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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 Q4 2014 it was held by 27 managers with an aggregate reported value of $36.16B, which is 4.68% of the combined portfolio.

As of Q4 2014, 27 tracked institutional managers held WFC (WELLS FARGO & CO NEW) with an aggregate reported value of $36.16B4.68% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2014
Ticker
WFC

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

Long holders

1Warren Buffett - Berkshire Hathaway 23.23%-463,458,123$25.41B
2Dodge & Cox - Dodge & Cox3.69%Reduce -0.2%72,473,721$3.97B
3Christopher Davis - Davis Advisors 7.31%Reduce -8.9%41,205,254$2.26B
4Bill Nygren - Oakmark Funds3.09%Reduce -0.2%36,257,760$1.99B
5Thomas Russo - Gardner Russo & Quinn7.29%Reduce -0.2%14,607,509$800.78M
6John Armitage - Egerton Capital4.08%Reduce -24.5%5,555,693$304.56M
7Tweedy Browne Co. - Tweedy Browne Value Fund7.24%Reduce -0.7%5,160,107$282.88M
8Mairs & Power Growth Fund - Mairs & Power Growth Fund2.14%Reduce -3.1%2,811,002$154.1M
9Yacktman Asset Management - Yacktman Asset Management0.63%Reduce -50.3%2,790,575$152.98M
10David Abrams - Abrams Capital Management7.87%-2,770,000$151.85M
11Richard Pzena - Pzena Investment Management0.73%Reduce -19.9%2,507,783$137.48M
12Sarah Ketterer - Causeway Capital Management3.27%Add +10.7%1,838,094$113.28M
13Wallace Weitz - Weitz Investment Management2.95%Reduce -16.0%1,925,266$105.54M
14Steven Check - Check Capital Management10.88%Add +14.5%1,784,478$97.83M
15Daily Journal Corp (Charlie Munger) - Daily Journal Corp64.48%-1,591,800$87.26M
16David Katz - Matrix Asset Advisors3.94%Reduce -1.6%637,425$34.94M
17Greenhaven Associates - Greenhaven Associates0.45%New455,500$24.97M
18Stanley Druckenmiller - Duquesne Family Office LLC2.43%New453,000$24.83M
19Valley Forge Capital Management - Valley Forge Capital Management1.91%Add +9.5%294,302$16.13M
20Torray Funds - Torray Funds1.19%Reduce -25.0%258,914$14.19M
21Ruane Cunniff LP - Ruane Cunniff LP0.07%Reduce -20.4%234,530$12.86M
22Bruce Berkowitz - Fairholme Capital0.11%-149,600$8.2M
23Guy Spier - Aquamarine Capital4.18%New115,000$6.3M
24Prem Watsa - Fairfax Financial Holdings0.25%-69,300$3.8M
25Third Avenue Management - Third Avenue Management0.02%Add +255.4%16,701$916K
26First Eagle - First Eagle Investment Management0.00%-1,800$99K

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 -98.1%2,400$132K
Loading holder history for WFC