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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 %
MOACM
351
Mutual of America Capital Management
New York
$24.5M -$553K -13,385 -2%
WA
352
Wasatch Advisors
Utah
$24.4M +$24.4M +591,338 New
FIM
353
Foresters Investment Management
New York
$23.9M +$1.03M +25,000 +5%
Fiera Capital (Canada)
354
Fiera Capital (Canada)
Quebec, Canada
$23.9M +$3.2M +77,646 +15%
BCM
355
Bridgeway Capital Management
Texas
$23.9M +$7.3M +176,600 +44%
ESBC
356
E.S. Barr & Co
Kentucky
$23.8M -$132K -3,194 -0.6%
TSW
357
Thompson Siegel & Walmsley
Virginia
$23.7M -$8.44M -204,142 -26%
BF
358
BOK Financial
Oklahoma
$23.7M +$3.32M +80,252 +16%
HighTower Advisors
359
HighTower Advisors
Illinois
$23.7M +$5.63M +136,174 +31%
CC
360
Cadinha & Co
Hawaii
$23.6M +$69.5K +1,683 +0.3%
BC
361
Bartlett & Co
Ohio
$23.4M -$371K -8,989 -2%
William Blair & Company
362
William Blair & Company
Illinois
$23.3M +$9.68M +234,188 +71%
Millennium Management
363
Millennium Management
New York
$23.3M +$12.9M +313,167 +125%
PIM
364
Perkins Investment Management
Illinois
$23.2M +$3.96M +95,855 +21%
OPCM
365
Osborne Partners Capital Management
California
$23M +$889K +21,521 +4%
LPL Financial
366
LPL Financial
California
$22.7M +$2.53M +60,538 +13%
WB
367
WesBanco Bank
West Virginia
$22.7M +$297K +7,185 +1%
CC
368
Carlson Capital
Texas
$22.7M +$22.7M +548,200 New
PTC
369
Philadelphia Trust Company
Pennsylvania
$22.4M -$11.8M -285,449 -35%
HPC
370
HM Payson & Co
Maine
$22.3M +$637K +15,425 +3%
WTNA
371
Wilmington Trust National Association
Delaware
$22.1M +$1.33M +32,296 +6%
M&T Bank
372
M&T Bank
New York
$21.9M -$209K -5,064 -0.9%
CGT
373
Capital Guardian Trust
California
$21.9M -$3.25M -78,775 -13%
ONB
374
Old National Bancorp
Indiana
$21.8M +$172K +4,159 +0.8%
HCM
375
Heathbridge Capital Management
Ontario, Canada
$21.8M +$59.5K +1,400 +0.3%
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