WFC icon

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 %
AHB
651
Abner Herrman & Brock
New Jersey
$6.74M +$2.93M +64,453 +77%
RJFSA
652
Raymond James Financial Services Advisors
Florida
$6.74M +$400K +8,807 +6%
WF
653
WealthTrust Fairport
Ohio
$6.72M -$692K -15,246 -9%
ACP
654
Ashfield Capital Partners
California
$6.69M +$131K +2,893 +2%
CSM
655
Central Square Management
Illinois
$6.66M -$1.94M -42,809 -23%
DnB Asset Management
656
DnB Asset Management
Norway
$6.63M -$1.64M -36,176 -20%
TCOV
657
Trust Company of Vermont
Vermont
$6.63M +$508K +11,184 +8%
AMAL
658
Asset Management Advisors LLC
Oklahoma
$6.6M +$6.6M +145,414 New
FAT
659
First American Trust
California
$6.58M -$19K -418 -0.3%
Creative Planning
660
Creative Planning
Kansas
$6.55M +$1.09M +23,992 +20%
AIA
661
Alerus Investment Advisors
Minnesota
$6.55M -$4.22M -92,876 -39%
JMFC
662
J.M. Forbes & Co
Massachusetts
$6.53M +$23.3K +514 +0.4%
SIC
663
Salem Investment Counselors
North Carolina
$6.47M +$254K +5,585 +4%
PGFC
664
Peapack-Gladstone Financial Corp
New Jersey
$6.47M -$197K -4,349 -3%
AIM
665
AMI Investment Management
Indiana
$6.47M -$789K -17,386 -11%
UCFA
666
United Capital Financial Advisors
Texas
$6.45M +$3.38M +74,464 +110%
CC
667
ClearArc Capital
Ohio
$6.41M -$463K -10,208 -7%
ST
668
Spot Trading
Illinois
$6.37M +$5.34M +117,680 +521%
FAAM
669
First Allied Asset Management
California
$6.36M +$241K +5,289 +4%
Northwestern Mutual Wealth Management
670
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$496K +10,916 +8%
WAM
671
Wilsey Asset Management
California
$6.35M +$6.35M +140,698 New
HAI
672
Hennessy Advisors Inc
California
$6.34M +$304K +6,700 +5%
BIC
673
Bridges Investment Counsel
Nebraska
$6.33M +$228K +5,027 +4%
CTA
674
Chesley Taft & Associates
Illinois
$6.3M +$22.5K +495 +0.4%
LTFS
675
Ladenburg Thalmann Financial Services
Florida
$6.3M +$28K +617 +0.4%
25 26
27
28 29