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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 %
PCA
901
Personal Capital Advisors
California
$2.74M +$2.74M +60,342 New
PTCG
902
Pring Turner Capital Group
California
$2.74M +$2.74M +60,254 New
CIM
903
CIM Investment Management
Pennsylvania
$2.73M +$190K +4,180 +7%
EVM
904
Evelyn V. Moreno
$2.73M +$2.73M +60,135 New
CAM
905
Congress Asset Management
Massachusetts
$2.72M +$24.3K +535 +0.9%
ST
906
Sentinel Trust
Texas
$2.72M +$603K +13,276 +28%
SIA
907
SeaBridge Investment Advisors
New Jersey
$2.71M – – –
TT
908
Tower Trust
Indiana
$2.7M +$9.08K +200 +0.3%
GIP
909
Greatmark Investment Partners
Georgia
$2.69M +$4.9K +108 +0.2%
BFG
910
Beacon Financial Group
Texas
$2.69M +$113K +2,492 +4%
HI
911
Hudock Inc
Pennsylvania
$2.67M +$169K +3,731 +7%
GLRA
912
Gerald L. Ray & Associates
Texas
$2.62M -$9.04K -199 -0.3%
CIA
913
Covington Investment Advisors
Pennsylvania
$2.61M +$43.1K +950 +2%
SCP
914
Seizert Capital Partners
Michigan
$2.61M -$32.2K -710 -1%
HCC
915
Hirtle Callaghan & Co
Pennsylvania
$2.59M +$31.8K +700 +1%
BRM
916
Boston Research & Management
Massachusetts
$2.59M +$39.2K +864 +2%
BCA
917
Benchmark Capital Advisors
New York
$2.58M -$20.4K -450 -0.8%
DLG
918
Daniel L. Goodwin
$2.57M – – –
AP
919
Advisor Partners
California
$2.56M +$163K +3,600 +7%
NIS
920
National Investment Services
Wisconsin
$2.55M – – –
CCM
921
Compton Capital Management
Rhode Island
$2.55M -$41.4K -912 -2%
STB
922
S&T Bank
Pennsylvania
$2.54M +$82.9K +1,826 +3%
IA
923
Icon Advisers
Colorado
$2.53M -$3.63M -79,860 -59%
SSIA
924
Spero-Smith Investment Advisers
Ohio
$2.52M +$10.2K +225 +0.4%
KJHP
925
K.J. Harrison & Partners
Ontario, Canada
$2.49M +$956K +19,800 +62%
35 36
37
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