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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 %
ST
1001
Smithfield Trust
Pennsylvania
$1.9M +$398K +8,766 +27%
CIA
1002
Capital Investment Advisors
Georgia
$1.89M +$1.89M +41,636 New
CCM
1003
CrestPoint Capital Management
Missouri
$1.88M +$1.88M +41,500 New
BJL
1004
Brighton Jones LLC
Washington
$1.88M -$273K -6,010 -13%
PCTC
1005
Perkins Coie Trust Company
Washington
$1.87M +$1.87M +41,254 New
WA
1006
WFG Advisors
Texas
$1.86M -$113K -2,478 -6%
SAM
1007
Sequent Asset Management
Texas
$1.86M +$22.7K +500 +1%
SAM
1008
Shamrock Asset Management
Texas
$1.86M +$172K +3,784 +10%
HP
1009
HT Partners
Connecticut
$1.85M -$29.9K -658 -2%
CAM
1010
Carret Asset Management
New York
$1.85M +$6.81K +150 +0.4%
SCM
1011
SOL Capital Management
Maryland
$1.85M +$101K +2,225 +6%
FB
1012
Fulton Bank
Pennsylvania
$1.84M -$105K -2,322 -5%
HCM
1013
Hengehold Capital Management
Ohio
$1.84M +$150K +3,302 +9%
SLF
1014
Sun Life Financial
Ontario, Canada
$1.83M -$323K -7,116 -15%
ACM
1015
Argentus Capital Management
Texas
$1.82M +$500K +11,019 +38%
BFO
1016
Boston Family Office
Massachusetts
$1.81M +$10.5K +232 +0.6%
PHIMC
1017
Private Harbour Investment Management & Counsel
Ohio
$1.81M +$63.6K +1,400 +4%
CC
1018
Chubb Corp
New Jersey
$1.81M – – –
MC
1019
Miles Capital
Iowa
$1.81M +$335K +7,382 +23%
AC
1020
Alley Company
Illinois
$1.79M +$85.9K +1,892 +5%
HFM
1021
Hartford Financial Management
Connecticut
$1.78M -$28.4K -625 -2%
CCM
1022
Carlson Capital Management
Minnesota
$1.76M +$707K +15,568 +67%
GIS
1023
Guardian Investor Services
New York
$1.76M -$33.6K -739 -2%
DG
1024
Davidson & Garrard
Virginia
$1.76M -$38.5K -849 -2%
IPRC
1025
Indices-Pac Research Corporation
New Jersey
$1.75M -$843K -18,563 -32%
39 40
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