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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 %
VNA
1376
VNBTrust National Association
Virginia
$407K – – –
FBP
1377
Flippin Bruce & Porter
Virginia
$406K -$11.7K -259 -3%
TNB
1378
Thomasville National Bank
Georgia
$404K +$74.7K +1,644 +23%
LWM
1379
Lenox Wealth Management
Ohio
$403K +$403K +8,878 New
AAS
1380
Annex Advisory Services
Wisconsin
$402K -$12.5K -275 -3%
HB
1381
Homrich & Berg
Georgia
$402K +$402K +8,844 New
ACM
1382
Argyle Capital Management
Pennsylvania
$401K – – –
WPC
1383
Waters Parkerson & Co
Louisiana
$400K +$58.4K +1,287 +17%
Manulife (Manufacturers Life Insurance)
1384
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$398K -$10.8K -238,932 -3%
BOS
1385
Bingham Osborn & Scarborough
California
$397K -$56.6K -1,247 -12%
ACM
1386
Aviance Capital Management
Florida
$397K -$13.6K -300 -3%
EWA
1387
EP Wealth Advisors
California
$390K -$8.45K -186 -2%
PFA
1388
Pure Financial Advisors
California
$390K +$40.2K +885 +11%
BG
1389
Bollard Group
Massachusetts
$389K -$153K -3,374 -28%
HPCM
1390
High Pointe Capital Management
Illinois
$389K -$51.4K -1,130 -12%
AP
1391
Atwood & Palmer
Missouri
$389K +$12.3K +271 +3%
NPIT
1392
National Penn Investors Trust
Pennsylvania
$388K +$16.2K +357 +4%
GD
1393
Grandfield & Dodd
New York
$386K -$49.9K -1,100 -11%
SIC
1394
Sigma Investment Counselors
Michigan
$385K -$13.3K -293 -3%
TFF
1395
Timothy F. Fidgeon
$384K – – –
HF
1396
Hoxton Financial
West Virginia
$384K +$384K +8,467 New
AF
1397
Allworth Financial
California
$382K -$129K -2,845 -25%
PFS
1398
Prospera Financial Services
Texas
$382K -$127K -2,793 -25%
IPC
1399
Independent Portfolio Consultants
Florida
$380K +$71.7K +1,579 +23%
EIM
1400
Emerson Investment Management
Massachusetts
$379K +$13.6K +300 +4%
54 55
56
57 58