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Wells Fargo
WFC

Overview Fund Activity

1,480 hedge funds and large institutions have $166B invested in Wells Fargo in 2013 Q2 according to their latest regulatory filings, with 1,480 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+1,480
Holders Change %
–
% of All Funds
48.32%
Holding in Top 10
296
Holding in Top 10 Change
+296
Holding in Top 10 Change %
%
% of All Funds
9.66%
New
1,480
Increased
–
Reduced
–
Closed
–
Calls
$1.25B
Puts
$1.64B
Net Calls
-$394M
Net Calls Change
-$394M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
751
Global Endowment Management
North Carolina
$4.17M +$4.17M +101,100 New
OA
752
Oak Associates
Ohio
$4.17M +$4.17M +101,000 New
JWBC
753
J.W. Burns & Co
New York
$4.16M +$4.16M +100,751 New
FNBSF
754
First National Bank Sioux Falls
South Dakota
$4.13M +$4.13M +100,169 New
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.13M +$4.13M +100,144 New
NSEDCP
756
NJ State Employees Deferred Compensation Plan
New Jersey
$4.13M +$4.13M +100,000 New
Creative Planning
757
Creative Planning
Kansas
$4.11M +$4.11M +99,563 New
ISB
758
Iowa State Bank
Iowa
$4.09M +$4.09M +99,130 New
DIA
759
Dean Investment Associates
Ohio
$4.07M +$4.07M +98,621 New
FMII
760
Farmers & Merchants Investments Inc
Nebraska
$4.05M +$4.05M +98,037 New
SM
761
Stratton Management
Pennsylvania
$4.04M +$4.04M +97,780 New
MWAC
762
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.97M +$3.97M +96,247 New
FMLI
763
Fukoku Mutual Life Insurance
Japan
$3.97M +$3.97M +96,200 New
WIC
764
Woodmont Investment Counsel
Tennessee
$3.93M +$3.93M +95,286 New
SAG
765
Sterne Agee Group
Alabama
$3.88M +$3.88M +94,117 New
FTC
766
Farmers Trust Company
Ohio
$3.87M +$3.87M +93,843 New
SFG
767
Sather Financial Group
Texas
$3.87M +$3.87M +93,794 New
CCFCSB
768
Cape Cod Five Cents Savings Bank
Massachusetts
$3.86M +$3.86M +93,557 New
WCM
769
Weik Capital Management
Pennsylvania
$3.85M +$3.85M +93,391 New
CBB
770
Citizens Business Bank
California
$3.83M +$3.83M +92,794 New
CANC
771
Culbertson A N & Co
Virginia
$3.83M +$3.83M +92,764 New
Envestnet Asset Management
772
Envestnet Asset Management
Illinois
$3.8M +$3.8M +92,095 New
KS
773
Karpas Strategies
Connecticut
$3.79M +$3.79M +91,925 New
FA
774
FDx Advisors
Illinois
$3.79M +$3.79M +91,778 New
BAM
775
Burnham Asset Management
New York
$3.78M +$3.78M +91,512 New
29 30
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