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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 %
FNB
726
First Niagara Bank
New York
$5.22M -$64.7K -1,425 -1%
SAMNY
727
Samsung Asset Management (New York)
New York
$5.21M +$3.66M +80,550 +236%
CIA
728
Choate Investment Advisors
Massachusetts
$5.18M -$34.9K -769 -0.7%
BRCM
729
Bright Rock Capital Management
Massachusetts
$5.13M +$272K +6,000 +6%
FA
730
FDx Advisors
Illinois
$5.13M +$141K +3,100 +3%
HIM
731
Hermes Investment Management
United Kingdom
$5.09M – – –
1IA
732
1834 Investment Advisors
Wisconsin
$5.08M +$95.9K +2,113 +2%
DJSG
733
D.J. St. Germain
Massachusetts
$4.99M -$155K -3,416 -3%
SAM
734
Selway Asset Management
$4.98M -$13.6K -300 -0.3%
BA
735
Boston Advisors
Massachusetts
$4.98M -$594K -13,083 -11%
BHWM
736
Bar Harbor Wealth Management
New Hampshire
$4.97M -$24K -528 -0.5%
AIP
737
Ameritas Investment Partners
Nebraska
$4.97M -$1.84M -40,532 -27%
PPCM
738
Pillar Pacific Capital Management
California
$4.94M -$25.4K -559 -0.5%
FBA
739
Front Barnett Associates
Illinois
$4.92M -$515K -11,343 -9%
GCA
740
Greenwood Capital Associates
South Carolina
$4.92M -$69.8K -1,537 -1%
BWFA
741
Baltimore-Washington Financial Advisors
Maryland
$4.87M +$95.8K +2,110 +2%
CBB
742
Citizens Business Bank
California
$4.83M +$363K +7,990 +8%
BFIC
743
Bedell Frazier Investment Counselling
California
$4.78M -$902K -19,863 -16%
LI
744
Lafayette Investments
Maryland
$4.75M -$80.6K -1,775 -2%
ISB
745
Iowa State Bank
Iowa
$4.74M +$166K +3,646 +4%
OWD
746
Osborn Williams & Donohoe
Ohio
$4.72M +$110K +2,423 +2%
AT
747
Arden Trust
Delaware
$4.71M +$83.8K +1,846 +2%
FWIA
748
Fort Washington Investment Advisors
Ohio
$4.7M -$328K -7,221 -7%
LIM
749
Leavell Investment Management
Alabama
$4.65M -$22.6K -498 -0.5%
VFS
750
VSR Financial Services
Kansas
$4.65M +$1.07M +23,516 +30%
28 29
30
31 32