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Wells Fargo
WFC

Overview Fund Activity

1,505 hedge funds and large institutions have $166B invested in Wells Fargo in 2013 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 622 increasing their positions, 606 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,505
Holders Change
+25
Holders Change %
+1.69%
% of All Funds
48.82%
Holding in Top 10
269
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-9.12%
% of All Funds
8.73%
New
89
Increased
622
Reduced
606
Closed
51
Calls
$1.27B
Puts
$1.79B
Net Calls
-$517M
Net Calls Change
-$123M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$6.17B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.05B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.07B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.14B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.23B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.82B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
Franklin Resources
4
Franklin Resources
California
$2.12B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
226
Los Angeles Capital Management
California
$70.5M -$20.2M -488,656 -22%
ICM
227
IronBridge Capital Management
Illinois
$68.5M -$484K -11,710 -0.7%
CCMH
228
Cornerstone Capital Management Holdings
New York
$68.4M -$1.73M -41,776 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
229
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$68.4M +$11.3M +273,207 +20%
TSU
230
TD Securities (USA)
New York
$68.4M -$1.04M -25,129 -1%
HTI
231
Hikari Tsushin Inc
Japan
$67.8M +$1.5M +36,300 +2%
CEP
232
Chicago Equity Partners
Illinois
$66.7M +$4.66M +112,710 +8%
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66.5M -$3.48M -84,300 -5%
Robeco Institutional Asset Management
234
Robeco Institutional Asset Management
Netherlands
$66.2M +$154K +3,736 +0.2%
SF
235
Sarofim Fayez
Texas
$65.9M +$65.9M +1,596,005 New
Macquarie Group
236
Macquarie Group
Australia
$62.4M -$6.89M -166,827 -10%
FAF
237
Fjarde Ap-fonden
Sweden
$62M -$3.9M -94,459 -6%
RIG
238
Roosevelt Investment Group
New York
$61.9M -$3.21M -77,737 -5%
HIMCH
239
Hartford Investment Management Co (HIMCO)
Connecticut
$60.5M -$2.69M -65,001 -4%
ASRS
240
Arizona State Retirement System
Arizona
$58.7M -$975K -23,600 -2%
HFS
241
HL Financial Services
Kentucky
$57.9M +$441K +10,676 +0.8%
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$57.7M -$19M -459,955 -25%
AT
243
Alliance Trust
United Kingdom
$57.5M – – –
AWCI
244
Alpine Woods Capital Investors
New York
$54.9M – – –
1IC
245
1919 Investment Counsel
Maryland
$54.3M +$3.57M +86,336 +7%
Royal London Asset Management
246
Royal London Asset Management
United Kingdom
$53.2M +$739K +17,301 +1%
EIM
247
ExxonMobil Investment Management
Texas
$53.1M -$3.48M -84,101 -6%
ProShare Advisors
248
ProShare Advisors
Maryland
$53M -$13.6M -330,048 -20%
SAM
249
Shell Asset Management
Netherlands
$52M -$586K -14,175 -1%
BCM
250
Basswood Capital Management
New York
$51.1M – – –
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