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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
1
Capital World Investors
California
$7.35B
2
LPLP
2
Lansdowne Partners Limited Partnership
United Kingdom
$1.09B
3
State Street
3
State Street
Massachusetts
$9.76B
4
VAM
4
Vontobel Asset Management
New York
$207M
5
Goldman Sachs
5
Goldman Sachs
New York
$886M

Top Sellers

1
Citigroup
1
Citigroup
New York
$345M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$61.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3B
4
Morgan Stanley
4
Morgan Stanley
New York
$805M
5
MCM
5
Marsico Capital Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1451
Hamel Associates
New Jersey
$304K +$304K +6,692 New
WA
1452
WESPAC Advisors
California
$304K +$304K +6,706 New
BCM
1453
Brookstone Capital Management
Illinois
$303K +$303K +6,683 New
KL
1454
Kinsight LLC
Alabama
$301K – – –
WCM
1455
Windsor Capital Management
Arizona
$300K -$3.68K -81 -1%
WPW
1456
Waldron Private Wealth
Pennsylvania
$299K +$299K +6,588 New
LWI
1457
Long Wharf Investors
Massachusetts
$294K -$18.4K -406 -6%
CM
1458
Capital Management
Virginia
$292K -$15.2K -335 -5%
BBPWM
1459
Blue Bell Private Wealth Management
Pennsylvania
$290K +$290K +6,377 New
FTI
1460
Fiduciary Trust International
Massachusetts
$286K -$359K -7,904 -56%
CPA
1461
Court Place Advisors
Maryland
$286K +$286K +6,300 New
Kayne Anderson Rudnick Investment Management
1462
Kayne Anderson Rudnick Investment Management
California
$285K – – –
GP
1463
Girard Partners
Pennsylvania
$285K +$285K +6,288 New
EGA
1464
E&G Advisors
Texas
$284K +$284K +6,250 New
PCM
1465
Palisade Capital Management
New Jersey
$282K +$282K +6,222 New
AB
1466
Atlas Brown
Kentucky
$279K +$10.2K +226 +4%
CAM
1467
ClariVest Asset Management
California
$275K -$691K -15,200 -72%
CFG
1468
CKW Financial Group
Hawaii
$274K +$274K +6,040 New
AIM
1469
Arcadia Investment Management
Michigan
$272K – – –
TA
1470
Teton Advisors
New York
$272K – – –
DAS
1471
Dynamic Advisor Solutions
Arizona
$270K +$270K +5,940 New
CL
1472
Croft-Leominster
Maryland
$267K -$9.08K -200 -3%
Verition Fund Management
1473
Verition Fund Management
Connecticut
$266K -$331K -7,275 -55%
MIP
1474
Marietta Investment Partners
Wisconsin
$263K – – –
GCP
1475
GSA Capital Partners
United Kingdom
$262K -$3.09M -67,933 -92%
57 58
59
60 61