WFC icon

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 %
GJIC
676
Gamble Jones Investment Counsel
California
$5.5M +$244K +5,896 +5%
SSA
677
South Street Advisors
New York
$5.48M +$129K +3,130 +2%
MSR
678
Main Street Research
Connecticut
$5.43M +$1.7M +41,236 +46%
IMOV
679
Investment Management of Virginia
Virginia
$5.41M -$141K -3,415 -3%
EOJOAM
680
E. Ohman J:or Asset Management
Sweden
$5.38M +$269K +6,500 +5%
GAM
681
Gotham Asset Management
New York
$5.37M -$25.6M -619,992 -83%
Acadian Asset Management
682
Acadian Asset Management
Massachusetts
$5.36M +$3.14M +75,933 +141%
RA
683
Rational Advisors
New York
$5.35M -$4.13K -100 -0.1%
Northwestern Mutual Wealth Management
684
Northwestern Mutual Wealth Management
Wisconsin
$5.33M -$934K -22,601 -15%
SCM
685
Shelton Capital Management
Colorado
$5.33M +$46.8K +1,132 +0.9%
SHGA
686
Sand Hill Global Advisors
California
$5.33M +$1.58M +38,175 +42%
DPIM
687
Duff & Phelps Investment Management
Illinois
$5.32M +$20.7K +500 +0.4%
PIA
688
Piedmont Investment Advisors
North Carolina
$5.32M -$444K -10,742 -8%
MME
689
Meag Munich Ergo
Germany
$5.26M +$1.55M +37,410 +42%
BFM
690
Boston Financial Management
Massachusetts
$5.24M +$129K +3,120 +3%
LBC
691
Lowe Brockenbrough & Co
Virginia
$5.24M +$100K +2,429 +2%
ECM
692
Evergreen Capital Management
Washington
$5.22M -$3.64K -88 -0.1%
FM
693
Foster & Motley
Ohio
$5.21M +$31.7K +768 +0.6%
VKH
694
Virtu KCG Holdings
New York
$5.2M +$5.2M +125,806 New
OSNBOA
695
Old Second National Bank of Aurora
Illinois
$5.19M -$40.9K -989 -0.8%
P
696
Pitcairn
Pennsylvania
$5.19M -$15.3K -370 -0.3%
Cambridge Investment Research Advisors
697
Cambridge Investment Research Advisors
Iowa
$5.18M +$46K +1,113 +0.9%
BFIC
698
Bedell Frazier Investment Counselling
California
$5.17M +$23.8K +575 +0.5%
TCM
699
Tegean Capital Management
New York
$5.17M – – –
TRCT
700
Tower Research Capital (TRC)
New York
$5.16M +$5.16M +124,887 New
26 27
28
29 30