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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
+$577M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$507M
3
Morgan Stanley
Morgan Stanley
New York
+$334M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$331M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$243M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$478M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$319M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$314M
4
Franklin Resources
Franklin Resources
California
-$293M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCIM
376
Russell Clark Investment Management
United Kingdom
$21.6M -$401K -9,700 -2%
CIA
377
CCM Investment Advisers
South Carolina
$21.5M +$1.46M +35,420 +7%
CCM
378
Cadence Capital Management
Massachusetts
$21.4M +$11.2M +271,753 +110%
JAM
379
JCIC Asset Management
Ontario, Canada
$21.2M +$1.11M +26,800 +6%
ACM
380
Alta Capital Management
Utah
$21M +$490K +11,849 +2%
LI
381
LMCG Investments
Massachusetts
$20.9M -$1.11M -26,873 -5%
ECM
382
Estabrook Capital Management
New York
$20.8M -$1.18M -28,658 -5%
AAM
383
AMI Asset Management
California
$20.8M +$310K +7,496 +2%
CI
384
Cooper Investors
Australia
$20.5M +$1.42M +34,303 +7%
FT
385
Fiduciary Trust
Massachusetts
$20.5M +$1.15M +27,864 +6%
DIA
386
Dana Investment Advisors
Wisconsin
$20.5M +$200K +4,849 +1%
PSUF
387
People's United Financial
Connecticut
$20.5M -$313K -7,586 -2%
OAC
388
OMERS Administration Corp
Ontario, Canada
$20.3M – – –
KWILP
389
Kiwi Wealth Investments Limited Partnership
New Zealand
$20.1M +$127K +3,066 +0.6%
KIA
390
KCM Investment Advisors
California
$19.9M -$335K -8,100 -2%
B
391
BP
United Kingdom
$19.8M – – –
WSFS
392
Wilmington Savings Fund Society
Delaware
$19.4M +$2.16M +52,379 +13%
MCM
393
McKinley Capital Management
Alaska
$19.3M -$241K -5,830 -1%
AIM
394
Avity Investment Management
Connecticut
$19.1M -$734K -17,765 -4%
VDI
395
Vaughan David Investments
Illinois
$19.1M -$81.4K -1,969 -0.4%
Mirae Asset Global Investments
396
Mirae Asset Global Investments
South Korea
$19M +$9.86M +238,738 +107%
WT
397
Wilmington Trust
Delaware
$18.7M +$146K +3,530 +0.8%
BFS
398
Bradley Foster & Sargent
Connecticut
$18.7M +$2.63M +63,596 +16%
DCM
399
Donaldson Capital Management
Indiana
$18.6M +$338K +8,177 +2%
BSA
400
Braun Stacey Associates
New York
$18.4M -$540K -13,060 -3%
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