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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 %
FNFDCM
676
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.29M +$80.1K +1,765 +1%
QI
677
Quotient Investors
New York
$6.28M +$132K +2,900 +2%
MHIC
678
Marble Harbor Investment Counsel
Massachusetts
$6.26M +$608K +13,398 +11%
PNC
679
Park National Corp
Ohio
$6.24M +$54K +1,189 +0.9%
FBB
680
Fulton Breakefield Broenniman
Maryland
$6.24M +$1.14K +25 +0%
GL
681
Globe Life
Texas
$6.22M +$1.04M +23,000 +20%
FM
682
Foster & Motley
Ohio
$6.12M +$389K +8,560 +7%
CA
683
Continental Advisors
Utah
$6.07M – – –
GJIC
684
Gamble Jones Investment Counsel
California
$6.07M +$27K +594 +0.4%
MSR
685
Main Street Research
Connecticut
$6.05M +$81.6K +1,797 +1%
AC
686
Addenda Capital
Quebec, Canada
$6M -$104K -2,305 -2%
SSA
687
South Street Advisors
New York
$5.99M -$30.2K -665 -0.5%
Cambridge Investment Research Advisors
688
Cambridge Investment Research Advisors
Iowa
$5.99M +$306K +6,739 +5%
PWM
689
Patriot Wealth Management
Texas
$5.99M -$146K -3,226 -2%
RA
690
Rational Advisors
New York
$5.97M +$92.4K +2,036 +2%
RS
691
Robeco Schweiz
Switzerland
$5.94M +$666K +14,629 +13%
BFM
692
Boston Financial Management
Massachusetts
$5.91M +$150K +3,297 +3%
WFM
693
Wilmington Funds Management
Delaware
$5.9M -$2.74M -60,347 -32%
IMOV
694
Investment Management of Virginia
Virginia
$5.89M -$59.9K -1,320 -1%
CWM
695
Calamos Wealth Management
Illinois
$5.86M -$684K -15,056 -10%
PAM
696
Private Asset Management
California
$5.82M +$251K +5,526 +5%
P
697
Pitcairn
Pennsylvania
$5.8M +$101K +2,223 +2%
ECM
698
Evergreen Capital Management
Washington
$5.8M +$60.8K +1,340 +1%
SI
699
SII Investments
Wisconsin
$5.79M +$1.66M +36,558 +40%
OSNBOA
700
Old Second National Bank of Aurora
Illinois
$5.76M +$49.4K +1,088 +0.9%
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