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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 %
AI
576
Analytic Investors
California
$8.31M +$47.3K +1,144 +0.6%
SF
577
Synovus Financial
Georgia
$8.25M +$159K +3,859 +2%
MWR
578
McAdams Wright Ragen
Washington
$8.19M +$1.09M +26,386 +15%
RJT
579
Raymond James Trust
Florida
$8.16M +$52.9K +1,281 +0.7%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$8.15M +$8.15M +197,114 New
NB
581
NBT Bank
New York
$8.11M +$1.07M +25,916 +15%
WS
582
Wedbush Securities
California
$8.04M +$117K +2,825 +1%
FBC
583
Fairfield, Bush & Co
Connecticut
$8.01M +$6.95M +168,174 +657%
TTWM
584
TCV Trust & Wealth Management
Virginia
$7.86M +$16.7K +404 +0.2%
WFM
585
Wilmington Funds Management
Delaware
$7.86M -$436K -10,544 -5%
CSM
586
Central Square Management
Illinois
$7.83M +$5.85M +141,700 +296%
MFBTD
587
MB Financial Bank - Trust Department
Illinois
$7.83M +$553K +13,392 +8%
ARC
588
Absolute Return Capital
Massachusetts
$7.79M -$28.2M -682,530 -78%
WAM
589
Wood Asset Management
Florida
$7.79M -$976K -23,620 -11%
FAB
590
First American Bank
Illinois
$7.78M -$24.9K -602 -0.3%
ACM
591
Apex Capital Management
Ohio
$7.74M -$1.91M -46,112 -20%
SIG
592
Schaller Investment Group
North Carolina
$7.7M +$5.7K +138 +0.1%
PRCM
593
Pine River Capital Management
Minnesota
$7.6M +$7.6M +183,813 New
BWP
594
Baldwin Wealth Partners
Massachusetts
$7.58M +$745K +18,029 +11%
BCM
595
Brookmont Capital Management
Texas
$7.57M +$1.31M +31,801 +21%
MCM
596
McRae Capital Management
New Jersey
$7.55M +$9.71K +235 +0.1%
CW
597
Cobiz Wealth
Colorado
$7.55M -$187K -4,521 -2%
DnB Asset Management
598
DnB Asset Management
Norway
$7.53M +$1.06M +25,600 +16%
UOC
599
UBS O'Connor
Illinois
$7.4M +$7.4M +179,086 New
CIC
600
Chase Investment Counsel
Virginia
$7.37M +$7.37M +178,400 New
22 23
24
25 26