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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 %
BSB
926
Bangor Savings Bank
Maine
$2.49M -$24.8K -546 -1%
ST
927
Semper Trust
Pennsylvania
$2.48M -$48.8K -1,075 -2%
1SB
928
1ST Source Bank
Indiana
$2.47M +$169K +3,718 +7%
Fuller & Thaler Asset Management
929
Fuller & Thaler Asset Management
California
$2.45M – – –
ISL
930
Ingalls & Snyder LLC
New York
$2.44M +$272K +5,991 +13%
PR
931
Payden & Rygel
California
$2.44M +$595K +13,100 +32%
RC
932
Riversville Capital
Connecticut
$2.41M +$87.6K +1,929 +4%
TBA
933
Train Babcock Advisors
New York
$2.41M +$15.9K +350 +0.7%
BWAM
934
Boyd Watterson Asset Management
Ohio
$2.41M -$408K -8,995 -15%
MMCM
935
Marque Millennium Capital Management
New York
$2.4M – – –
CNC
936
Citizens & Northern Corp
Pennsylvania
$2.4M +$144K +3,178 +6%
HAM
937
Highstreet Asset Management
Ontario, Canada
$2.4M – – –
WWM
938
Willingdon Wealth Management
North Carolina
$2.39M +$2.39M +52,532 New
TRIM
939
Thompson Rubinstein Investment Management
Oregon
$2.38M -$40.9K -900 -2%
SGCA
940
Steel Grove Capital Advisors
Tennessee
$2.38M -$42.8K -942 -2%
CC
941
Columbia Capital
California
$2.36M +$15.7K +347 +0.7%
MBTD
942
Mechanics Bank - Trust Department
California
$2.36M -$86.3K -1,900 -4%
AI
943
Accredited Investors
Minnesota
$2.35M -$104K -2,297 -4%
MC
944
MRJ Capital
New York
$2.35M – – –
GW
945
GW & Wade
Massachusetts
$2.34M +$2.34M +51,602 New
WI
946
WHV Investments
California
$2.33M -$4.95M -109,125 -68%
TBNY
947
Trustco Bank (New York)
New York
$2.31M +$9.08K +200 +0.4%
LWCFA
948
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.3M +$33.6K +740 +1%
SC
949
Savant Capital
Illinois
$2.28M -$35.6K -785 -2%
SCM
950
Stux Capital Management
New York
$2.27M -$4.73M -104,200 -68%
36 37
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