• WACHOVIA CORP NEW Ownership Breakdown

  • Ownership Breakdown: WB

    as of 7/5/08
    Large Block Holder Type Number  
    Institutions 1,166
     
    Total Number of Shares Held
    2.16 B
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 2,167
    Other Major 26
    Total Number of Large Block Holders 3,359
  • Top 10 Institutional Holders: WB

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Dodge & Cox 124.93 M 3.37 B 2.32% 5.78% Low
    State Street Global Advisors (US) 71.26 M 1.92 B 0.37% 3.30% Low
    Barclays Global Investors, N.A. 67.84 M 1.83 B 0.25% 3.14% Low
    Vanguard Group, Inc. 61.02 M 1.65 B 0.30% 2.83% Low
    Capital Research Global Investors 56.2 M 1.52 B 0.32% 2.60% Medium
    Fidelity Management & Research 45.03 M 1.22 B 0.18% 2.09% Low
    ICW Group 28.89 M 780.03 M 65.50% 1.34% Low
    Capital World Investors 27.03 M 729.81 M 0.16% 1.25% Medium
    Hotchkis and Wiley Capital Management, LLC 22.93 M 619.19 M 3.07% 1.06% Low
    AllianceBernstein L.P. 18.95 M 511.73 M 0.15% 0.88% Low

    Total % of Shares Owned by:

    Top 10 Holders
    24.27%
    Top 25 Holders
    34.52%
    Top 50 Holders
    42.44%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: WB

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Dodge & Cox Stock Fund 69.19 M 1.87 B 3.50% 3.20% Low
    Fidelity Growth & Income Fund 22.52 M 656.48 M 4.23% 1.04% Medium
    Dodge & Cox Balanced Fund 22.12 M 597.24 M 3.61% 1.02% Low
    American Funds Investment Company of America 21.23 M 573.13 M 0.93% 0.98% Low
    Vanguard 500 Index Fund 18.84 M 508.67 M 0.46% 0.87% Low
    Davis New York Venture Fund 14.14 M 412.04 M 0.90% 0.65% Low
    American Funds Washington Mutual Investors Fund 13.64 M 397.72 M 0.55% 0.63% Low
    Vanguard Total Stock Market Index Fund 14.05 M 379.42 M 0.37% 0.65% Low
    Fidelity Equity-Income Fund 12.58 M 366.84 M 1.31% 0.58% Low
    SPDR Trust Series 1 13.44 M 319.94 M 0.41% 0.62% Low

    Total % of Shares Owned by:

    Top 10 Holders
    10.27%
    Top 25 Holders
    16.91%
    Top 50 Holders
    20.72%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: WB

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Rady (Ernest S) 35.87 M 1.10 B 1.66% Low
    BNP Paribas Arbitrage SA 5.02 M 135.62 M 0.23% High
    Goodwin (William H Jr) 1.56 M 47.64 M 0.07% Low
    Alleghany Corporation 460,000 12.42 M 0.02% Low
    Thompson (G Kennedy) 795,648 12.36 M 0.04% Low
    Jenkins (Benjamin P III) 400,202 11.67 M 0.02% Low
    KBC Group NV 391,077 10.56 M 0.02% Medium
    Carroll (David M) 314,229 9.16 M 0.01% Low
    Cummings (Stephen E) 304,441 8.87 M 0.01% Low
    Smith (Lanty L) 260,000 7.96 M 0.01% Medium

    Total % of Shares Owned by:

    Top 10 Holders
    2.10%
    Top 25 Holders
    2.12%
    Top 50 Holders
    2.12%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.