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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 %
KC
1101
Kingfisher Capital
North Carolina
$1.29M +$54.4K +1,199 +4%
TRCT
1102
Tower Research Capital (TRC)
New York
$1.29M -$4.38M -96,551 -77%
SAA
1103
Southeast Asset Advisors
Georgia
$1.28M +$97.2K +2,141 +8%
TCM
1104
Tributary Capital Management
Nebraska
$1.27M – – –
IIM
1105
Intact Investment Management
Quebec, Canada
$1.27M – – –
WBG
1106
Wharton Business Group
Pennsylvania
$1.27M +$1.27M +27,870 New
BEC
1107
Blue Edge Capital
Virginia
$1.26M +$1.26M +27,855 New
CIC
1108
Crawford Investment Counsel
Georgia
$1.26M +$7.95K +175 +0.6%
SAM
1109
Symphony Asset Management
California
$1.25M -$2.94M -64,829 -70%
PFSC
1110
Peoples Financial Services Corp
Pennsylvania
$1.24M +$1.24M +27,332 New
HIM
1111
Harbour Investment Management
Washington
$1.24M +$2.82K +62 +0.2%
GLI
1112
Guardian Life Insurance
New York
$1.24M -$1.45M -31,839 -54%
MCM
1113
Murphy Capital Management
New Jersey
$1.23M -$38.6K -850 -3%
SSWM
1114
Sheets Smith Wealth Management
North Carolina
$1.23M -$1.32K -29 -0.1%
GIM
1115
Guardian Investment Management
California
$1.23M – – –
AFG
1116
Albion Financial Group
Utah
$1.22M – – –
NIM
1117
Nexus Investment Management
Ontario, Canada
$1.22M – – –
BCM
1118
Barometer Capital Management
Ontario, Canada
$1.22M +$1.22M +26,800 New
AI
1119
Atria Investments
North Carolina
$1.2M +$31.4K +692 +3%
LOCC
1120
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.2M +$1.2M +26,450 New
DBIA
1121
Dumont & Blake Investment Advisors
New Jersey
$1.2M -$97.9K -2,157 -8%
ITIM
1122
Indiana Trust & Investment Management
Indiana
$1.2M +$22.5K +495 +2%
LCM
1123
Liberty Capital Management
Michigan
$1.18M -$9.08K -200 -0.8%
RCAG
1124
Rehmann Capital Advisory Group
Michigan
$1.17M +$20.7K +456 +2%
SCM
1125
Southport Capital Management
Tennessee
$1.17M +$265K +5,831 +29%
43 44
45
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