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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 %
BAM
526
Berkshire Asset Management
Pennsylvania
$11.2M +$1.79M +39,532 +19%
CC
527
Curian Capital
Colorado
$11.1M +$216K +4,788 +2%
NPPM
528
North Point Portfolio Managers
Ohio
$11M +$2.82K +62 +0%
NIM
529
Northeast Investment Management
Massachusetts
$10.8M +$13.9K +306 +0.1%
AA
530
ALPS Advisors
Colorado
$10.8M +$10.5M +232,592 +3,957%
PSC
531
Prentiss Smith & Co
Vermont
$10.8M -$1.09M -23,930 -9%
SCM
532
Sterling Capital Management
North Carolina
$10.8M -$1.07M -23,655 -9%
MBI
533
Montrusco Bolton Investments
Quebec, Canada
$10.7M +$147K +3,228 +1%
BOTW
534
Bank of the West
California
$10.7M -$118K -2,595 -1%
GIP
535
Granite Investment Partners
California
$10.6M +$5.22K +115 +0%
EBSAM
536
Eubel Brady & Suttman Asset Management
Ohio
$10.6M -$175K -3,849 -2%
TCM
537
Twin Capital Management
Pennsylvania
$10.6M -$770K -16,950 -7%
PA
538
Pinnacle Associates
New York
$10.6M +$63.6K +1,400 +0.6%
CIM
539
Confluence Investment Management
Missouri
$10.5M +$422K +9,305 +4%
CCP
540
Clough Capital Partners
Massachusetts
$10.5M +$10.5M +231,800 New
PDN
541
Pensionfund DSM Netherlands
Netherlands
$10.5M – – –
SBH
542
Segall Bryant & Hamill
Illinois
$10.5M +$338K +7,447 +3%
HCM
543
Habrok Capital Management
United Kingdom
$10.3M -$24.2M -532,000 -70%
BUB
544
BBVA USA Bancshares
Texas
$10.3M -$125K -2,753 -1%
KCM
545
Kanawha Capital Management
Virginia
$10.3M -$63.1K -1,390 -0.6%
CAG
546
Crestwood Advisors Group
Massachusetts
$10.1M +$248K +5,464 +3%
SCM
547
Stevens Capital Management
Pennsylvania
$10M -$39.8M -876,224 -80%
ACM
548
Argent Capital Management
Missouri
$9.97M +$124K +2,730 +1%
PA
549
Profund Advisors
Maryland
$9.96M -$1.36M -30,045 -12%
HCM
550
Howland Capital Management
Massachusetts
$9.94M -$65.4K -1,440 -0.7%
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