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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 %
OIA
1276
Optimum Investment Advisors
Illinois
$637K +$24.7K +544 +4%
CCA
1277
Checchi Capital Advisers
California
$633K +$633K +13,940 New
FANJ
1278
Financial Architects (New Jersey)
New Jersey
$632K +$107K +2,347 +20%
ARTA
1279
A.R.T. Advisors
New York
$632K +$632K +13,935 New
IUAM
1280
Itau USA Asset Management
New York
$631K – – –
NAM
1281
Needelman Asset Management
California
$630K +$4.54K +100 +0.7%
BFEC
1282
Benjamin F. Edwards & Company
Missouri
$629K +$4.73K +104 +0.8%
MIC
1283
Meridian Investment Counsel
California
$628K +$628K +13,831 New
ACI
1284
Advance Capital I
Michigan
$627K – – –
BCM
1285
Boyle Capital Management
Iowa
$624K – – –
GIM
1286
Gyrus Investment Management
Ontario, Canada
$611K -$6.66M -138,029 -92%
Capstone Investment Advisors
1287
Capstone Investment Advisors
New York
$607K +$56.4K +1,244 +10%
DHFB
1288
Dixon Hubard Feinour & Brown
Virginia
$604K -$22.7K -500 -4%
DD
1289
Dominick & Dominick
New York
$595K -$137K -3,015 -19%
MBT
1290
Monroe Bank & Trust
Michigan
$593K +$56.9K +1,252 +11%
TH
1291
TCTC Holdings
Texas
$591K +$54.5K +1,200 +10%
ASN
1292
Advisory Services Network
Georgia
$589K +$105K +2,311 +22%
AIM
1293
Acuity Investment Management
Ontario, Canada
$586K -$6.15M -135,300 -91%
MWNA
1294
Marshall Wace North America
New York
$581K +$581K +12,800 New
WFG
1295
Wills Financial Group
Virginia
$581K +$581K +12,814 New
EAM
1296
Evanson Asset Management
California
$579K +$579K +12,757 New
TWM
1297
Torch Wealth Management
Ohio
$578K +$578K +12,730 New
MPAM
1298
Murphy Pohlad Asset Management
Minnesota
$573K – – –
FIM
1299
Fruth Investment Management
Texas
$569K +$15.5K +341 +3%
TIM
1300
Thompson Investment Management
Wisconsin
$567K -$5.68K -125 -1%
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52
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