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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 %
AHS
976
Aspiriant Holdings S3
California
$2.07M -$25K -550 -1%
SAM
977
Sawgrass Asset Management
Florida
$2.05M -$41.3K -910 -2%
CNBT
978
Canandaigua National Bank & Trust
New York
$2.03M +$16.1K +355 +0.8%
BSWMG
979
Barrington Strategic Wealth Management Group
Illinois
$2.03M +$32.6K +717 +2%
CAM
980
Centre Asset Management
New York
$2.03M +$43.6K +960 +2%
IFB
981
iAB Financial Bank
Indiana
$2.02M +$6.81K +150 +0.3%
AMM
982
American Money Management
California
$2.02M +$2.02M +44,567 New
MIM
983
Miller Investment Management
Pennsylvania
$2.02M – – –
Pacer Advisors
984
Pacer Advisors
Pennsylvania
$2.02M +$2.02M +36,757 New
ASC
985
Atalanta Sosnoff Capital
New York
$2M +$29.7K +655 +2%
BB
986
Bell Bank
North Dakota
$2M -$2.14M -47,221 -52%
FSA
987
Franklin Street Advisors
North Carolina
$1.98M -$16.2K -356 -0.8%
NB
988
Norinchukin Bank
Japan
$1.97M -$36.6K -805 -2%
SA
989
Strategic Advisors
New York
$1.97M -$9.26K -204 -0.5%
VWM
990
Vector Wealth Management
Minnesota
$1.96M -$107K -2,348 -5%
JIM
991
Jupiter Investment Management
United Kingdom
$1.96M -$90.2K -1,987 -4%
EA
992
Emerald Advisers
Pennsylvania
$1.95M +$101K +2,233 +5%
JG
993
Jefferies Group
New York
$1.94M +$1.47M +32,432 +314%
AC
994
Addison Capital
Pennsylvania
$1.94M +$1.94M +42,720 New
BTNA
995
Bremer Trust National Association
Minnesota
$1.93M -$22.6K -498 -1%
TSWM
996
Triangle Securities Wealth Management
North Carolina
$1.93M -$10.1K -223 -0.5%
WOC
997
West Oak Capital
California
$1.93M -$5.45K -120 -0.3%
B
998
Bailard
California
$1.92M -$220K -4,846 -10%
AWP
999
Ascent Wealth Partners
New York
$1.9M +$1.9M +41,925 New
MIC
1000
MU Investments Company
Japan
$1.9M +$5.47K +120 +0.3%
38 39
40
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