WFC icon

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 %
HS
1351
Huntington Steele
Pennsylvania
$440K – – –
GAM
1352
Gould Asset Management
California
$439K – – –
BC
1353
Brinker Capital
Pennsylvania
$437K +$45.7K +1,007 +12%
IC
1354
IKOS CIF
Cyprus
$437K +$437K +9,979 New
PFC
1355
Phocas Financial Corp
California
$433K -$22.3K -490 -5%
FMW
1356
Farr Miller & Washington
District of Columbia
$431K – – –
SFI
1357
SPC Financial Inc
Maryland
$431K +$59K +1,300 +16%
BIM
1358
Barton Investment Management
Pennsylvania
$430K – – –
ACM
1359
Alpha Capital Management
Texas
$429K +$91 +2 +0%
TA
1360
TBP Advisors
New York
$428K – – –
WCM Investment Management
1361
WCM Investment Management
California
$427K +$907 +20 +0.2%
WKA
1362
Wilson Kemp & Associates
Michigan
$427K +$31.8K +700 +8%
CCA
1363
Cobblestone Capital Advisors
New York
$425K -$31.4K -691 -7%
FIB
1364
First Interstate Bank
Montana
$425K -$1.27K -28 -0.3%
LCM
1365
LVM Capital Management
Michigan
$424K – – –
HCM
1366
Hodges Capital Management
Texas
$422K -$14.5K -320 -3%
FBT
1367
First Bankers Trust
Kentucky
$422K +$35.4K +780 +9%
QSS
1368
Quantitative Systematic Strategies
Florida
$420K +$420K +9,226 New
SFM
1369
Systematic Financial Management
New Jersey
$419K – – –
MVA
1370
Mount Vernon Associates
Maryland
$418K -$66.6K -1,465 -14%
JCM
1371
Janney Capital Management
Pennsylvania
$415K +$106K +2,346 +35%
PWP
1372
Private Wealth Partners
California
$414K – – –
RFA
1373
Reilly Financial Advisors
California
$414K +$138K +3,050 +50%
CCT
1374
Country Club Trust
Missouri
$411K -$13.8K -305 -3%
WHRC
1375
W.H. Reaves & Co
New Jersey
$409K -$5.41K -119 -1%
53 54
55
56 57