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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 %
SSG
601
Summit Securities Group
New York
$7.26M +$4.47M +108,200 +160%
MYLI
602
Meiji Yasuda Life Insurance
Japan
$7.26M -$382K -9,237 -5%
WB
603
Webster Bank
Connecticut
$7.24M -$7.12M -172,213 -50%
OA
604
OFI Advisors
Pennsylvania
$7.21M -$352K -8,519 -5%
MIM
605
Midwest Investment Management
Ohio
$7.2M +$2.47M +59,710 +52%
MC
606
Middleton & Co
Massachusetts
$7.18M +$244K +5,907 +4%
CDH
607
Charles D. Hyman
$7.14M +$176K +4,267 +3%
KRSITF
608
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.11M +$7.11M +172,150 New
GCA
609
Guardian Capital Advisors
Ontario, Canada
$7.05M +$432K +10,479 +7%
SCI
610
S&CO Inc
Massachusetts
$7.03M -$37.2K -900 -0.5%
GIM
611
Grassi Investment Management
California
$7.02M -$481K -11,629 -6%
BBI
612
Baxter Bros Inc
Connecticut
$6.93M +$247K +5,973 +4%
PWLP
613
Prio Wealth Limited Partnership
Massachusetts
$6.88M -$285K -6,900 -4%
FAAS
614
First Allied Advisory Services
California
$6.82M +$1.59M +38,412 +30%
Truist Financial
615
Truist Financial
North Carolina
$6.76M -$1.5M -36,288 -18%
MERSOM
616
Municipal Employees' Retirement System of Michigan
Michigan
$6.75M +$6.75M +163,300 New
BONST
617
Bank of Nova Scotia Trust
Ontario, Canada
$6.74M +$245K +5,920 +4%
WF
618
WealthTrust Fairport
Ohio
$6.74M -$25.9K -627 -0.4%
PRA
619
Parametric Risk Advisors
Connecticut
$6.72M -$4.52M -109,358 -40%
RG
620
Rathbones Group
United Kingdom
$6.7M +$593K +14,350 +10%
SCA
621
Stieven Capital Advisors
Missouri
$6.66M +$4.13K +100 +0.1%
WI
622
WHV Investments
California
$6.63M -$717K -17,355 -10%
CIP
623
Convergence Investment Partners
Florida
$6.63M +$4.03M +97,471 +155%
DBG
624
De Burlo Group
Massachusetts
$6.61M +$1.83M +44,200 +38%
AIM
625
AMI Investment Management
Indiana
$6.61M +$70.3K +1,701 +1%
23 24
25
26 27