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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 %
CB
326
Commerce Bank
Missouri
$29.5M +$621K +15,027 +2%
RIM
327
RS Investment Management
California
$29.4M +$9.24M +223,600 +46%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$29.4M +$1.03M +24,860 +4%
CSIC
329
Clifford Swan Investment Counsel
California
$29M -$385K -9,310 -1%
Bank of Nova Scotia
330
Bank of Nova Scotia
Ontario, Canada
$28.8M -$15.3M -369,650 -35%
B
331
Baird
Wisconsin
$28.2M +$504K +12,194 +2%
SNC
332
Stifel Nicolaus & Co
Missouri
$28.2M +$841K +20,361 +3%
ECA
333
Endeavour Capital Advisors
Connecticut
$27.9M -$2.17M -52,600 -7%
OCAM
334
Onex Canada Asset Management
Ontario, Canada
$27.9M -$11.8M -284,640 -30%
RCAMU
335
Rothschild & Co Asset Management US
Connecticut
$27.8M -$267K -6,452 -0.9%
ADEF
336
Adams Diversified Equity Fund
Maryland
$27.7M +$4.55M +110,000 +20%
WT
337
Washington Trust
Rhode Island
$27.2M -$4.67M -112,915 -15%
PI
338
PineBridge Investments
New York
$27.1M -$2.03M -49,193 -7%
AIA
339
Affinity Investment Advisors
California
$26.5M -$12.1M -291,804 -31%
BHIA
340
Birch Hill Investment Advisors
Massachusetts
$26.3M -$375K -9,065 -1%
SCM
341
Smead Capital Management
Arizona
$26M +$4.07M +98,579 +19%
AIA
342
Avalon Investment & Advisory
Texas
$26M -$1.43M -34,563 -5%
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$25.9M +$240K +5,801 +0.9%
Parnassus Investments
344
Parnassus Investments
California
$25.8M -$413K -10,000 -2%
JAM
345
Jupiter Asset Management
United Kingdom
$25.7M +$1.43M +34,680 +6%
OAM
346
Origin Asset Management
United Kingdom
$25.6M +$13.2M +318,500 +106%
AIMCA
347
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.2M +$9.02M +218,400 +56%
WBC
348
Westpac Banking Corp
Australia
$25.1M -$31.2M -754,972 -55%
STMM
349
South Texas Money Management
Texas
$24.8M -$846K -20,476 -3%
WIM
350
Waverton Investment Management
United Kingdom
$24.6M +$8.63M +208,920 +54%
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