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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$7.23B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.82B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
Franklin Resources
Franklin Resources
California
$2.12B
5
Capital Research Global Investors
Capital Research Global Investors
California
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWITC
251
Stewart West Indies Trading Company
Colorado
$51M – – –
T
252
Thomaspartners
Massachusetts
$50.5M +$6.91M +167,177 +16%
NI
253
Numeric Investors
Massachusetts
$50.3M -$9.48M -229,500 -16%
CIC
254
Chilton Investment Company
Connecticut
$50.2M +$3.27M +79,245 +7%
AC
255
Alleghany Corporation
New York
$50M +$10.8M +261,000 +28%
RJA
256
Raymond James & Associates
Florida
$46.3M -$710K -17,176 -2%
DekaBank Deutsche Girozentrale
257
DekaBank Deutsche Girozentrale
Germany
$46.1M +$401K +9,744 +0.9%
OI
258
Oakbrook Investments
Illinois
$45.6M -$2.39M -57,961 -5%
GH
259
GAM Holding
Switzerland
$45.5M -$9.4M -227,506 -17%
VDBMI
260
Van Den Berg Management I
Texas
$45.5M -$556K -13,457 -1%
CNB
261
City National Bank
California
$45.4M -$429K -10,374 -0.9%
SCM
262
Stevens Capital Management
Pennsylvania
$45.3M +$45.3M +1,096,625 New
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$44.7M -$2.14M -51,875 -5%
Fidelity International
264
Fidelity International
Bermuda
$44.5M +$2.17M +52,625 +5%
VFAM
265
Valley Forge Asset Management
Pennsylvania
$44.3M -$4.12M -99,620 -8%
NRECA
266
National Rural Electric Cooperative Association
Virginia
$44.1M +$2.22M +53,789 +5%
DL
267
Delta Lloyd
Netherlands
$44.1M -$1.28M -30,876 -3%
TAM
268
Todd Asset Management
Kentucky
$44M -$577K -13,968 -1%
MIP
269
Mondrian Investment Partners
United Kingdom
$43.7M -$1.02M -24,600 -2%
JPMPWA
270
J.P. Morgan Private Wealth Advisors
California
$43.5M +$787K +19,051 +2%
SIA
271
Sit Investment Associates
Minnesota
$43.4M -$340K -8,230 -0.8%
MSA
272
Mason Street Advisors
Wisconsin
$42.9M -$27.2M -658,757 -39%
SAM
273
Sentinel Asset Management
Vermont
$42.5M -$1.28M -31,020 -3%
Lazard Asset Management
274
Lazard Asset Management
New York
$42.5M -$1.3M -31,489 -3%
TCM
275
Tran Capital Management
California
$41.3M -$19.4M -470,670 -32%
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