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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 %
PWM
1526
ParenteBeard Wealth Management
Pennsylvania
$202K +$202K +4,445 New
VST
1527
Van Strum & Towne
California
$201K +$201K +4,424 New
CL
1528
CFS LLC
Oklahoma
$200K – – –
WI
1529
Wedgewood Investors
Pennsylvania
$200K +$200K +4,407 New
NYLT
1530
New York Life Trust
New York
$191K -$9.48K -209 -5%
IT
1531
Investors Trust
Texas
$190K -$36.2K -796 -16%
RIA
1532
Regal Investment Advisors
Michigan
$187K +$108K +2,368 +136%
CPA
1533
Cowen Prime Advisors
New York
$185K -$1.78K -39 -1%
PIA
1534
Piedmont Investment Advisors
North Carolina
$169K -$5.68M -125,056 -97%
LIM
1535
Longfellow Investment Management
Massachusetts
$165K – – –
Flossbach Von Storch
1536
Flossbach Von Storch
Germany
$159K +$159K +3,500 New
PFA
1537
Paradigm Financial Advisors
Missouri
$145K +$145K +3,185 New
DBT
1538
Dubuque Bank & Trust
Iowa
$143K – – –
S
1539
SignatureFD
Georgia
$133K +$3.18K +70 +2%
WA
1540
Winfield Associates
Ohio
$132K +$132K +2,897 New
WA
1541
WealthTrust-Arizona
Arizona
$117K -$957 -21 -0.8%
BCMIO
1542
Beacon Capital Management Inc (Ohio)
Ohio
$116K +$116K +2,549 New
KCPG
1543
Kavar Capital Partners Group
Kansas
$115K +$115K +2,552 New
PCM
1544
Prelude Capital Management
New York
$114K +$114K +2,500 New
SCG
1545
Strategic Capital Group
Washington
$113K -$94.8K -2,090 -46%
BCI
1546
Brinker Capital Investments
Pennsylvania
$112K -$1.14K -25 -1%
TCCM
1547
Timber Creek Capital Management
Massachusetts
$107K +$11.3K +250 +12%
SC
1548
Saturna Capital
Washington
$105K – – –
MMH
1549
Menora Mivtachim Holdings
Israel
$104K -$24.7K -547 -19%
LFG
1550
LifePlan Financial Group
Ohio
$103K – – –
60 61
62
63 64