.5M -$80.6K -1,775 -0.7%
GHA
523
Garcia Hamilton & Associates
Texas
$11.3M -$4.24M -93,403 -27%
BCM
524
Bluefin Capital Management
New York
$11.3M -$1.56M -34,280 -12%
BKBG
525
BHF Kleinwort Benson Group
Belgium
$11.2M +$9.58M +210,541 +583%
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