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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 %
COI
751
Connable Office Inc
Michigan
$4.64M -$2.41K -53 -0.1%
JFGIW
752
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.64M +$537K +11,838 +13%
CCFCSB
753
Cape Cod Five Cents Savings Bank
Massachusetts
$4.62M +$163K +3,580 +4%
SHGA
754
Sand Hill Global Advisors
California
$4.62M -$1.24M -27,222 -21%
MWAC
755
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.62M -$78.5K -1,729 -2%
AA
756
Ancora Advisors
Ohio
$4.59M +$338K +7,450 +8%
JWBC
757
J.W. Burns & Co
New York
$4.58M -$14.7K -323 -0.3%
FAAS
758
First Allied Advisory Services
California
$4.56M -$2.96M -64,704 -39%
NSEDCP
759
NJ State Employees Deferred Compensation Plan
New Jersey
$4.54M – – –
DSI
760
Daiwa SB Investments
Japan
$4.53M -$267K -5,877 -6%
SAG
761
Sterne Agee Group
Alabama
$4.53M +$1.37M +30,125 +43%
SM
762
Stratton Management
Pennsylvania
$4.51M -$270K -5,941 -6%
EI
763
EDMP Inc
Florida
$4.48M +$155K +3,420 +4%
PL
764
Parkwood LLC
Ohio
$4.46M +$4.46M +98,260 New
DCM
765
Decade Capital Management
New York
$4.46M +$2.46M +54,214 +123%
CIS
766
Connors Investor Services
Pennsylvania
$4.44M +$612K +13,490 +16%
SHA
767
Smith Hayes Advisers
Nebraska
$4.41M +$35.6K +785 +0.8%
Envestnet Asset Management
768
Envestnet Asset Management
Illinois
$4.39M +$228K +5,011 +5%
DIA
769
Dean Investment Associates
Ohio
$4.36M -$60.4K -1,331 -1%
GEM
770
Global Endowment Management
North Carolina
$4.36M +$227K +5,000 +5%
FMBTD
771
First Midwest Bank Trust Division
Illinois
$4.36M -$1.12M -24,765 -21%
SFG
772
Sather Financial Group
Texas
$4.34M +$54.5K +1,200 +1%
LNB
773
Ledyard National Bank
$4.33M -$103K -2,259 -2%
Rafferty Asset Management
774
Rafferty Asset Management
New York
$4.32M -$1.83M -40,415 -30%
CANC
775
Culbertson A N & Co
Virginia
$4.28M -$13.6K -300 -0.3%
29 30
31
32 33