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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 %
VOAM
876
Vertex One Asset Management
British Columbia, Canada
$2.98M +$81.7K +1,800 +3%
RAM
877
Roanoke Asset Management
New Jersey
$2.98M +$136 +3 +0%
BDF
878
Balasa Dinverno & Foltz
$2.97M -$29.5K -649 -1%
LCM
879
Leonard Capital Management
Florida
$2.95M – – –
ACM
880
Azimuth Capital Management
Michigan
$2.93M +$206K +4,536 +8%
LDB
881
Lee, Danner & Bass
Tennessee
$2.93M +$976K +21,506 +50%
PIP
882
Palisades Investment Partners
California
$2.93M -$900K -19,600 -24%
HVIA
883
Hudson Valley Investment Advisors
New York
$2.92M +$48.9K +1,076 +2%
IT
884
Independence Trust
Tennessee
$2.91M -$41.5K -915 -1%
ACA
885
Anchor Capital Advisors
Massachusetts
$2.9M -$364K -8,026 -11%
SFSIG
886
San Francisco Sentry Investment Group
California
$2.9M +$26.3K +580 +0.9%
WRM
887
Westport Resources Management
Connecticut
$2.88M +$360K +7,936 +14%
PTC
888
Private Trust Company
Ohio
$2.88M +$200K +4,414 +7%
AWM
889
Altavista Wealth Management
North Carolina
$2.86M -$107K -2,351 -4%
NC
890
Northpointe Capital
Michigan
$2.85M +$487K +10,740 +21%
1GA
891
1st Global Advisors
Texas
$2.85M +$55.4K +1,221 +2%
PFP
892
Pinnacle Financial Partners
Tennessee
$2.84M -$143K -3,143 -5%
SCIA
893
Sanibel Captiva Investment Advisers
Illinois
$2.83M +$611K +13,463 +28%
ECAM
894
East Coast Asset Management
Massachusetts
$2.79M +$165K +3,626 +6%
Sanders Capital
895
Sanders Capital
Florida
$2.79M – – –
PAM
896
Palisade Asset Management
Minnesota
$2.79M +$84.4K +1,860 +3%
PVH
897
Psagot Value Holdings
Israel
$2.78M +$44.5K +980 +2%
OA
898
Outfitter Advisors
Virginia
$2.78M -$28.8K -635 -1%
CBU
899
CIBC Bank USA
Illinois
$2.78M +$79.4K +1,749 +3%
ACJ
900
Autonomy Capital (Jersey)
Jersey
$2.76M – – –
34 35
36
37 38