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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 %
ATC
801
Argent Trust Company
Louisiana
$3.99M +$112K +2,458 +3%
FCI
802
Financial Counselors Inc
Kansas
$3.96M +$418K +9,201 +12%
QIM
803
Quantitative Investment Management
Virginia
$3.96M +$2.51M +55,200 +173%
WIC
804
Woodmont Investment Counsel
Tennessee
$3.95M -$224K -4,940 -5%
SCA
805
SAC Capital Advisors
Connecticut
$3.94M -$421K -9,282 -10%
SAM
806
Smithbridge Asset Management
Pennsylvania
$3.93M -$34.1K -750 -0.9%
BOH
807
Bank of Hawaii
Hawaii
$3.89M -$401K -8,825 -9%
SAM
808
Silvercrest Asset Management
New York
$3.88M – – –
TH
809
Timber Hill
Connecticut
$3.87M -$1.02M -22,547 -21%
LFR
810
Lehman Financial Resources
Pennsylvania
$3.87M +$9.85K +217 +0.3%
RNS
811
Robert N. Shapiro
$3.86M -$623K -13,719 -14%
MFW
812
Meristem Family Wealth
Minnesota
$3.86M -$252K -5,541 -6%
WTIM
813
Wilmington Trust Investment Management
Delaware
$3.84M -$116K -2,561 -3%
FAM
814
Fred Alger Management
New York
$3.83M -$3.13M -68,889 -45%
RC
815
RegentAtlantic Capital
New Jersey
$3.78M +$138K +3,031 +4%
GCIA
816
Gabelli & Co Investment Advisers
New York
$3.71M – – –
KFS
817
KMS Financial Services
Washington
$3.71M +$2.47M +54,319 +199%
Jane Street
818
Jane Street
New York
$3.67M +$2.58M +56,773 +236%
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$3.64M +$168K +3,705 +5%
KA
820
KLCM Advisors
Wisconsin
$3.63M -$37.6K -828 -1%
RBA
821
Richard Bernstein Advisors
New York
$3.63M +$255K +5,612 +8%
PMG
822
ProVise Management Group
Florida
$3.6M +$211K +4,644 +6%
ICOM
823
Investment Counselors of Maryland
Maryland
$3.59M -$18.2K -400 -0.5%
AA
824
Apriem Advisors
California
$3.59M +$260K +5,729 +8%
ECM
825
ETrade Capital Management
Virginia
$3.58M +$592K +13,050 +20%
31 32
33
34 35