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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 %
CAG
551
Crestwood Advisors Group
Massachusetts
$9M -$194K -4,701 -2%
APFBOT
552
Amica Pension Fund Board of Trustees
Rhode Island
$8.97M -$745K -18,033 -8%
ACM
553
Argent Capital Management
Missouri
$8.96M +$42.4K +1,025 +0.5%
CAI
554
Capital Advisors Inc
Oklahoma
$8.95M -$28.7K -695 -0.3%
TAM
555
Taurus Asset Management
New York
$8.93M -$1.27M -30,655 -12%
HCMT
556
Highland Capital Management (Tennessee)
Tennessee
$8.84M -$266K -6,435 -3%
ICM
557
ICC Capital Management
Florida
$8.81M -$386K -9,351 -4%
PAM
558
Paradigm Asset Management
New York
$8.8M -$496K -12,000 -5%
GMIM
559
General Motors Investment Management
New York
$8.79M -$1.64M -39,798 -16%
EWM
560
Evercore Wealth Management
New York
$8.77M -$53.7K -1,300 -0.6%
GCM
561
Grisanti Capital Management
New York
$8.74M +$2.65M +64,070 +43%
CIC
562
Cornercap Investment Counsel
Georgia
$8.73M +$17.9K +432 +0.2%
ESCM
563
Echo Street Capital Management
New York
$8.73M -$3.39M -82,000 -28%
HIMC
564
Heritage Investors Management Corp
Maryland
$8.7M +$181K +4,376 +2%
SBWIC
565
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.67M +$86.8K +2,100 +1%
PRC
566
Platte River Capital
Colorado
$8.66M -$655K -15,855 -7%
BPB
567
Badgley, Phelps & Bell
Washington
$8.59M +$8.88K +215 +0.1%
AP
568
Appleton Partners
Massachusetts
$8.57M +$383K +9,258 +5%
BAM
569
Berkshire Asset Management
Pennsylvania
$8.56M +$673K +16,276 +9%
BPM
570
Bowling Portfolio Management
Ohio
$8.55M +$2.33M +56,356 +37%
SAM
571
Scotia Asset Management
Ontario, Canada
$8.54M +$715K +17,297 +9%
FBNAT
572
FirstMerit Bank N.A. Trustee
Ohio
$8.5M +$1.27M +30,633 +18%
HFS
573
Haverford Financial Services
Pennsylvania
$8.47M -$340K -8,238 -4%
MHC
574
Meyer Handelman Company
New York
$8.33M +$795K +19,250 +11%
Jones Financial Companies
575
Jones Financial Companies
Missouri
$8.32M +$872K +21,100 +12%
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