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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 %
CAL
1426
Capital Analysts LLC
Pennsylvania
$335K +$9.08K +200 +3%
BFG
1427
Bouchey Financial Group
New York
$334K +$334K +7,160 New
Eagle Capital Management (New York)
1428
Eagle Capital Management (New York)
New York
$331K – – –
WPP
1429
Whalerock Point Partners
Rhode Island
$331K +$331K +7,300 New
FIM
1430
Fernwood Investment Management
Massachusetts
$327K +$327K +7,200 New
KFA
1431
Kelleher Financial Advisors
New York
$325K – – –
MCMT
1432
Moon Capital Management (Tennessee)
Tennessee
$325K +$24.3K +535 +8%
CHJWM
1433
Carlton Hofferkamp & Jenks Wealth Management
Texas
$324K +$90.6K +2,000 +39%
DDC
1434
DF Dent & Co
Maryland
$320K – – –
SNBOSD
1435
Security National Bank of So Dak
Iowa
$319K – – –
SC
1436
Saybrook Capital
North Carolina
$318K – – –
GCM
1437
Graham Capital Management
Connecticut
$318K +$318K +7,000 New
HC
1438
Highmount Capital
New York
$317K – – –
FIMG
1439
Financial & Investment Management Group
Michigan
$315K +$4.58K +101 +1%
BGDI
1440
BW Gestao de Investimentos
Brazil
$315K +$315K +6,945 New
BIA
1441
Biondo Investment Advisors
Pennsylvania
$314K – – –
GMA
1442
Goldstein Munger & Associates
California
$313K – – –
CYG
1443
Clean Yield Group
Vermont
$311K -$27.3K -600 -8%
CCC
1444
Chelsea Counsel Company
California
$310K -$2.68K -59 -0.9%
AW
1445
Alpha Windward
Massachusetts
$308K -$1.32K -29 -0.4%
BFA
1446
Beaumont Financial Advisors
Massachusetts
$308K +$72.6K +1,600 +31%
WPIC
1447
White Pine Investment Company
Michigan
$307K – – –
ARMC
1448
American Research & Management Company
Massachusetts
$305K -$9.08K -200 -3%
PWAG
1449
Polaris Wealth Advisory Group
California
$305K – – –
KFS
1450
Kurt F. Somerville
$304K – – –
56 57
58
59 60