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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 %
PAI
1026
Pittenger & Anderson Inc
Nebraska
$1.74M +$348K +7,668 +25%
NPC
1027
National Planning Corporation
California
$1.73M -$156K -3,437 -8%
FA
1028
FMA Advisory
Pennsylvania
$1.73M +$1.77K +39 +0.1%
RHDIC
1029
R.H. Dinel Investment Counsel
California
$1.73M +$1.73M +38,100 New
TCM
1030
Telos Capital Management
California
$1.72M +$81.8K +1,803 +5%
TC
1031
Taylor Cottrill
New Hampshire
$1.72M +$77.2K +1,700 +5%
LC
1032
Lourd Capital
California
$1.7M – – –
ECM
1033
Endex Capital Management
Kansas
$1.7M – – –
I
1034
IberiaBank
Louisiana
$1.7M +$38.6K +850 +2%
JIC
1035
Johnson Investment Counsel
Ohio
$1.7M +$90.5K +1,994 +6%
CC
1036
Courier Capital
New York
$1.69M -$543K -11,959 -24%
VanEck Associates
1037
VanEck Associates
New York
$1.68M +$185K +4,079 +12%
LW
1038
Linscomb Wealth
Texas
$1.67M +$113K +2,492 +7%
AIU
1039
Algebris Investments (UK)
United Kingdom
$1.67M +$300K +6,600 +22%
CFA
1040
Carroll Financial Associates
North Carolina
$1.63M -$23.6K -521 -1%
VNB
1041
Valley National Bancorp
New York
$1.62M +$1.62M +35,638 New
CS
1042
Cannell & Spears
New York
$1.61M – – –
SIA
1043
Sit Investment Associates
Minnesota
$1.6M -$46.1M -1,014,770 -97%
GP
1044
GLG Partners
United Kingdom
$1.6M -$227K -5,000 -12%
RMAM
1045
Raab & Moskowitz Asset Management
New Jersey
$1.59M +$1.59M +35,079 New
AWM
1046
Avior Wealth Management
Nebraska
$1.59M +$1.59M +35,000 New
TBA
1047
Tower Bridge Advisors
Pennsylvania
$1.58M -$7.31K -161 -0.5%
SC
1048
SouthState Corp
Florida
$1.58M +$93.5K +2,059 +6%
TCOTO
1049
Trust Company of the Ozarks
Missouri
$1.58M +$54.9K +1,210 +4%
WPC
1050
White Pine Capital
Minnesota
$1.56M -$236K -5,206 -13%
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