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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 %
RMDI
426
R.M. Davis Inc
Maine
$16.4M +$293K +7,085 +2%
DIA
427
Davidson Investment Advisors
Montana
$16.3M -$2.23M -53,941 -12%
BPBT
428
Boston Private Bank & Trust
Massachusetts
$16.3M -$158K -3,822 -1%
RW
429
Rand Wealth
Maryland
$16.3M +$393K +9,507 +2%
TMAM
430
Tokio Marine Asset Management
Japan
$16.1M -$786K -19,018 -5%
Janney Montgomery Scott
431
Janney Montgomery Scott
Pennsylvania
$15.9M +$13.2M +320,513 +502%
BT
432
Brandywine Trust
Delaware
$15.8M – – –
TIP
433
Torray Investment Partners
Maryland
$15.8M – – –
GC
434
Guardian Capital
Ontario, Canada
$15.6M +$11M +267,421 +240%
SL
435
Summitry LLC
California
$15.6M -$20.2K -488 -0.1%
WT
436
Whittier Trust
California
$15.6M -$1.61M -38,955 -9%
AMI
437
Amica Mutual Insurance
Rhode Island
$15.5M -$3.9M -94,358 -20%
SIP
438
Stoneridge Investment Partners
Pennsylvania
$15.5M -$224K -5,425 -1%
FDCC
439
Foster Dykema Cabot & Co
Massachusetts
$15.5M +$10.7K +260 +0.1%
DAM
440
Delta Asset Management
Tennessee
$15.4M +$160K +3,863 +1%
CWP
441
Capital Wealth Planning
Florida
$15.4M -$426K -10,309 -3%
V
442
Veritable
Delaware
$15.3M +$113K +2,728 +0.7%
CIM
443
Calvert Investment Management
Maryland
$15M -$83.2K -2,013 -0.6%
TAM
444
Tocqueville Asset Management
New York
$15M +$344K +8,326 +2%
PL
445
Perpetual Ltd
Australia
$14.9M -$826K -20,000 -5%
ST
446
Sabal Trust
Florida
$14.9M +$14.9M +359,639 New
ANI
447
American National Insurance
Texas
$14.9M – – –
WI
448
Wafra Inc
New York
$14.8M -$1.97M -47,750 -12%
NRS
449
Neville Rodie & Shaw
New York
$14.8M +$403K +9,750 +3%
GAM
450
Griffin Asset Management
New York
$14.7M +$7.34M +177,769 +100%
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