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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
1
Capital World Investors
California
$7.35B
2
LPLP
2
Lansdowne Partners Limited Partnership
United Kingdom
$1.09B
3
State Street
3
State Street
Massachusetts
$9.76B
4
VAM
4
Vontobel Asset Management
New York
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$886M

Top Sellers

1
Citigroup
1
Citigroup
New York
$345M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$61.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3B
4
Morgan Stanley
4
Morgan Stanley
New York
$805M
5
MCM
5
Marsico Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$618M +$70.1M +1,543,157 +13%
Charles Schwab
52
Charles Schwab
California
$618M -$67.4M -1,484,961 -10%
Deutsche Bank
53
Deutsche Bank
Germany
$615M +$109M +2,411,161 +22%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$605M -$27.5M -603,656 -4%
IIS
55
Ignis Investment Services
United Kingdom
$575M +$575M +1,266,449 New
BlackRock
56
BlackRock
New York
$573M +$54.9M +1,208,557 +11%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$552M -$10.4M -228,808 -2%
HL
58
Harding Loevner
New Jersey
$513M +$9.27M +204,153 +2%
Principal Financial Group
59
Principal Financial Group
Iowa
$499M +$23.8M +523,174 +5%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$485M +$16M +352,000 +3%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$470M -$13.4M -295,442 -3%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$462M -$20.8M -457,360 -4%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$452M +$12.5M +274,189 +3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$451M +$30.6M +673,702 +7%
Hotchkis & Wiley Capital Management
65
Hotchkis & Wiley Capital Management
California
$448M +$59.6M +1,312,122 +15%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$443M +$26.7M +589,200 +6%
Barclays
67
Barclays
United Kingdom
$441M +$187M +4,144,455 +73%
Adage Capital Partners
68
Adage Capital Partners
Massachusetts
$437M +$121M +2,670,000 +38%
MC
69
Montag & Caldwell
Georgia
$427M -$34.8M -766,834 -8%
RFC
70
Russell Frank Company
Washington
$409M -$33.9M -745,102 -8%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$396M +$2.08M +45,800 +0.5%
TA
72
Teachers Advisors
New York
$394M +$11.6M +256,160 +3%
TP
73
Theleme Partners
United Kingdom
$386M +$3.59M +79,000 +0.9%
U
74
UBS
Switzerland
$382M +$18.1M +398,612 +5%
SONJCPFA
75
State of New Jersey Common Pension Fund A
New Jersey
$378M -$27.6M -607,890 -7%
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3
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