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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 %
Acadian Asset Management
601
Acadian Asset Management
Massachusetts
$8.15M +$2.27M +49,894 +38%
GCA
602
Guardian Capital Advisors
Ontario, Canada
$8.14M +$77K +1,630 +1%
CW
603
Cobiz Wealth
Colorado
$8.14M -$152K -3,343 -2%
OA
604
OFI Advisors
Pennsylvania
$8.08M +$167K +3,688 +2%
CI
605
Conning Inc
Connecticut
$8.07M +$1.12M +24,750 +16%
FBC
606
Fairfield, Bush & Co
Connecticut
$8.04M -$756K -16,646 -9%
CDH
607
Charles D. Hyman
$8M +$148K +3,256 +2%
ACM
608
Apex Capital Management
Ohio
$7.97M -$539K -11,869 -6%
WAM
609
Wood Asset Management
Florida
$7.87M -$687K -15,130 -8%
MC
610
Middleton & Co
Massachusetts
$7.81M -$77.4K -1,705 -1%
WB
611
Webster Bank
Connecticut
$7.72M -$229K -5,039 -3%
SCI
612
S&CO Inc
Massachusetts
$7.72M -$4.04K -89 -0.1%
KRSITF
613
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.71M -$109K -2,398 -1%
GI
614
GLG Inc
New York
$7.69M +$7.55M +166,265 +5,505%
BBI
615
Baxter Bros Inc
Connecticut
$7.66M +$47.3K +1,042 +0.6%
BONST
616
Bank of Nova Scotia Trust
Ontario, Canada
$7.64M +$231K +5,094 +3%
GIM
617
Grassi Investment Management
California
$7.6M -$113K -2,498 -1%
MIM
618
Midwest Investment Management
Ohio
$7.52M -$392K -8,632 -5%
MYLI
619
Meiji Yasuda Life Insurance
Japan
$7.49M -$492K -10,845 -6%
MCM
620
Maltese Capital Management
New York
$7.47M +$5.2M +114,500 +229%
RG
621
Rathbones Group
United Kingdom
$7.42M +$62.1K +1,367 +0.8%
MERSOM
622
Municipal Employees' Retirement System of Michigan
Michigan
$7.41M – – –
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
$7.4M -$155K -3,425 -2%
PRA
624
Parametric Risk Advisors
Connecticut
$7.38M – – –
SCA
625
Stieven Capital Advisors
Missouri
$7.32M +$4.54K +100 +0.1%
23 24
25
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