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WFC - WELLS FARGO & CO NEW

This page shows which of the focused investors we track hold WFC and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2013 it was held by 22 managers with an aggregate reported value of $27.59B, which is 4.53% of the combined portfolio.

As of Q2 2013, 22 tracked institutional managers held WFC (WELLS FARGO & CO NEW) with an aggregate reported value of $27.59B — 4.53% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2013
Ticker
WFC

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Warren Buffett - Berkshire Hathaway 20.81%Add +1.1%463,131,623$19.11B
2Dodge & Cox - Dodge & Cox3.63%Reduce -1.3%74,139,268$3.06B
3Christopher Davis - Davis Advisors 6.33%Reduce -5.7%60,400,962$2.49B
4Bill Nygren - Oakmark Funds2.57%Add +1.0%29,720,979$1.23B
5Thomas Russo - Gardner Russo & Quinn6.51%Add +6.7%13,532,418$558.48M
6Tweedy Browne Co. - Tweedy Browne Value Fund5.51%Reduce -0.2%5,339,395$220.36M
7Yacktman Asset Management - Yacktman Asset Management0.94%Add +25027.5%4,824,487$199.11M
8Mairs & Power Growth Fund - Mairs & Power Growth Fund2.72%Reduce -1.2%3,442,714$142.08M
9Richard Pzena - Pzena Investment Management0.84%Reduce -0.1%3,065,076$126.5M
10Wallace Weitz - Weitz Investment Management4.25%Reduce -2.9%2,542,200$104.92M
11Steven Check - Check Capital Management13.92%Add +7.1%1,989,839$82.12M
12Leon Cooperman - Leon Cooperman1.05%Reduce -0.1%1,654,900$68.3M
13Prem Watsa - Fairfax Financial Holdings2.20%-1,323,663$54.61M
14Valley Forge Capital Management - Valley Forge Capital Management3.16%New1,172,802$48.4M
15David Katz - Matrix Asset Advisors4.28%Add +0.1%742,744$30.65M
16Sarah Ketterer - Causeway Capital Management3.06%Reduce -0.2%660,600$28.97M
17Torray Funds - Torray Funds3.43%-381,700$15.75M
18Bruce Berkowitz - Fairholme Capital0.08%Reduce -99.0%151,400$6.25M
19Ruane Cunniff LP - Ruane Cunniff LP0.02%Add +1.5%89,850$3.71M
20Hillman Value Fund - Hillman Value Fund1.31%New21,724$939K
21First Eagle - First Eagle Investment Management0.00%-1,800$74K

Call holders — bullish via leverage

1 manager holds call options on WFC — a right to buy at strike. Notional value, not premium.

1Steven Check - Check Capital ManagementReduce -2.5%158,400$6.54M
Loading holder history for WFC…