WFC icon

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 %
JCM
1651
JD Capital Management
Connecticut
– -$484K -11,719 Closed
MCM
1652
Matarin Capital Management
New York
– -$477K -11,555 Closed
MMLI
1653
Massachusetts Mutual Life Insurance
Massachusetts
– -$463K -11,201 Closed
BP
1654
BBR Partners
New York
– -$454K -10,991 Closed
AAMU
1655
AEGON Asset Management (UK)
United Kingdom
– -$382K -9,247 Closed
FCH
1656
Freestone Capital Holdings
Washington
– -$263K -7,581 Closed
TC
1657
TradeLink Capital
Illinois
– -$269K -6,501 Closed
TC
1658
Telemus Capital
Michigan
– -$254K -6,158 Closed
ICM
1659
IMS Capital Management
Oregon
– -$246K -5,963 Closed
RPGK
1660
Retirement Planning Group (Kansas)
Kansas
– -$223K -5,403 Closed
SIM
1661
Sigma Investment Management
Oregon
– -$222K -5,384 Closed
CMBA
1662
C.M. Bidwell & Associates
Hawaii
– -$212K -5,125 Closed
QC
1663
QCM Cayman
Texas
– -$212K -5,122 Closed
ICM
1664
Ionic Capital Management
New York
– -$165K -4,000 Closed
USGIU
1665
U.S. Global Investors (USGI)
Texas
– -$132K -3,200 Closed
TF
1666
Trutina Financial
Washington
– -$106K -2,557 Closed
CFSG
1667
Community Financial Services Group
Vermont
– -$71K -1,715 Closed
BIM
1668
Bridgecreek Investment Management
Oklahoma
– -$17K -418 Closed
PFO
1669
Pathstone Family Office
New Jersey
– -$4K -95 Closed
63 64 65 66
67