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 Q1 2014 it was held by 24 managers with an aggregate reported value of $33.71B, which is 4.71% of the combined portfolio.
As of Q1 2014, 24 tracked institutional managers held WFC (WELLS FARGO & CO NEW) with an aggregate reported value of $33.71B — 4.71% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2014
- Ticker
- WFC
13F data is delayed and excludes shorts/non-13F assets.
Long holders
| 1 | Warren Buffett - Berkshire Hathaway | 21.79% | - | 463,458,123 | $23.05B |
| 2 | Dodge & Cox - Dodge & Cox | 3.69% | Reduce -0.1% | 72,553,999 | $3.61B |
| 3 | Christopher Davis - Davis Advisors | 6.99% | Reduce -11.3% | 51,060,078 | $2.54B |
| 4 | Bill Nygren - Oakmark Funds | 3.12% | Add +11.1% | 34,983,436 | $1.74B |
| 5 | Thomas Russo - Gardner Russo & Quinn | 7.06% | Add +1.1% | 14,689,097 | $730.64M |
| 6 | John Armitage - Egerton Capital | 8.81% | Add +166.8% | 11,627,465 | $578.35M |
| 7 | Tweedy Browne Co. - Tweedy Browne Value Fund | 6.08% | Reduce -0.0% | 5,310,180 | $264.13M |
| 8 | Yacktman Asset Management - Yacktman Asset Management | 0.99% | Reduce -0.7% | 4,753,749 | $236.45M |
| 9 | Richard Pzena - Pzena Investment Management | 1.01% | Reduce -10.7% | 3,554,823 | $176.82M |
| 10 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 2.35% | Add +0.3% | 3,193,534 | $158.85M |
| 11 | David Abrams - Abrams Capital Management | 10.90% | - | 2,770,000 | $137.78M |
| 12 | Wallace Weitz - Weitz Investment Management | 3.90% | Reduce -1.2% | 2,455,070 | $122.12M |
| 13 | Steven Check - Check Capital Management | 12.03% | Add +3.3% | 1,901,083 | $94.56M |
| 14 | Sarah Ketterer - Causeway Capital Management | 3.82% | Add +16.6% | 1,624,445 | $85M |
| 15 | Daily Journal Corp (Charlie Munger) - Daily Journal Corp | 61.27% | - | 1,591,800 | $79.18M |
| 16 | David Katz - Matrix Asset Advisors | 4.18% | Reduce -4.1% | 702,840 | $34.96M |
| 17 | Torray Funds - Torray Funds | 3.22% | Add +0.1% | 381,900 | $19M |
| 18 | Ruane Cunniff LP - Ruane Cunniff LP | 0.08% | Add +220.7% | 287,710 | $14.31M |
| 19 | Valley Forge Capital Management - Valley Forge Capital Management | 1.38% | Reduce -59.9% | 256,603 | $12.76M |
| 20 | Bruce Berkowitz - Fairholme Capital | 0.08% | - | 149,600 | $7.44M |
| 21 | Greenhaven Associates - Greenhaven Associates | 0.09% | New | 92,000 | $4.58M |
| 22 | Prem Watsa - Fairfax Financial Holdings | 0.24% | - | 69,300 | $3.45M |
| 23 | First Eagle - First Eagle Investment Management | 0.00% | - | 1,800 | $90K |
Call holders — bullish via leverage
1 manager holds call options on WFC — a right to buy at strike. Notional value, not premium.
| 1 | Steven Check - Check Capital Management | - | 183,400 | $9.12M |
Loading holder history for WFC…