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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 %
RBC
1076
Ronald Blue & Co
Georgia
$1.42M -$9.85K -217 -0.7%
FTC
1077
Farmers Trust Company
Ohio
$1.42M -$2.93M -64,633 -67%
LPT
1078
Legacy Private Trust
Wisconsin
$1.42M +$808K +17,806 +132%
MIU
1079
Man Investments (UK)
United Kingdom
$1.42M +$1.07M +23,638 +314%
KPCM
1080
Kings Point Capital Management
New York
$1.41M +$66K +1,453 +5%
CCS
1081
Crosspoint Capital Strategies
California
$1.41M +$1.41M +30,062 New
BCM
1082
BTR Capital Management
California
$1.4M – – –
HT
1083
HighTower Trust
Texas
$1.4M – – –
SFM
1084
Signature Financial Management
Virginia
$1.37M -$45.9K -1,010 -3%
AIM
1085
Aspen Investment Management
Michigan
$1.37M -$70.3K -1,548 -5%
NCMW
1086
Northern Capital Management (Wisconsin)
Wisconsin
$1.37M +$984K +21,685 +256%
MJRIC
1087
Mogy Joel R Investment Counsel
California
$1.37M – – –
FCB
1088
First Citizens Bancorporation
South Carolina
$1.36M -$268K -5,903 -16%
FMLI
1089
Fukoku Mutual Life Insurance
Japan
$1.35M -$36.3K -800 -3%
VNIM
1090
Vaughan Nelson Investment Management
Texas
$1.35M – – –
BAS
1091
Brown Advisory Securities
Maryland
$1.35M +$106K +2,336 +9%
Tudor Investment Corp
1092
Tudor Investment Corp
Connecticut
$1.35M +$1.35M +29,692 New
JEW
1093
Jamison Eaton & Wood
New Jersey
$1.34M +$102K +2,250 +8%
WCM
1094
Wunderlich Capital Managemnt
Tennessee
$1.34M +$1.34M +29,532 New
NES
1095
New England Securities
New York
$1.33M +$1.06M +23,326 +387%
SFG
1096
SNS Financial Group
Minnesota
$1.31M +$1.31M +28,762 New
FMB
1097
Field & Main Bank
Kentucky
$1.3M +$1.3M +28,636 New
CPS
1098
Counsel Portfolio Services
Ontario, Canada
$1.29M -$4.1M -90,373 -76%
CPIM
1099
Columbia Partners Investment Management
Virginia
$1.29M +$49.7K +1,094 +4%
DP
1100
Dearborn Partners
Illinois
$1.29M -$80K -1,763 -6%
42 43
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