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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 %
UAS
1051
United Asset Strategies
New York
$1.56M +$4.68K +103 +0.3%
NIC
1052
Northwest Investment Counselors
Oregon
$1.55M +$22.9K +504 +1%
BIM
1053
Beach Investment Management
Pennsylvania
$1.53M – – –
KT
1054
Kanaly Trust
Texas
$1.53M +$31.8K +700 +2%
BO
1055
BRR OpCo
Ohio
$1.53M -$31.3K -689 -2%
MFS
1056
MSI Financial Services
Massachusetts
$1.53M +$259K +5,701 +20%
NSAM
1057
North Star Asset Management
Wisconsin
$1.52M +$401K +8,836 +36%
GGHC
1058
Gilder Gagnon Howe & Co
New York
$1.52M -$18.4K -405 -1%
AL
1059
Agran Libbie
California
$1.52M +$164K +3,605 +12%
BBA
1060
BLB&B Advisors
Pennsylvania
$1.52M -$49.4K -1,088 -3%
TCM
1061
Texan Capital Management
Texas
$1.51M +$1.21M +26,560 +398%
MFIMFI
1062
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.5M +$329K +7,234 +28%
ARMT
1063
Amica Retiree Medical Trust
Rhode Island
$1.5M +$1.5M +32,973 New
PAG
1064
Private Advisor Group
New Jersey
$1.5M +$1.5M +32,944 New
DWA
1065
Douglass Winthrop Advisors
New York
$1.49M -$65.5K -1,444 -4%
BTW
1066
Boston Trust Walden
Massachusetts
$1.49M +$72K +1,586 +5%
NME
1067
Notis-McConarty Edward
$1.48M +$1.48M +32,535 New
GVT
1068
Genesee Valley Trust
New York
$1.47M +$151K +3,326 +11%
CAM
1069
Columbia Asset Management
Michigan
$1.46M +$1.46M +32,053 New
HRIA
1070
Haberer Registered Investment Advisor
Ohio
$1.45M -$54.3K -1,195 -4%
SGAM
1071
Steinberg Global Asset Management
Florida
$1.44M +$2.54K +56 +0.2%
BWM
1072
Braver Wealth Management
Massachusetts
$1.44M -$194K -4,263 -12%
NCM
1073
Narwhal Capital Management
Georgia
$1.44M – – –
ANBT
1074
American National Bank & Trust
Texas
$1.43M -$195K -4,305 -12%
DSC
1075
Duncker Streett & Co
Missouri
$1.43M +$5.13K +113 +0.4%
41 42
43
44 45