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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 %
LRPA
1401
L. Roy Papp & Associates
Arizona
$377K +$31.8K +701 +9%
FHC
1402
First Houston Capital
Texas
$377K +$377K +8,300 New
SOADOR
1403
State of Alaska Department of Revenue
Alaska
$375K +$64.5K +1,420 +21%
CAS
1404
CTC Alternative Strategies
Illinois
$372K -$424K -9,350 -53%
CCP
1405
Clarkston Capital Partners
Michigan
$370K +$102K +2,239 +38%
FNBOMD
1406
First National Bank of Mount Dora
Florida
$369K – – –
TT
1407
Tiedemann Trust
Delaware
$368K +$66.8K +1,473 +22%
GAM
1408
Gotham Asset Management
New York
$366K -$5.54M -121,993 -94%
GSBTD
1409
Glenview State Bank Trust Department
Illinois
$365K +$365K +8,052 New
MPMG
1410
Minneapolis Portfolio Management Group
Minnesota
$362K – – –
RU
1411
RobecoSam USA
New York
$362K +$27.8K +614 +8%
VF
1412
Virtu Financial
New York
$361K -$620K -13,660 -63%
PFBT
1413
Parkside Financial Bank & Trust
Missouri
$361K -$185K -4,074 -34%
PMFA
1414
Plante Moran Financial Advisors
Michigan
$361K +$58K +1,276 +19%
HCM
1415
Highlander Capital Management
New Jersey
$360K – – –
WDA
1416
Wendell David Associates
New Hampshire
$358K -$31.5K -700 -8%
LBC
1417
Lawrence B. Cohen
$357K +$12.7K +280 +4%
PLFAM
1418
Pineno Levin & Ford Asset Management
Virginia
$349K +$27.3K +600 +8%
PHAM
1419
Palisades Hudson Asset Management
Florida
$348K – – –
BCM
1420
Blume Capital Management
California
$346K +$346K +7,615 New
GA
1421
Glenhill Advisors
New York
$342K -$3.97M -87,451 -92%
IH
1422
IFC Holdings
Florida
$341K +$43K +948 +14%
RSVP
1423
Ramsay Stattman Vela & Price
Colorado
$338K -$11.4K -250 -3%
SAM
1424
Summit Asset Management
Tennessee
$337K – – –
FGP
1425
Foyston, Gordon, & Payne
Ontario, Canada
$337K – – –
55 56
57
58 59