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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 %
SA
1601
SRH Advisors
Kansas
$9K +$9K +200 New
DIA
1602
Denver Investment Advisors
Colorado
$7.19K +$391 +8,618 +6%
OSAM
1603
O'Shaughnessy Asset Management
Connecticut
$7K -$16.7K -351 -70%
SGAM
1604
Smith Group Asset Management
Texas
$7K -$6.39K -136 -48%
JT
1605
Jump Trading
Illinois
$6K -$342K -8,033 -98%
MIM
1606
Marco Investment Management
Georgia
$5.08K -$236 -5,200 -4%
Financial Engines Advisors
1607
Financial Engines Advisors
California
$5K -$5.82K -135 -54%
SEC
1608
Seven Eight Capital
New York
$5K +$5K +100 New
NCM
1609
Nelson Capital Management
California
$4K – – –
EU
1610
Emory University
Georgia
$4K – – –
AA
1611
AlphaMark Advisors
Kentucky
$3K – – –
MAS
1612
Madden Advisory Services
Florida
$3K – – –
MRCM
1613
M&R Capital Management
New Jersey
$2.22K -$12 -273 -0.6%
WCMN
1614
Westchester Capital Management (Nebraska)
Nebraska
$2K +$2K +50 New
SGC
1615
South Georgia Capital
Illinois
$2K +$2K +53 New
PFM
1616
PacWest Financial Management
Arizona
$1.64K -$32 -710 -2%
NDSI
1617
Newman Dignan & Sheerar Inc
Rhode Island
$1.38K -$25 -551 -2%
WTB
1618
Washington Trust Bank
Washington
$1.14K -$1.05M -25,481 Closed
CFA
1619
Camarda Financial Advisors
Florida
$1K +$1K +28 New
MCM
1620
Marsico Capital Management
Colorado
– -$294M -7,126,300 Closed
TCM
1621
Tran Capital Management
California
– -$41.3M -1,000,085 Closed
HCM
1622
Highbridge Capital Management
New York
– -$31.3M -757,060 Closed
OAC
1623
OMERS Administration Corp
Ontario, Canada
– -$20.3M -490,100 Closed
BIM
1624
BRC Investment Management
Colorado
– -$16.5M -398,712 Closed
MIHAS
1625
Maj Invest Holding A/S
Denmark
– -$9.33M -225,691 Closed
63 64
65
66 67