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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
$7.35B
2
LPLP
Lansdowne Partners Limited Partnership
United Kingdom
$1.09B
3
State Street
State Street
Massachusetts
$9.76B
4
VAM
Vontobel Asset Management
New York
$207M
5
Goldman Sachs
Goldman Sachs
New York
$886M

Top Sellers

1
Citigroup
Citigroup
New York
$345M
2
Capital Research Global Investors
Capital Research Global Investors
California
$61.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$3B
4
Morgan Stanley
Morgan Stanley
New York
$805M
5
MCM
Marsico Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPA
1326
Fieldpoint Private Advisors
New York
$498K +$79.4K +1,750 +19%
FMWA
1327
Forvis Mazars Wealth Advisors
Missouri
$496K +$2.81K +62 +0.6%
RIG
1328
Renaissance Investment Group
Massachusetts
$494K -$2.27K -50 -0.5%
SAS
1329
Spectrum Advisory Services
Georgia
$494K – – –
WA
1330
WBH Advisory
Maryland
$490K +$136 +3 +0%
KTC
1331
Kistler-Tiffany Companies
Pennsylvania
$488K +$14.1K +311 +3%
CAM
1332
CMT Asset Management
Illinois
$488K +$488K +10,739 New
BEAM
1333
Baker Ellis Asset Management
Washington
$479K – – –
PAS
1334
Partnervest Advisory Services
California
$478K -$31.9K -703 -6%
CRC
1335
Curi RMB Capital
Illinois
$478K -$11.5K -253 -2%
CK
1336
Carnick & Kubik
Colorado
$478K -$21.6K -475 -4%
IFLIT
1337
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$477K – – –
FNBOH
1338
First National Bank of Hutchinson
Kansas
$469K -$36.2K -797 -7%
PWW
1339
Pettyjohn Wood & White
Virginia
$465K -$18.5K -407 -4%
FNBTCON
1340
First National Bank & Trust Co of Newtown
Pennsylvania
$465K – – –
EB
1341
Eastern Bank
Massachusetts
$459K -$564K -12,428 -55%
LPC
1342
Loeb Partners Corp
New York
$457K +$457K +10,062 New
IIC
1343
Ironwood Investment Counsel
Arizona
$456K +$8.4K +185 +2%
ZTNA
1344
Zions Trust National Association
Utah
$454K – – –
GIM
1345
Goelzer Investment Management
Indiana
$452K – – –
CL
1346
CPWM LLC
Washington
$452K +$8.53K +188 +2%
YIA
1347
YHB Investment Advisors
Connecticut
$447K +$8.77K +193 +2%
WA
1348
Waverly Advisors
Alabama
$447K +$339K +7,480 +315%
OCM
1349
Osterweis Capital Management
California
$443K -$64.6K -1,423 -13%
CI
1350
Capital International
California
$440K – – –
52 53
54
55 56