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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 %
NLGIA
476
Nippon Life Global Investors Americas
New York
$12.5M -$732K -17,720 -6%
Daiwa Securities Group
477
Daiwa Securities Group
Japan
$12.4M -$1.16M -28,174 -9%
KCA
478
KR Capital Advisors
New York
$12.4M +$674K +16,300 +6%
AF
479
Ally Financial
Michigan
$12.4M +$2.27M +55,000 +22%
HCM
480
Horan Capital Management
Maryland
$12.2M -$264K -6,385 -2%
CCM
481
Chilton Capital Management
Texas
$12.2M -$16.1K -390 -0.1%
MCTIC
482
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$12.1M -$9.17K -222 -0.1%
WIC
483
Willis Investment Counsel
Georgia
$12.1M – – –
LMGAM
484
Liberty Mutual Group Asset Management
Massachusetts
$12.1M +$2.33M +56,426 +24%
MSU
485
Maple Securities USA
New Jersey
$12M +$4.84M +117,194 +67%
STI
486
Susquehanna Trust & Investment
Pennsylvania
$12M -$264K -6,400 -2%
WCM
487
Winton Capital Management
United Kingdom
$11.9M -$509K -12,315 -4%
BP
488
Banyan Partners
Florida
$11.9M +$2.21M +53,552 +23%
WTC
489
WhitTier Trust Company
Nevada
$11.9M +$63.2K +1,530 +0.5%
DM
490
Delphi Management
Massachusetts
$11.9M -$459K -11,104 -4%
SCCM
491
Schafer Cullen Capital Management
New York
$11.8M +$2.61M +63,116 +28%
AAM
492
Advisors Asset Management
Colorado
$11.8M +$1.3M +31,402 +12%
CPSAC
493
Chas P. Smith & Associates (CPS)
Florida
$11.7M +$1.25M +30,143 +12%
AT
494
Arvest Trust
Oklahoma
$11.7M -$72.4K -1,752 -0.6%
BCM
495
Bluefin Capital Management
New York
$11.6M -$2.83M -69,012 -20%
CCM
496
Covington Capital Management
California
$11.5M +$290K +7,011 +3%
OWP
497
Obermeyer Wealth Partners
Colorado
$11.5M -$51.6K -1,248 -0.4%
AFG
498
American Financial Group
Ohio
$11.2M -$2.81M -68,000 -20%
Ninety One (UK)
499
Ninety One (UK)
United Kingdom
$11.2M – – –
VWM
500
Valley Wealth Managers
New Jersey
$11.2M -$3.84K -93 -0%
18 19
20
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