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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 %
FOAM
451
Five Oceans Asset Management
Australia
$14.6M -$375K -9,079 -3%
QI
452
Qualcomm Inc
California
$14.6M – – –
SLI
453
Sumitomo Life Insurance
Japan
$14.6M +$93.6K +2,264 +0.6%
RC
454
Randolph Company
Ohio
$14.6M – – –
First Trust Advisors
455
First Trust Advisors
Illinois
$14.5M -$1.73M -41,868 -11%
LC
456
Loews Corp
New York
$14.5M -$2.07M -50,000 -13%
MIS
457
Morningstar Investment Services
Illinois
$14.4M +$1.31M +31,693 +10%
LIA
458
LS Investment Advisors
Michigan
$14.3M +$273K +6,618 +2%
CFB
459
Cullen/Frost Bankers
Texas
$14.3M +$623K +15,070 +5%
QF
460
QVT Financial
New York
$14.2M -$3.1M -75,000 -18%
GHA
461
Garcia Hamilton & Associates
Texas
$14.2M -$1M -24,239 -7%
SIM
462
Sentry Investment Management
Wisconsin
$13.9M +$3.54M +85,700 +34%
PP
463
Palladium Partners
Virginia
$13.9M +$49.5K +1,199 +0.4%
FIM
464
Frontier Investment Management
Texas
$13.8M -$40.5K -980 -0.3%
MCM
465
MAI Capital Management
Ohio
$13.6M +$981K +23,733 +8%
MCC
466
Mid Continent Capital
Illinois
$13.6M +$246K +5,950 +2%
BSPF
467
British Steel Pension Fund
United Kingdom
$13.5M -$853K -20,633 -6%
TAM
468
Trillium Asset Management
Massachusetts
$13.2M -$1.79M -43,347 -12%
GIM
469
Greylin Investment Management
Virginia
$13.2M +$12.4K +300 +0.1%
CIBC World Market
470
CIBC World Market
Ontario, Canada
$13.2M +$1.77M +42,883 +15%
ABC
471
Associated Banc-Corp
Wisconsin
$13.1M +$265K +6,414 +2%
Connor, Clark & Lunn Investment Management (CC&L)
472
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.1M +$1.93M +45,500 +17%
BIC
473
Beach Investment Counsel
Pennsylvania
$13M -$5.42M -131,270 -29%
FTIOP
474
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12.9M +$631K +15,282 +5%
BCM
475
Boltwood Capital Management
California
$12.6M -$41.3K -1,000 -0.3%
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