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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 %
NPF
776
Norris Perne & French
Michigan
$4.27M +$9.9K +218 +0.2%
AF
777
Arrow Financial
New York
$4.26M -$633K -13,945 -13%
BAM
778
Burnham Asset Management
New York
$4.25M -$29.5K -650 -0.7%
CTC
779
Central Trust Company
Missouri
$4.25M -$14.6K -321 -0.3%
ACI
780
Alpha Cubed Investments
California
$4.24M +$4.24M +93,377 New
WCM
781
Weik Capital Management
Pennsylvania
$4.23M -$5.45K -120 -0.1%
LG
782
LaFleur & Godfrey
Michigan
$4.23M +$3.64M +80,145 +617%
NJBEST
783
New Jersey Better Educational Savings Trust
New Jersey
$4.22M -$90.8K -2,000 -2%
ZCA
784
Zeke Capital Advisors
Pennsylvania
$4.22M – – –
OMCS
785
Old Mutual Customised Solutions
South Africa
$4.18M +$54.5K +1,200 +1%
UF
786
Univest Financial
Pennsylvania
$4.18M +$75.4K +1,660 +2%
KS
787
Karpas Strategies
Connecticut
$4.18M +$863 +19 +0%
MME
788
Meag Munich Ergo
Germany
$4.17M -$1.6M -35,258 -28%
LMF
789
LMR Master Fund
Cayman Islands
$4.14M +$1.59M +34,952 +62%
GA
790
Geneva Advisors
Illinois
$4.12M +$950K +20,930 +30%
AW
791
ACG Wealth
Georgia
$4.12M +$1.15M +25,349 +39%
MIG
792
Mariner Investment Group
New York
$4.09M – – –
RCG
793
Ruane, Cunniff & Goldfarb
New York
$4.07M – – –
SIG
794
Schooner Investment Group
Pennsylvania
$4.05M +$540K +12,000 +15%
BFA
795
Bragg Financial Advisors
North Carolina
$4.03M +$43.9K +967 +1%
MA
796
Montag & Associates
Georgia
$4.03M +$797K +17,545 +25%
SAM
797
Shikiar Asset Management
New York
$4.03M -$804K -17,700 -17%
MCM
798
McMillion Capital Management
North Carolina
$4M +$54.8K +1,206 +1%
MCM
799
Monarch Capital Management
Indiana
$4M -$93.5K -2,060 -2%
CI
800
Constellation Investments
Ohio
$4M +$259K +5,700 +7%
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