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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
1
Capital World Investors
California
$6.17B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.05B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.07B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.14B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.23B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.82B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
Franklin Resources
4
Franklin Resources
California
$2.12B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$1.31B -$1.47M -35,598 -0.1%
Harris Associates
27
Harris Associates
Illinois
$1.3B +$73.4M +1,776,849 +6%
Bank of America
28
Bank of America
North Carolina
$1.24B +$97M +2,348,112 +9%
Invesco
29
Invesco
Georgia
$1.08B +$1.96M +47,446 +0.2%
Morgan Stanley
30
Morgan Stanley
New York
$1.05B +$334M +8,075,351 +47%
NEAM
31
New England Asset Management
Connecticut
$1.01B -$347K -8,400 -0%
Legal & General Group
32
Legal & General Group
United Kingdom
$989M -$543K -13,131 -0.1%
BBHC
33
Brown Brothers Harriman & Co
New York
$947M +$26.4M +639,828 +3%
MAA
34
Managed Account Advisors
New Jersey
$899M -$8.43M -204,019 -0.9%
UBS AM
35
UBS AM
Illinois
$869M -$45.2M -1,093,502 -5%
Boston Partners
36
Boston Partners
Massachusetts
$839M +$38.2M +924,845 +5%
Citigroup
37
Citigroup
New York
$759M -$33.9M -820,880 -4%
Fisher Asset Management
38
Fisher Asset Management
Washington
$752M -$2.36M -57,094 -0.3%
LSV Asset Management
39
LSV Asset Management
Illinois
$728M -$7.84M -189,778 -1%
BIM
40
BlackRock Investment Management
Delaware
$659M -$7.73M -187,181 -1%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$654M +$51.4M +1,243,617 +9%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$641M -$21.7M -524,289 -3%
EVM
43
Eaton Vance Management
Massachusetts
$636M -$116M -2,813,929 -15%
Charles Schwab
44
Charles Schwab
California
$626M +$6.15M +148,319 +1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$623M +$8.86M +214,406 +1%
Goldman Sachs
46
Goldman Sachs
New York
$617M -$42.9M -1,038,518 -6%
Prudential Financial
47
Prudential Financial
New Jersey
$612M +$46.2M +1,118,798 +8%
Wells Fargo
48
Wells Fargo
California
$607M +$11M +265,282 +2%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$575M -$2.36M -57,189 -0.4%
GRQ
50
Gardner Russo & Quinn
Pennsylvania
$575M +$15.5M +376,314 +3%
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