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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 %
FWC
1251
First Washington Corp
Washington
$691K +$45.4K +1,000 +7%
CK
1252
Cohen Klingenstein
New York
$690K – – –
AWA
1253
AmeriServ Wealth Advisors
Pennsylvania
$690K +$177K +3,900 +35%
TIA
1254
Tiemann Investment Advisors
California
$690K +$690K +15,195 New
WG
1255
Welch Group
Alabama
$689K +$2.27K +50 +0.3%
TCOO
1256
Trust Company of Oklahoma
Oklahoma
$686K +$45.4K +1,000 +7%
NAM
1257
NTV Asset Management
West Virginia
$684K +$5.3K +117 +0.8%
HPBT
1258
High Point Bank & Trust
North Carolina
$683K -$5.54K -122 -0.8%
T
1259
TradeWorx
New Jersey
$683K +$304K +6,701 +80%
DDPIC
1260
Deroy & Devereaux Private Investment Counsel
Michigan
$675K – – –
JIC
1261
Joel Isaacson & Co
New York
$672K +$58K +1,278 +9%
HCA
1262
Harbour Capital Advisors
Virginia
$671K +$64.7K +1,425 +11%
WEC
1263
Winslow Evans & Crocker
Massachusetts
$671K +$671K +14,773 New
TWA
1264
TCI Wealth Advisors
Arizona
$670K +$88.9K +1,959 +15%
TWI
1265
Thomas White International
Illinois
$666K -$53.7K -1,183 -7%
TAM
1266
Thornmark Asset Management
Ontario, Canada
$663K -$83K -1,830 -11%
PSI
1267
Pinnacle Summer Investments
Virginia
$662K +$26.4K +582 +4%
UR
1268
USCA RIA
Texas
$661K +$28.4K +625 +4%
BC
1269
Banced Corp
Illinois
$658K -$86.2K -1,899 -12%
WCF
1270
West Coast Financial
California
$658K – – –
CICI
1271
Capital Investment Counsel Inc
North Carolina
$648K +$158K +3,480 +32%
EIA
1272
Edgemoor Investment Advisors
Maryland
$646K -$11.4K -252 -2%
MCM
1273
Manchester Capital Management
Vermont
$642K -$28.4K -625 -4%
ERIM
1274
Eagle Ridge Investment Management
Connecticut
$642K -$7.04K -155 -1%
TFO
1275
Tarbox Family Office
California
$640K +$640K +14,147 New
49 50
51
52 53