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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 %
CG
1226
Clinton Group
New York
$778K -$1M -22,133 -56%
PWAP
1227
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$774K -$90.9K -2,002 -11%
FAM
1228
Formidable Asset Management
Ohio
$764K +$5.94K +131 +0.8%
CCM
1229
Condor Capital Management
New Jersey
$763K -$764K -16,828 -50%
RP
1230
Riverbridge Partners
Minnesota
$761K – – –
ANTB
1231
AMG National Trust Bank
Colorado
$758K +$26.5K +583 +4%
CBN
1232
Cadence Bank NA
Texas
$757K -$44.8K -987 -6%
FHC
1233
First Heartland Consultants
Missouri
$755K +$21.1K +465 +3%
CFA
1234
Cahill Financial Advisors
Minnesota
$755K +$755K +16,611 New
WIS
1235
Wright Investors Service
Connecticut
$752K +$136 +3 +0%
GC
1236
Gratry & Company
Ohio
$748K -$47.1K -1,037 -6%
BIM
1237
Baldwin Investment Management
Pennsylvania
$748K – – –
HSA
1238
HBK Sorce Advisory
Pennsylvania
$739K -$180K -3,973 -20%
JC
1239
Jacobs & Co
California
$736K -$3.18K -70 -0.4%
WC
1240
Whitnell & Co
Illinois
$729K -$5.58K -123 -0.8%
PCA
1241
PL Capital Advisors
Florida
$726K – – –
MMG
1242
Monetary Management Group
Missouri
$717K +$18.2K +400 +3%
PWM
1243
Perigon Wealth Management
California
$712K +$712K +15,692 New
CA
1244
Cetera Advisors
Colorado
$704K +$147K +3,236 +26%
KIA
1245
King Investment Advisors
Texas
$703K -$47.7K -1,050 -6%
LJHT
1246
Laurie J. Hall Trustee
$702K – – –
BCM
1247
Becker Capital Management
Oregon
$702K +$32.2K +710 +5%
BCM
1248
BBT Capital Management
Texas
$701K – – –
IOOF
1249
Independent Order of Foresters
Ontario, Canada
$694K – – –
KG
1250
Killen Group
Pennsylvania
$693K +$27.2K +600 +4%
48 49
50
51 52