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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 %
PG
826
PEAK6 Group
Illinois
$3.57M -$2.65M -58,439 -43%
PTB
827
Pioneer Trust Bank
Oregon
$3.56M +$31.1K +685 +0.9%
SG
828
Somerset Group
Minnesota
$3.55M -$215K -4,732 -6%
VV
829
Verity & Verity
South Carolina
$3.55M -$186K -4,096 -5%
AHC
830
Adell Harriman & Carpenter
Texas
$3.51M -$102K -2,251 -3%
LA
831
Lynch & Associates
Indiana
$3.49M +$435K +9,584 +14%
LGC
832
Laurel Grove Capital
California
$3.49M +$84K +1,850 +2%
SCM
833
Schnieders Capital Management
California
$3.49M +$3.49M +76,775 New
WSA
834
Willow Street Advisors
Florida
$3.47M +$159K +3,500 +5%
FNBT
835
FineMark National Bank & Trust
Florida
$3.45M +$279K +6,151 +9%
PCM
836
Parsons Capital Management
Rhode Island
$3.45M +$18.2K +400 +0.5%
HIS
837
Horizon Investment Services
Indiana
$3.41M +$72.6K +1,598 +2%
FNBSF
838
First National Bank Sioux Falls
South Dakota
$3.41M -$36.3K -800 -1%
GECH
839
Garnet Equity Capital Holdings
New York
$3.41M – – –
NMIFOAC
840
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.41M – – –
MAM
841
Mizuho Asset Management
Japan
$3.4M -$3.26M -71,922 -49%
LC
842
Lilley & Co
Michigan
$3.39M +$412K +9,074 +14%
TIC
843
Trees Investment Counsel
Illinois
$3.37M – – –
EGA
844
Eagle Global Advisors
Texas
$3.34M -$99.8K -2,198 -3%
ECM
845
Exchange Capital Management
Michigan
$3.34M +$46.3K +1,019 +1%
EWM
846
Endurance Wealth Management
Rhode Island
$3.33M +$23.6K +520 +0.7%
FLPIM
847
F.L. Putnam Investment Management
Massachusetts
$3.32M +$186K +4,089 +6%
SAM
848
Solaris Asset Management
New York
$3.3M +$74.9K +1,650 +2%
FNT
849
First National Trust
Pennsylvania
$3.27M +$603K +13,278 +23%
MC
850
Martin & Co
Tennessee
$3.25M -$3.41K -75 -0.1%
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