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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 %
BAM
776
Burnham Asset Management
New York
$3.89M +$111K +2,675 +3%
NPF
777
Norris Perne & French
Michigan
$3.88M +$112K +2,708 +3%
CTC
778
Central Trust Company
Missouri
$3.88M +$165K +3,982 +4%
AA
779
Ancora Advisors
Ohio
$3.87M +$88K +2,130 +2%
WCM
780
Weik Capital Management
Pennsylvania
$3.86M -$2.77K -67 -0.1%
ZCA
781
Zeke Capital Advisors
Pennsylvania
$3.84M +$3.84M +93,005 New
SAM
782
Symphony Asset Management
California
$3.82M +$2.69M +65,099 +238%
WIC
783
Woodmont Investment Counsel
Tennessee
$3.8M -$137K -3,320 -3%
KS
784
Karpas Strategies
Connecticut
$3.8M +$826 +20 +0%
Envestnet Asset Management
785
Envestnet Asset Management
Illinois
$3.79M -$20K -483 -0.5%
BB
786
Bell Bank
North Dakota
$3.77M -$613K -14,833 -14%
GEM
787
Global Endowment Management
North Carolina
$3.76M -$417K -10,100 -10%
SI
788
SII Investments
Wisconsin
$3.76M -$1.12M -27,153 -23%
OMCS
789
Old Mutual Customised Solutions
South Africa
$3.76M +$45.5K +1,100 +1%
MFW
790
Meristem Family Wealth
Minnesota
$3.74M -$31.1K -752 -0.8%
UF
791
Univest Financial
Pennsylvania
$3.74M +$41.1K +994 +1%
JFGIW
792
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.73M -$408K -9,874 -10%
MVP
793
Missouri Valley Partners
Missouri
$3.73M +$3.73M +90,250 New
MCM
794
Monarch Capital Management
Indiana
$3.73M -$35.5K -860 -0.9%
MIG
795
Mariner Investment Group
New York
$3.72M -$4.55M -110,000 -55%
RCG
796
Ruane, Cunniff & Goldfarb
New York
$3.71M -$5.16K -125 -0.1%
BFA
797
Bragg Financial Advisors
North Carolina
$3.63M +$58.8K +1,423 +2%
SAM
798
Smithbridge Asset Management
Pennsylvania
$3.61M -$24.2K -586 -0.7%
WTIM
799
Wilmington Trust Investment Management
Delaware
$3.6M -$132K -3,192 -4%
MCM
800
McMillion Capital Management
North Carolina
$3.59M -$620 -15 -0%
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