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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 %
ST
626
Stifel Trust
Missouri
$6.55M +$627K +15,165 +11%
CL
627
CIM LLC
New York
$6.54M +$133K +3,230 +2%
VC
628
Vestor Capital
Illinois
$6.43M +$191K +4,631 +3%
DWT
629
Dorsey & Whitney Trust
South Dakota
$6.43M -$475K -11,487 -7%
TCM
630
Tufton Capital Management
Maryland
$6.41M -$127K -3,085 -2%
AP
631
Archon Partners
New Jersey
$6.41M -$2.85M -69,000 -31%
GIM
632
Gyrus Investment Management
Ontario, Canada
$6.4M +$3.78K +89 +0.1%
SCM
633
Stux Capital Management
New York
$6.37M -$764K -18,500 -11%
FAM
634
Fred Alger Management
New York
$6.33M -$2.02M -48,779 -24%
PP
635
Patten & Patten
Tennessee
$6.32M +$1.2M +29,045 +23%
CI
636
Conning Inc
Connecticut
$6.32M +$36.2K +877 +0.6%
CCT
637
Chemung Canal Trust
New York
$6.27M +$40.7K +985 +0.7%
CC
638
ClearArc Capital
Ohio
$6.26M -$468K -11,314 -7%
HCMNY
639
Howard Capital Management (New York)
New York
$6.25M +$244K +5,909 +4%
Capital Fund Management (CFM)
640
Capital Fund Management (CFM)
France
$6.2M +$6.2M +150,134 New
AIP
641
Ameritas Investment Partners
Nebraska
$6.2M +$4.23M +102,270 +214%
HI
642
HBK Investments
Texas
$6.19M +$6.19M +149,900 New
DIA
643
Denver Investment Advisors
Colorado
$6.19M -$48.3K -1,170 -0.8%
FCM
644
Fairholme Capital Management
Florida
$6.18M -$74.4K -1,800 -1%
DY
645
Dowling & Yahnke
California
$6.18M +$69.5K +1,683 +1%
DP
646
Delta Partners
Massachusetts
$6.18M – – –
AIM
647
Acuity Investment Management
Ontario, Canada
$6.11M -$878K -21,300 -13%
PGFC
648
Peapack-Gladstone Financial Corp
New Jersey
$6.07M -$263K -6,370 -4%
MAM
649
Mizuho Asset Management
Japan
$6.06M -$3.1M -75,084 -34%
FAT
650
First American Trust
California
$6.01M -$45.1K -1,091 -0.7%
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