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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 %
FM
701
Family Management
New York
$5.14M -$1.25M -30,200 -20%
MHIC
702
Marble Harbor Investment Counsel
Massachusetts
$5.14M -$4.13K -100 -0.1%
ST
703
Spinnaker Trust
Maine
$5.1M +$111K +2,686 +2%
MPM
704
Meritage Portfolio Management
Kansas
$5.09M +$40.7K +984 +0.8%
PAM
705
PartnerRe Asset Management
Connecticut
$5.09M -$784K -18,975 -13%
CFM
706
Country Fund Management
Illinois
$5.08M -$417K -10,100 -8%
MPIA
707
Mountain Pacific Investment Advisers
Idaho
$5.07M +$22.7K +550 +0.5%
BA
708
Boston Advisors
Massachusetts
$5.07M +$192K +4,639 +4%
PAM
709
Private Asset Management
California
$5.07M +$358K +8,654 +8%
BHTS
710
Bar Harbor Trust Services
Maine
$5.04M +$148K +3,585 +3%
WAM
711
Wallington Asset Management
Indiana
$5M +$64.9K +1,570 +1%
AB
712
Amalgamated Bank
New York
$4.99M -$125K -3,019 -2%
CCM
713
Catawba Capital Management
Virginia
$4.99M -$106K -2,563 -2%
Mariner
714
Mariner
Kansas
$4.99M -$469K -11,346 -9%
FMBTD
715
First Midwest Bank Trust Division
Illinois
$4.99M +$423K +10,239 +9%
Creative Planning
716
Creative Planning
Kansas
$4.97M +$856K +20,717 +21%
FBA
717
Front Barnett Associates
Illinois
$4.95M -$399K -9,667 -7%
CCG
718
Cypress Capital Group
Florida
$4.93M +$15K +364 +0.3%
WG
719
Winchester Group
New York
$4.88M -$143K -3,450 -3%
BMO
720
Beck Mack & Oliver
New York
$4.87M +$14.1K +342 +0.3%
EAM
721
EULAV Asset Management
Florida
$4.84M -$33.1K -800 -0.7%
MIM
722
Marco Investment Management
Georgia
$4.84M +$124 +3 +0%
SIC
723
SFE Investment Counsel
California
$4.83M -$128K -3,105 -3%
RS
724
Robeco Schweiz
Switzerland
$4.82M +$260K +6,247 +6%
FNB
725
First Niagara Bank
New York
$4.81M +$83.7K +2,025 +2%
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