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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
1
Capital World Investors
California
$6.17B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.05B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.07B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.14B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.23B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.82B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
Franklin Resources
4
Franklin Resources
California
$2.12B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Magellan Asset Management
Australia
$570M +$11.7M +284,329 +2%
LPLP
52
Lansdowne Partners Limited Partnership
United Kingdom
$552M +$119M +2,883,618 +28%
LP
53
Longview Partners
Guernsey
$521M -$231K -5,580 -0%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$512M +$1.42M +34,368 +0.3%
CS
55
Credit Suisse
Switzerland
$498M -$136M -3,281,958 -21%
BlackRock
56
BlackRock
New York
$471M +$13.3M +320,931 +3%
Capital Research Global Investors
57
Capital Research Global Investors
California
$469M -$270M -6,540,000 -37%
Deutsche Bank
58
Deutsche Bank
Germany
$460M -$65.4M -1,582,352 -12%
HL
59
Harding Loevner
New Jersey
$458M +$37.3M +902,488 +9%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$440M +$15.8M +381,990 +4%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$440M -$16.1M -390,585 -4%
Principal Financial Group
62
Principal Financial Group
Iowa
$432M +$34M +821,782 +9%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$427M +$4.68M +113,298 +1%
MC
64
Montag & Caldwell
Georgia
$421M -$40.1M -969,768 -9%
RFC
65
Russell Frank Company
Washington
$402M +$5.89M +142,452 +1%
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$399M -$77.9M -1,887,504 -16%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$383M -$7.48M -181,112 -2%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$378M +$14.9M +359,419 +4%
SONJCPFA
69
State of New Jersey Common Pension Fund A
New Jersey
$369M -$13.7M -332,000 -4%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$359M +$11.1M +268,126 +3%
Hotchkis & Wiley Capital Management
71
Hotchkis & Wiley Capital Management
California
$353M +$3.34M +80,760 +1%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$353M -$5.53M -133,818 -2%
TP
73
Theleme Partners
United Kingdom
$348M +$29.8M +721,953 +9%
TA
74
Teachers Advisors
New York
$348M +$1.45M +35,026 +0.4%
ClearBridge Investments
75
ClearBridge Investments
New York
$347M +$6.94M +168,028 +2%
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