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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 %
CL
626
CIM LLC
New York
$7.31M +$128K +2,815 +2%
HCMNY
627
Howard Capital Management (New York)
New York
$7.28M +$407K +8,965 +6%
DBG
628
De Burlo Group
Massachusetts
$7.26M – – –
PP
629
Patten & Patten
Tennessee
$7.25M +$300K +6,614 +4%
FAB
630
First American Bank
Illinois
$7.24M -$1.3M -28,740 -15%
PP
631
Paloma Partners
Connecticut
$7.24M -$4.94M -108,714 -41%
VC
632
Vestor Capital
Illinois
$7.23M +$164K +3,613 +2%
CAN
633
Cetera Advisor Networks
California
$7.22M +$980K +21,584 +16%
Truist Financial
634
Truist Financial
North Carolina
$7.19M -$236K -5,188 -3%
ST
635
Stifel Trust
Missouri
$7.12M -$82.4K -1,815 -1%
SSG
636
Summit Securities Group
New York
$7.11M -$867K -19,100 -11%
AP
637
Archon Partners
New Jersey
$7.08M +$45.4K +1,000 +0.6%
WIC
638
Wood Investment Counsel
Colorado
$7.07M +$1.9M +41,800 +37%
TCM
639
Tufton Capital Management
Maryland
$7.02M -$23.8K -525 -0.3%
Arrowstreet Capital
640
Arrowstreet Capital
Massachusetts
$7.02M +$7.02M +154,528 New
BCM
641
Buckhead Capital Management
Georgia
$7M +$6.66M +146,696 +1,964%
DY
642
Dowling & Yahnke
California
$6.93M +$138K +3,047 +2%
SPC
643
Stewart & Patten Company
California
$6.92M +$835K +18,402 +14%
DWT
644
Dorsey & Whitney Trust
South Dakota
$6.91M -$150K -3,312 -2%
CCT
645
Chemung Canal Trust
New York
$6.9M +$12.2K +269 +0.2%
TCM
646
Tegean Capital Management
New York
$6.81M +$1.14M +25,000 +20%
FCM
647
Fairholme Capital Management
Florida
$6.79M – – –
DP
648
Delta Partners
Massachusetts
$6.79M – – –
CT
649
Cambridge Trust
Massachusetts
$6.75M +$2.12M +46,671 +46%
BIM
650
Bridges Investment Management
Nebraska
$6.75M +$383K +8,430 +6%
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