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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 %
NB
576
NBT Bank
New York
$9.24M +$328K +7,221 +4%
WP
577
WMS Partners
Maryland
$9.17M +$9.17M +202,078 New
BCM
578
Brookmont Capital Management
Texas
$9.17M +$855K +18,831 +10%
MHC
579
Meyer Handelman Company
New York
$9.15M – – –
GF
580
Gerstein Fisher
New York
$9.1M +$4.69M +34,629 +106%
LMIM
581
Lockheed Martin Investment Management
Maryland
$9.08M +$9.08M +200,000 New
SF
582
Synovus Financial
Georgia
$9.03M -$16.5K -363 -0.2%
Parallax Volatility Advisers
583
Parallax Volatility Advisers
California
$8.82M -$35.1M -772,408 -80%
WS
584
Wedbush Securities
California
$8.81M -$17.9K -394 -0.2%
GCM
585
Grisanti Capital Management
New York
$8.68M -$919K -20,245 -10%
PRC
586
Platte River Capital
Colorado
$8.68M -$832K -18,320 -9%
MCM
587
Munder Capital Management
Michigan
$8.67M +$3.43M +75,500 +65%
UOC
588
UBS O'Connor
Illinois
$8.64M +$513K +11,294 +6%
Mirae Asset Global Investments
589
Mirae Asset Global Investments
South Korea
$8.61M -$12.3M -271,160 -59%
TTWM
590
TCV Trust & Wealth Management
Virginia
$8.57M -$67.3K -1,482 -0.8%
MFBTD
591
MB Financial Bank - Trust Department
Illinois
$8.53M -$78.8K -1,735 -0.9%
YL
592
YCG LLC
Texas
$8.52M +$2.49M +54,887 +41%
BWP
593
Baldwin Wealth Partners
Massachusetts
$8.48M +$149K +3,277 +2%
SIG
594
Schaller Investment Group
North Carolina
$8.47M +$10.2K +225 +0.1%
GAM
595
Griffin Asset Management
New York
$8.41M -$7.71M -169,924 -48%
OC
596
Oppenheimer & Co
New York
$8.39M -$1.9M -41,811 -18%
GPSPJS
597
General Pension Society PZU Joint Stock
Poland
$8.37M -$11.1M -244,000 -57%
CIP
598
Convergence Investment Partners
Florida
$8.34M +$1.06M +23,277 +15%
MCM
599
McRae Capital Management
New Jersey
$8.3M -$454 -10 -0%
WAM
600
Wolverine Asset Management
Illinois
$8.25M +$3.31M +72,824 +67%
22 23
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