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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 %
HTHT
1551
Hemenway Trust Hemenway Trust
New Hampshire
$103K +$76.3K +1,680 +285%
CFN
1552
Cordasco Financial Network
Florida
$100K +$100K +2,200 New
BAM
1553
Brave Asset Management
New Jersey
$94K +$94K +2,077 New
MS
1554
Madison Scottsdale
Arizona
$91K -$255K -5,600 -74%
ST
1555
SpiderRock Trading
Illinois
$91K -$21K – –
TCM
1556
TD Capital Management
Tennessee
$90K +$70.7K +1,557 +367%
BOK
1557
Bank of Kentucky
Kentucky
$89K – – –
OC
1558
Oakworth Capital
Alabama
$87K +$87K +1,916 New
HCP
1559
Holt Capital Partners
Texas
$86K +$86K +1,900 New
GI
1560
Gradient Investments
Minnesota
$85K +$31.3K +686 +58%
IMS
1561
Index Management Solutions
Pennsylvania
$84K -$9.97K -220 -11%
ATC
1562
Adirondack Trust Company
New York
$84K – – –
LWM
1563
LBA Wealth Management
Florida
$83K +$83K +1,832 New
First Eagle Investment Management
1564
First Eagle Investment Management
New York
$82K – – –
AFIA
1565
America First Investment Advisors
Nebraska
$77K – – –
MUMSS
1566
Mitsubishi UFJ Morgan Stanley Securities
Japan
$74K – – –
OFS
1567
Orrstown Financial Services
Pennsylvania
$73K -$18.3K -400 -20%
CWM
1568
Cranbrook Wealth Management
Michigan
$65K +$65K +1,428 New
HDIM
1569
Hanson & Doremus Investment Management
Vermont
$64K – – –
PO
1570
Private Ocean
California
$58K +$58K +1,287 New
JAM
1571
Jolley Asset Management
North Carolina
$47K – – –
AAC
1572
Asset Advisors Corp
Georgia
$45K – – –
CRM
1573
Cramer Rosenthal McGlynn
Connecticut
$45K – – –
KFP
1574
Keystone Financial Planning
Ohio
$45K +$45K +1,000 New
KLWA
1575
Kelly Lawrence W & Associates
California
$45K +$45K +1,000 New
61 62
63
64 65