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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 %
DIS
1126
Diversified Investment Strategies
Louisiana
$1.16M -$28.4K -625 -2%
BC
1127
Burney Company
Virginia
$1.16M -$317K -6,978 -21%
IWC
1128
Integrated Wealth Counsel
California
$1.16M -$63K -1,388 -5%
EHWM
1129
Eads & Heald Wealth Management
Georgia
$1.16M -$16.1K -354 -1%
FFC
1130
First Financial Corp
Indiana
$1.16M -$37.5K -825 -3%
PL
1131
Plancorp LLC
Missouri
$1.15M +$1.15M +25,249 New
MAA
1132
Mraz Amerine & Associates
California
$1.14M – – –
HH
1133
Hilltop Holdings
Texas
$1.14M +$103K +2,262 +10%
BCMO
1134
Buckingham Capital Management (Ohio)
Ohio
$1.14M -$14.6K -321 -1%
GMCM
1135
Gruber & McBaine Capital Management
California
$1.14M -$681K -15,000 -38%
PC
1136
Permit Capital
Pennsylvania
$1.14M – – –
NPA
1137
Nichols & Pratt Advisers
Massachusetts
$1.13M – – –
SWM
1138
SVA Wealth Management
Wisconsin
$1.13M +$1.13M +24,801 New
MBT
1139
Montecito Bank & Trust
California
$1.12M -$12.2K -268 -1%
LIM
1140
Loudon Investment Management
New Hampshire
$1.12M +$1.12M +24,740 New
AIA
1141
Arbor Investment Advisors
North Carolina
$1.12M +$182 +4 +0%
AAM
1142
Autus Asset Management
Arizona
$1.11M +$1.14K +25 +0.1%
ZIC
1143
ZWJ Investment Counsel
Georgia
$1.11M +$49.9K +1,099 +5%
WFMPM
1144
Woodley Farra Manion Portfolio Management
Indiana
$1.11M -$63.8K -1,405 -5%
SNT
1145
Security National Trust
West Virginia
$1.11M -$5.9K -130 -0.5%
AMIM
1146
Aull & Monroe Investment Management
Alabama
$1.11M +$193K +4,250 +21%
G
1147
GlobalBridge
Minnesota
$1.1M -$59.3K -1,305 -5%
ICM
1148
IronBridge Capital Management
Illinois
$1.09M -$74.2M -1,633,126 -99%
BFPW
1149
BOK Financial Private Wealth
Colorado
$1.08M -$28.7K -631 -3%
SFU
1150
Stonehage Fleming (UK)
United Kingdom
$1.07M +$1.07M +23,585 New
44 45
46
47 48