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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 %
KFC
851
Klingenstein Fields & Co
New York
$3.25M -$177K -3,900 -5%
QI
852
QS Investors
New York
$3.25M -$124K -2,722 -4%
VHAM
853
Van Hulzen Asset Management
California
$3.24M +$3.24M +71,436 New
RT
854
Reliance Trust
Georgia
$3.22M -$15.7K -345 -0.5%
HRC
855
Hoertkorn Richard Charles
$3.22M +$3.22M +70,869 New
SI
856
Stephens Inc
Arkansas
$3.19M +$63.2K +1,392 +2%
VKH
857
Virtu KCG Holdings
New York
$3.18M -$2.53M -55,749 -44%
HBT
858
Hills Bank & Trust
Iowa
$3.18M -$14.8K -325 -0.5%
FMT
859
First Mercantile Trust
Tennessee
$3.16M -$163K -3,600 -5%
FFH
860
Fairfax Financial Holdings
Ontario, Canada
$3.15M – – –
CAM
861
Cubic Asset Management
Massachusetts
$3.14M +$780K +17,185 +33%
CA
862
Callahan Advisors
Texas
$3.13M +$107K +2,351 +4%
WAM
863
Weatherly Asset Management
California
$3.13M +$230K +5,065 +8%
CA
864
Cornerstone Advisors
North Carolina
$3.12M -$545K -12,000 -15%
ECM
865
Everence Capital Management
Indiana
$3.11M – – –
DVM
866
Dreman Value Management
Florida
$3.07M -$1.76M -24,694 -36%
EFS
867
Essex Financial Services
Connecticut
$3.04M +$196K +4,323 +7%
LNWWM
868
Laird Norton Wetherby Wealth Management
California
$3.03M -$74.2K -1,634 -2%
PBT
869
Pictet Bank & Trust
Bahamas
$3.02M +$3.02M +66,575 New
NAP
870
New Amsterdam Partners
New York
$3.02M -$38.9K -856 -1%
CLOS
871
Compagnie Lombard Odier SCmA
Switzerland
$3.02M +$3.02M +66,453 New
FHA
872
First Horizon Advisors
Tennessee
$3.02M +$161K +3,584 +6%
BPCA
873
Bank Pictet & Cie (Asia)
Singapore
$3.01M +$3.01M +66,330 New
FNBOO
874
First National Bank of Omaha
Nebraska
$3M -$217K -4,780 -7%
SACTSONJ
875
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.99M – – –
33 34
35
36 37