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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 %
PIM
1576
Parasol Investment Management
Illinois
$43K +$43K +946 New
RI
1577
Redwood Investments
Massachusetts
$36K – – –
VIMU
1578
Veritas Investment Management (UK)
United Kingdom
$32K – – –
TFA
1579
Transamerica Financial Advisors
Florida
$29K -$129K -2,763 -82%
LWA
1580
Lenox Wealth Advisors
New York
$28K +$21.7K +478 +346%
GXMC
1581
Global X Management Company
New York
$27K – – –
AC
1582
Alexandria Capital
Virginia
$27K – – –
HCM
1583
Horrell Capital Management
Arkansas
$26K -$58.4K -1,279 -69%
SMG
1584
Spectrum Management Group
Indiana
$24K +$24K +525 New
UB
1585
UMB Bank
Missouri
$22.1K -$176 -3,870 -0.8%
CBT
1586
Central Bank & Trust
Kentucky
$20K -$45K -995 -69%
JIR
1587
James Investment Research
Ohio
$20K -$38.1K -857 -66%
ACM
1588
Antonetti Capital Management
Florida
$19K – – –
CG
1589
Colony Group
Massachusetts
$19K +$19K +428 New
ST
1590
Somerset Trust
Pennsylvania
$18K +$18K +400 New
WIC
1591
Willis Investment Counsel
Georgia
$15.7K +$2.39K +52,600 +18%
NIM
1592
NuWave Investment Management
New Jersey
$13K -$19.8K -438 -60%
CP
1593
Corbenic Partners
Pennsylvania
$13K – – –
NC
1594
NewSquare Capital
Pennsylvania
$13K – – –
DOA
1595
D'Orazio & Associates
Virginia
$11K +$11K +245 New
FIG
1596
Fusion Investment Group
Pennsylvania
$11K +$11K +250 New
CAL
1597
Capital Advisors Ltd
Ohio
$10K +$10K +213 New
TIM
1598
Tortoise Investment Management
New York
$9K – – –
NHFG
1599
New Harbor Financial Group
Massachusetts
$9K – – –
GGPS
1600
Gary Goldberg Planning Services
New York
$9K – – –
62 63
64
65 66