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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 %
GIA
1501
Guyasuta Investment Advisors
Pennsylvania
$230K – – –
VC
1502
Vicus Capital
Pennsylvania
$227K +$227K +5,008 New
IHL
1503
Investment House LLC
California
$224K +$224K +4,925 New
GHA
1504
GW Henssler & Associates
Georgia
$223K +$223K +4,923 New
MA
1505
Marshwinds Advisory
Georgia
$222K -$8.54K -188 -4%
CCA
1506
Conestoga Capital Advisors
Pennsylvania
$222K – – –
FWM
1507
Focused Wealth Management
New York
$216K +$1.45K +32 +0.7%
FCFC
1508
First Commonwealth Financial Corp
Pennsylvania
$215K -$20.4K -450 -9%
SCA
1509
STALEY CAPITAL ADVISERS
Pennsylvania
$215K +$215K +4,736 New
RP
1510
Reinhart Partners
Wisconsin
$211K +$211K +4,650 New
HR
1511
Howe & Rusling
New York
$210K -$136K -2,999 -39%
HL
1512
HeadInvest LLC
Maine
$210K -$65.9K -1,450 -24%
WSCM
1513
Wellington Shields Capital Management
New York
$209K -$20.4K -450 -9%
SHWM
1514
Smith & Howard Wealth Management
Georgia
$209K – – –
VCM
1515
Vigilant Capital Management
Maine
$209K +$45.5K +1,000 +28%
JGUA
1516
John G. Ullman & Associates
New York
$209K +$209K +4,606 New
AT
1517
Acadia Trust
Maine
$209K +$209K +4,606 New
OAM
1518
Oberweis Asset Management
Illinois
$208K +$208K +4,574 New
ZF
1519
Zhang Financial
Michigan
$208K +$208K +4,590 New
TCM
1520
Tradewinds Capital Management
Washington
$207K +$207K +4,566 New
DTL
1521
Dynamic Technology Lab
Singapore
$205K +$205K +4,500 New
CFA
1522
Capstone Financial Advisors
Illinois
$205K +$205K +4,518 New
JIP
1523
Jaffetilchin Investment Partners
Florida
$204K -$657K -14,471 -76%
CAW
1524
Cornerstone Advisors (Washington)
Washington
$204K – – –
SWM
1525
Segment Wealth Management
Texas
$203K +$203K +4,465 New
59 60
61
62 63