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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 %
Capital International Investors
126
Capital International Investors
California
$195M – – –
USAA
127
United Services Automobile Association
Texas
$193M +$12.4M +273,231 +7%
Loomis, Sayles & Company
128
Loomis, Sayles & Company
Massachusetts
$191M -$3.88M -85,506 -2%
AIM
129
abrdn Investment Management
United Kingdom
$190M -$95.4M -2,100,826 -33%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$190M -$1.15M -25,336 -0.6%
Retirement Systems of Alabama
131
Retirement Systems of Alabama
Alabama
$185M +$147K +3,237 +0.1%
AQR Capital Management
132
AQR Capital Management
Connecticut
$185M -$3.53M -77,796 -2%
BIP
133
Brandes Investment Partners
California
$183M -$16.8M -369,734 -8%
GIA
134
Gateway Investment Advisers
Ohio
$182M -$19.6M -432,459 -10%
Pzena Investment Management
135
Pzena Investment Management
New York
$181M +$3.35M +73,891 +2%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$176M -$40.1M -883,271 -19%
Bessemer Group
137
Bessemer Group
New Jersey
$173M +$2.2M +48,545 +1%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$173M -$831K -18,305 -0.5%
PI
139
PGGM Investments
Netherlands
$172M -$2.41M -52,985 -1%
OAMG
140
Odey Asset Management Group
United Kingdom
$172M +$15.3M +336,533 +10%
AAM
141
Aberdeen Asset Management
United Kingdom
$169M +$32.3M +719,770 +24%
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$167M +$13.1M +289,098 +9%
Diamond Hill Capital Management
143
Diamond Hill Capital Management
Ohio
$166M +$2.56M +56,325 +2%
JFL
144
Jarislowsky, Fraser Ltd
Quebec, Canada
$166M -$1.9M -41,817 -1%
Lord, Abbett & Co
145
Lord, Abbett & Co
New Jersey
$166M -$125M -2,745,703 -43%
SOMRS
146
State of Michigan Retirement System
Michigan
$165M -$27.2K -600 -0%
CM
147
CS McKee
Pennsylvania
$164M -$34.1M -751,551 -17%
TGCM
148
Tukman Grossman Capital Management
California
$161M -$4.05M -89,300 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
149
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$161M +$85.8M +1,889,600 +114%
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$161M -$3.5M -77,126 -2%
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6
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