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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 %
CC
1301
Cornerstone Capital
California
$564K – – –
SP
1302
Sarasin & Partners
United Kingdom
$557K +$557K +12,262 New
BHC
1303
Bowen Hanes & Co
Florida
$552K – – –
ECM
1304
Ensemble Capital Management
California
$550K -$63.8K -1,405 -10%
MLL
1305
Moody Lynn & Lieberson
Massachusetts
$548K +$19.9K +439 +4%
FBT
1306
Founders Bank & Trust
Michigan
$548K +$87K +1,968 +19%
DWM
1307
Destination Wealth Management
California
$546K +$546K +12,029 New
MA
1308
MCF Advisors
Kentucky
$529K -$784K -15,768 -60%
MCM
1309
Moore Capital Management
New York
$522K -$20.8K -459 -4%
BSW
1310
Buckingham Strategic Wealth
Missouri
$518K -$48.2K -1,061 -9%
EFSCE
1311
Enterprise Financial Services Corp (EFSC)
Missouri
$518K +$20.5K +452 +4%
DAC
1312
Dividend Assets Capital
South Carolina
$517K – – –
NL
1313
NWAM LLC
Washington
$516K -$353K -7,772 -41%
M
1314
MOTCO
Texas
$516K -$25.4K -560 -5%
AB
1315
AT Bancorp
Iowa
$516K -$7.93K -175 -2%
11A
1316
10-15 Associates
New York
$511K -$7.34K -162 -1%
OPTFSNA
1317
Old Point Trust & Financial Services N A
Virginia
$510K -$32.1K -706 -6%
MHS
1318
M Holdings Securities
Oregon
$510K +$510K +11,238 New
OC
1319
Oarsman Capital
Wisconsin
$509K -$203K -4,458 -28%
FCIM
1320
Fairview Capital Investment Management
California
$508K – – –
PHS
1321
Pekin Hardy Strauss
Illinois
$508K +$182 +4 +0%
IIM
1322
Ipswich Investment Management
Massachusetts
$504K -$5.08K -112 -1%
SCM
1323
Sterneck Capital Management
Missouri
$502K +$18.2K +400 +4%
CP
1324
Camelot Portfolios
Ohio
$501K – – –
GIA
1325
GHP Investment Advisors
Colorado
$499K +$25.2K +555 +5%
51 52
53
54 55