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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 %
QAM
501
QCI Asset Management
New York
$11.1M -$135K -3,258 -1%
GG
502
Gofen & Glossberg
Illinois
$11.1M +$203K +4,910 +2%
SC
503
Scotia Capital
Ontario, Canada
$11.1M +$1.2M +28,915 +12%
NLI
504
Nippon Life Insurance
Japan
$11.1M -$504K -12,205 -4%
PP
505
Paloma Partners
Connecticut
$11.1M +$10.8M +261,503 +3,946%
CTI
506
Community Trust & Investment
Kentucky
$11.1M -$46.4K -1,124 -0.4%
UAM
507
UAS Asset Management
New York
$11.1M +$235K +5,685 +2%
GIM
508
Greystone Investment Management
Ohio
$11M -$248K -5,995 -2%
GJCM
509
Grand Jean Capital Management
California
$10.9M -$2.77M -67,025 -20%
CONA
510
Capital One National Association
New York
$10.9M +$1.52M +36,820 +16%
BB
511
Busey Bank
Illinois
$10.8M -$721K -17,461 -6%
PSC
512
Prentiss Smith & Co
Vermont
$10.8M -$67.6K -1,635 -0.6%
SCM
513
Sterling Capital Management
North Carolina
$10.8M +$3.56M +86,125 +49%
CIP
514
Chartwell Investment Partners
Pennsylvania
$10.7M -$90.9K -2,200 -0.8%
SFM
515
Stack Financial Management
Montana
$10.6M +$174K +4,205 +2%
CCMG
516
Clark Capital Management Group
Pennsylvania
$10.6M +$1.32M +31,851 +14%
UFG
517
United Fire Group
Iowa
$10.5M – – –
AC
518
Avenir Corporation
Virginia
$10.5M -$24.8K -600 -0.2%
CAM
519
Cypress Asset Management
Texas
$10.5M +$874K +21,145 +9%
RT
520
Rockland Trust
Massachusetts
$10.4M -$199K -4,823 -2%
LM
521
Lincluden Management
Ontario, Canada
$10.3M -$68.4K -1,655 -0.7%
TCM
522
Twin Capital Management
Pennsylvania
$10.3M -$2.32M -56,110 -18%
PA
523
Profund Advisors
Maryland
$10.3M -$521K -12,603 -5%
FFA
524
First Foundation Advisors
California
$10.1M +$714K +17,273 +8%
NPPM
525
North Point Portfolio Managers
Ohio
$9.99M -$909 -22 -0%
19 20
21
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