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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 %
HFS
551
Haverford Financial Services
Pennsylvania
$9.92M +$605K +13,320 +6%
APFBOT
552
Amica Pension Fund Board of Trustees
Rhode Island
$9.86M – – –
TAM
553
Taurus Asset Management
New York
$9.84M +$28.4K +625 +0.3%
RJT
554
Raymond James Trust
Florida
$9.81M +$850K +18,723 +9%
LMGAM
555
Liberty Mutual Group Asset Management
Massachusetts
$9.78M -$3.46M -76,305 -26%
GMIM
556
General Motors Investment Management
New York
$9.76M +$106K +2,336 +1%
HCMT
557
Highland Capital Management (Tennessee)
Tennessee
$9.76M +$39.3K +865 +0.4%
MYAM
558
Meiji Yasuda Asset Management
Japan
$9.75M -$182K -4,006 -2%
Jones Financial Companies
559
Jones Financial Companies
Missouri
$9.73M +$592K +13,040 +6%
CA
560
CapWealth Advisors
Tennessee
$9.72M -$629K -13,860 -6%
CIC
561
Cornercap Investment Counsel
Georgia
$9.68M +$84.7K +1,865 +0.9%
HIMC
562
Heritage Investors Management Corp
Maryland
$9.68M +$117K +2,579 +1%
FBNAT
563
FirstMerit Bank N.A. Trustee
Ohio
$9.62M +$286K +6,297 +3%
WAM
564
Winslow Asset Management
Ohio
$9.61M -$512K -11,275 -5%
ESCM
565
Echo Street Capital Management
New York
$9.59M – – –
CAI
566
Capital Advisors Inc
Oklahoma
$9.59M -$254K -5,587 -3%
AP
567
Appleton Partners
Massachusetts
$9.51M +$96.5K +2,125 +1%
BPB
568
Badgley, Phelps & Bell
Washington
$9.49M +$60.2K +1,326 +0.6%
Carson Wealth (CWM LLC)
569
Carson Wealth (CWM LLC)
Nebraska
$9.47M +$524K +11,550 +6%
EWM
570
Evercore Wealth Management
New York
$9.46M -$171K -3,771 -2%
Two Sigma Advisers
571
Two Sigma Advisers
New York
$9.45M -$34.2M -752,900 -78%
ICM
572
ICC Capital Management
Florida
$9.44M -$232K -5,104 -2%
SBWIC
573
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.38M -$150K -3,305 -2%
BPM
574
Bowling Portfolio Management
Ohio
$9.32M -$76.6K -1,688 -0.8%
MWR
575
McAdams Wright Ragen
Washington
$9.3M +$298K +6,567 +3%
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