WFC icon

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 %
KCM
1476
Kornitzer Capital Management
Kansas
$261K -$11.3K -250 -4%
DMC
1477
Drexel Morgan & Co
Pennsylvania
$260K -$85.9K -1,890 -25%
VCAM
1478
Van Cleef Asset Management
Ohio
$260K +$25K +551 +11%
DAM
1479
Doheny Asset Management
California
$255K – – –
SM
1480
Salzhauer Michael
$255K +$255K +5,619 New
SBWM
1481
Sunflower Bank Wealth Management
Arizona
$253K +$253K +5,571 New
NCMG
1482
NCM Capital Management Group
North Carolina
$249K -$9.51K -210 -4%
BOS
1483
Bank of Stockton
California
$247K -$909 -20 -0.4%
PJSIMP
1484
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K +$247K +5,435 New
FMC
1485
First Merchants Corp
Indiana
$245K -$6.72K -148 -3%
HWA
1486
Heritage Wealth Advisors
Virginia
$245K +$245K +5,371 New
GIM
1487
Groesbeck Investment Management
New Jersey
$241K – – –
VIA
1488
Vantage Investment Advisors
Pennsylvania
$241K +$241K +5,313 New
JWA
1489
JFS Wealth Advisors
Pennsylvania
$240K -$28.5K -627 -11%
OWIM
1490
Old West Investment Management
California
$240K +$240K +5,304 New
SCM
1491
Salem Capital Management
Massachusetts
$239K – – –
AWA
1492
Arete Wealth Advisors
Illinois
$237K +$237K +5,227 New
ACP
1493
Aviance Capital Partners
Florida
$236K -$480K -10,556 -67%
SAMT
1494
Select Asset Management & Trust
Pennsylvania
$236K +$236K +5,216 New
AWS
1495
Aris Wealth Services
Pennsylvania
$234K -$22.8K -503 -9%
SCA
1496
Salient Capital Advisors
Texas
$234K +$3.4K +75 +1%
YP
1497
Yellowstone Partners
Idaho
$234K +$234K +5,144 New
AF
1498
Aldebaran Financial
$234K +$234K +5,160 New
BMM
1499
Buffington Mohr McNeal
Idaho
$232K – – –
CCM
1500
Cutler Capital Management
Massachusetts
$231K – – –
58 59
60
61 62