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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 %
FCBT
301
First Citizens Bank & Trust
North Carolina
$35.2M +$1.68M +40,565 +5%
Natixis Advisors
302
Natixis Advisors
Massachusetts
$34.9M +$3.6M +87,044 +12%
TU
303
TDAM USA
Ontario, Canada
$34.7M -$9.86M -238,530 -22%
MAMU
304
Marathon Asset Management (UK)
United Kingdom
$34.6M +$3.14M +76,038 +10%
TCM
305
Tetrem Capital Management
Manitoba, Canada
$34.3M -$9.15M -221,420 -21%
GMI
306
Greystone Managed Investments
Saskatchewan, Canada
$34.3M +$3.48M +84,320 +11%
WF
307
Welch & Forbes
Massachusetts
$34.3M +$575K +13,905 +2%
KBC Group
308
KBC Group
Belgium
$34.3M -$307K -7,433 -0.9%
CAM
309
Capstone Asset Management
Texas
$33.4M -$4.44M -107,421 -12%
SAC
310
Smith Affiliated Capital
New York
$33.1M -$33M – –
ELC
311
Edgar Lomax Company
Virginia
$33M -$2.98M -72,150 -8%
VRS
312
Virginia Retirement Systems
Virginia
$33M -$4.49M -108,734 -12%
ALA
313
Atherton Lane Advisers
California
$32.3M -$1.2M -29,046 -4%
DILH
314
Dai-ichi Life Holdings
Japan
$32.2M -$8.58M -207,642 -21%
MAM
315
Martingale Asset Management
Massachusetts
$32.1M -$1.23M -29,709 -4%
SBCM
316
Schwerin Boyle Capital Management
Massachusetts
$31.9M -$31.9K -772 -0.1%
HCM
317
Habrok Capital Management
United Kingdom
$31.4M -$7.81M -189,000 -20%
HCM
318
Highbridge Capital Management
New York
$31.3M +$20.9M +504,669 +200%
AII
319
AGF Investments Inc
Ontario, Canada
$30.8M – – –
MIH
320
Madison Investment Holdings
Wisconsin
$30.7M -$4.71M -113,908 -13%
HNB
321
Huntington National Bank
Ohio
$30.6M +$95.6K +2,313 +0.3%
RCM
322
Riverhead Capital Management
Delaware
$30.2M -$211K -5,100 -0.7%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$30.2M -$2.94M -71,065 -9%
RHBC
324
R.H. Bluestein & Co
Michigan
$30M +$808K +19,547 +3%
MAA
325
Matrix Asset Advisors
New York
$30M -$713K -17,251 -2%
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