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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 %
SM
751
Stratton Management
Pennsylvania
$4.35M +$312K +7,559 +8%
BWFA
752
Baltimore-Washington Financial Advisors
Maryland
$4.34M +$749K +18,135 +21%
MWAC
753
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.27M +$296K +7,155 +7%
LIM
754
Leavell Investment Management
Alabama
$4.26M +$29.1K +705 +0.7%
COI
755
Connable Office Inc
Michigan
$4.22M -$11K -266 -0.3%
CT
756
Cambridge Trust
Massachusetts
$4.22M +$1.85M +44,798 +78%
AT
757
Arden Trust
Delaware
$4.21M -$500K -12,094 -11%
OWD
758
Osborn Williams & Donohoe
Ohio
$4.19M -$3.72K -90 -0.1%
JWBC
759
J.W. Burns & Co
New York
$4.18M +$17.1K +414 +0.4%
ISB
760
Iowa State Bank
Iowa
$4.16M +$62.4K +1,510 +2%
NSEDCP
761
NJ State Employees Deferred Compensation Plan
New Jersey
$4.13M – – –
RNS
762
Robert N. Shapiro
$4.08M +$577K +13,979 +16%
CBB
763
Citizens Business Bank
California
$4.06M +$228K +5,516 +6%
CCFCSB
764
Cape Cod Five Cents Savings Bank
Massachusetts
$4.06M +$192K +4,644 +5%
LNB
765
Ledyard National Bank
$4.03M +$308K +7,450 +8%
DIA
766
Dean Investment Associates
Ohio
$4.02M -$53.5K -1,295 -1%
SHA
767
Smith Hayes Advisers
Nebraska
$3.99M +$236K +5,705 +6%
SCA
768
SAC Capital Advisors
Connecticut
$3.97M +$2.78M +67,223 +233%
FTC
769
Farmers Trust Company
Ohio
$3.96M +$85.9K +2,078 +2%
EI
770
EDMP Inc
Florida
$3.93M +$3.93M +95,187 New
NJBEST
771
New Jersey Better Educational Savings Trust
New Jersey
$3.93M -$620K -15,000 -14%
GA
772
Glenhill Advisors
New York
$3.93M +$3.93M +94,984 New
BOH
773
Bank of Hawaii
Hawaii
$3.91M +$484K +11,723 +14%
CANC
774
Culbertson A N & Co
Virginia
$3.91M +$72.3K +1,750 +2%
SFG
775
Sather Financial Group
Texas
$3.9M +$26.9K +650 +0.7%
29 30
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