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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 %
ACP
651
Ashfield Capital Partners
California
$5.97M -$11.7K -283 -0.2%
CWM
652
Calamos Wealth Management
Illinois
$5.96M +$2.91M +70,424 +95%
JMFC
653
J.M. Forbes & Co
Massachusetts
$5.92M +$2.93M +71,039 +98%
CCIA
654
Campbell & Co Investment Adviser
Maryland
$5.88M +$5.6M +135,430 +2,000%
BIM
655
Bridges Investment Management
Nebraska
$5.79M +$276K +6,679 +5%
RJFSA
656
Raymond James Financial Services Advisors
Florida
$5.77M -$3.63M -87,781 -39%
LTFS
657
Ladenburg Thalmann Financial Services
Florida
$5.71M -$25.8K -623 -0.4%
CTA
658
Chesley Taft & Associates
Illinois
$5.71M +$294K +7,106 +5%
FBB
659
Fulton Breakefield Broenniman
Maryland
$5.68M +$45.7K +1,106 +0.8%
CAN
660
Cetera Advisor Networks
California
$5.67M +$888K +21,494 +19%
SIC
661
Salem Investment Counselors
North Carolina
$5.66M +$220K +5,325 +4%
FNFDCM
662
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.65M +$185K +4,485 +3%
PNC
663
Park National Corp
Ohio
$5.63M -$43.5K -1,052 -0.8%
Rafferty Asset Management
664
Rafferty Asset Management
New York
$5.6M -$2.76M -66,753 -33%
IA
665
Icon Advisers
Colorado
$5.6M -$5.96M -144,220 -52%
QI
666
Quotient Investors
New York
$5.59M – – –
PWM
667
Patriot Wealth Management
Texas
$5.58M +$5.58M +135,113 New
FAAM
668
First Allied Asset Management
California
$5.58M +$445K +10,730 +9%
TCOV
669
Trust Company of Vermont
Vermont
$5.57M +$55.2K +1,335 +1%
AC
670
Addenda Capital
Quebec, Canada
$5.57M +$275K +6,650 +5%
BIC
671
Bridges Investment Counsel
Nebraska
$5.56M +$365K +8,824 +7%
SPC
672
Stewart & Patten Company
California
$5.53M +$88.8K +2,150 +2%
CA
673
Continental Advisors
Utah
$5.53M -$41.3K -1,000 -0.7%
YL
674
YCG LLC
Texas
$5.51M +$343K +8,275 +7%
HAI
675
Hennessy Advisors Inc
California
$5.5M +$620K +15,000 +13%
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