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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 %
FCCM
1201
First City Capital Management
Georgia
$877K -$54.5K -1,200 -6%
OA
1202
Oxbow Advisors
Texas
$877K +$318 +7 +0%
BA
1203
Birinyi Associates
Connecticut
$874K – – –
IB
1204
Intrust Bank
Kansas
$855K -$6.99K -154 -0.8%
BHBT
1205
Burke & Herbert Bank & Trust
Virginia
$854K +$1.86K +41 +0.2%
BAC
1206
Boys Arnold & Co
North Carolina
$845K -$15.4K -339 -2%
MGIA
1207
Moneta Group Investment Advisors
Missouri
$835K +$53.4K +1,177 +7%
PVWM
1208
Point View Wealth Management
New Jersey
$835K +$835K +18,397 New
EWM
1209
Edge Wealth Management
New York
$832K +$272K +6,000 +49%
WCM
1210
Wisconsin Capital Management
Wisconsin
$817K -$18.2K -400 -2%
MJP
1211
Michael J. Puzo
$816K -$45.4K -1,000 -5%
JWM
1212
Jacobus Wealth Management
Wisconsin
$816K +$145K +3,193 +22%
BFC
1213
Blue Fin Capital
Rhode Island
$816K +$816K +17,979 New
FFSOTS
1214
Fiduciary Financial Services of The Southwest
Texas
$812K – – –
WSTAM
1215
Wilbanks Smith & Thomas Asset Management
Virginia
$810K +$7.81K +172 +1%
DCLA
1216
Douglas C. Lane & Associates
New York
$806K +$35.7K +787 +5%
IAS
1217
IMA Advisory Services
Colorado
$798K +$10.9K +240 +1%
BO
1218
Bank OZK
Arkansas
$798K +$36.7K +810 +5%
PPSG
1219
Princeton Portfolio Strategies Group
New Jersey
$796K +$9.08K +200 +1%
LJAC
1220
L.J. Altfest & Co
New York
$796K +$796K +17,537 New
BP
1221
Ballentine Partners
Massachusetts
$795K -$862 -19 -0.1%
BC
1222
Barnett & Company
Tennessee
$792K -$617K -13,593 -44%
ANBTV
1223
American National Bank & Trust (Virginia)
Virginia
$789K -$8.54K -188 -1%
GDF
1224
Graham & Dodd Fund
New York
$787K -$598K -13,172 -43%
CWA
1225
Constellation Wealth Advisors
New York
$786K -$15.7K -346 -2%
47 48
49
50 51