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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 %
WA
1151
Wheatland Advisors
Pennsylvania
$1.06M +$1.06M +23,443 New
EWM
1152
Elite Wealth Management
Washington
$1.06M +$930K +20,482 +732%
PIA
1153
Peachtree Investment Advisors
Georgia
$1.05M +$1.05M +23,007 New
KIA
1154
Kopp Investment Advisors
Minnesota
$1.04M -$26.8K -590 -3%
KF
1155
Kopp Funds
Wisconsin
$1.04M +$1.04M +22,913 New
TNBTD
1156
Trustmark National Bank Trust Department
Mississippi
$1.04M +$58.4K +1,286 +6%
WIL
1157
Winifred I. Li
$1.04M -$20.4K -450 -2%
VAM
1158
Visionary Asset Management
Texas
$1.03M +$1.03M +22,762 New
LNC
1159
Lincoln National Corp
Pennsylvania
$1.03M +$1.03M +22,738 New
SAM
1160
SignalPoint Asset Management
Missouri
$1.03M +$21.2K +468 +2%
CC
1161
Cognios Capital
Kansas
$1.03M +$1.03M +22,597 New
WCM
1162
Washington Capital Management
Washington
$1.02M – – –
CC
1163
Colrain Capital
Massachusetts
$1.02M – – –
JFA
1164
JNBA Financial Advisors
Minnesota
$1.02M – – –
PIM
1165
Penobscot Investment Management
Massachusetts
$1.02M +$192K +4,230 +23%
BVDMP
1166
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.01M – – –
GCA
1167
Gideon Capital Advisors
New York
$1.01M +$1.01M +22,189 New
SAMC
1168
Shinko Asset Management Company
Japan
$1M -$78.4K -1,727 -7%
MCM
1169
Maryland Capital Management
Maryland
$1M -$250K -5,509 -20%
BOC
1170
Barbara Oil Co
Illinois
$999K +$999K +22,000 New
CHC
1171
City Holding Co
West Virginia
$998K +$998K +21,985 New
PGIM
1172
Pacific Global Investment Management
California
$997K +$124K +2,725 +14%
RH
1173
Rayner & Haynor
California
$992K +$992K +21,840 New
HHGA
1174
Halbert Hargrove Global Advisors
California
$991K +$93.6K +2,062 +10%
PFM
1175
Parsec Financial Management
North Carolina
$986K +$26.8K +589 +3%
45 46
47
48 49