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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 %
BT
1176
Bankers Trust
Iowa
$985K -$60.1K -1,324 -6%
RIL
1177
Rothschild Investment LLC
Illinois
$983K +$37.7K +830 +4%
MPWT
1178
MassMutual Private Wealth & Trust
Connecticut
$982K +$982K +21,640 New
MWP
1179
MYCIO Wealth Partners
Pennsylvania
$974K +$45 +1 +0%
CCM
1180
Compass Capital Management
Minnesota
$969K – – –
BAM
1181
Barrett Asset Management
New York
$965K -$4.54K -100 -0.5%
VAM
1182
Visium Asset Management
New York
$959K -$1.23M -27,070 -56%
ICAS
1183
Investors Capital Advisory Services
Massachusetts
$958K +$48.5K +1,068 +5%
RGI
1184
River Global Investors
United Kingdom
$957K -$109K -2,400 -10%
CC
1185
Capital Counsel
New York
$956K -$2.95K -65 -0.3%
NIA
1186
Northstar Investment Advisors
Colorado
$951K -$43.9K -967 -4%
SYBT
1187
Stock Yards Bank & Trust
Kentucky
$946K +$33.9K +748 +4%
NAM
1188
NorthCoast Asset Management
Connecticut
$945K – – –
ICOA
1189
Investment Centers of America
North Dakota
$942K -$366K -8,788 -28%
TAM
1190
Timucuan Asset Management
Florida
$942K – – –
WCA
1191
Waratah Capital Advisors
Ontario, Canada
$935K +$522K +11,500 +126%
NBC
1192
Neuberger Berman Canada
Ontario, Canada
$924K +$440K +9,690 +91%
CIC
1193
Carnegie Investment Counsel
Ohio
$920K -$2.5K -55 -0.3%
LCP
1194
Legacy Capital Partners
Wisconsin
$910K +$95.4K +2,100 +12%
CFS
1195
Community Financial System
New York
$905K – – –
WA
1196
WealthTrust Axiom
Pennsylvania
$903K +$26.5K +584 +3%
CCM
1197
Cullen Capital Management
New York
$899K -$2.27K -50 -0.3%
SFSG
1198
Stearns Financial Services Group
North Carolina
$897K +$19.6K +432 +2%
HCM
1199
Hollencrest Capital Management
California
$887K +$887K +19,526 New
BRWA
1200
B. Riley Wealth Advisors
Florida
$885K – – –
46 47
48
49 50