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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$21B +$14.8M +326,500 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.2B +$88M +1,938,535 +0.8%
State Street
3
State Street
Massachusetts
$9.76B +$268M +5,899,927 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.99B +$48.2M +1,061,500 +0.6%
Capital World Investors
5
Capital World Investors
California
$7.35B +$575M +12,667,000 +8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$6.13B +$49.5M +1,090,496 +0.8%
BIT
7
BlackRock Institutional Trust
California
$5.8B -$17.1M -376,335 -0.3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$4.29B +$88.3M +1,944,340 +2%
Dodge & Cox
9
Dodge & Cox
California
$3.3B -$75.9M -1,672,467 -2%
Northern Trust
10
Northern Trust
Illinois
$3.27B -$72.1M -1,588,417 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3B -$381M -8,393,151 -11%
DSA
12
Davis Selected Advisers
Arizona
$2.61B -$63.1M -1,390,586 -2%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.5B – – –
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$2.47B +$116M +2,558,855 +5%
Franklin Resources
15
Franklin Resources
California
$2.32B -$4.35M -95,764 -0.2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$2.26B +$144M +3,181,563 +7%
BFA
17
BlackRock Fund Advisors
California
$2.03B +$48.4M +1,065,878 +2%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$2B +$39M +859,162 +2%
Norges Bank
19
Norges Bank
Norway
$1.86B -$67.6M -1,488,585 -4%
BG
20
BlackRock Group
United Kingdom
$1.72B -$91.5M -2,014,383 -5%
BA
21
BlackRock Advisors
Delaware
$1.71B +$14.8M +326,510 +0.9%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.65B +$155M +3,407,197 +10%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.65B +$80.2M +1,768,013 +5%
TCIM
24
TIAA CREF Investment Management
New York
$1.59B -$22.7M -500,960 -1%
Ameriprise
25
Ameriprise
Minnesota
$1.47B -$180M -3,972,967 -11%
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