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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 %
SAM
801
Silvercrest Asset Management
New York
$3.53M +$30.2K +730 +0.9%
ATC
802
Argent Trust Company
Louisiana
$3.53M -$163K -3,950 -4%
LFR
803
Lehman Financial Resources
Pennsylvania
$3.51M – – –
CIS
804
Connors Investor Services
Pennsylvania
$3.48M +$132K +3,195 +4%
AHB
805
Abner Herrman & Brock
New Jersey
$3.47M -$2.12M -51,388 -38%
PIP
806
Palisades Investment Partners
California
$3.44M – – –
SG
807
Somerset Group
Minnesota
$3.43M -$193K -4,675 -5%
CI
808
Constellation Investments
Ohio
$3.4M +$140K +3,400 +4%
VV
809
Verity & Verity
South Carolina
$3.4M +$88.4K +2,140 +3%
GCIA
810
Gabelli & Co Investment Advisers
New York
$3.38M – – –
CA
811
Cornerstone Advisors
North Carolina
$3.34M -$331K -8,000 -9%
KA
812
KLCM Advisors
Wisconsin
$3.34M +$4.26K +103 +0.1%
RC
813
RegentAtlantic Capital
New Jersey
$3.31M -$49.3K -1,192 -1%
AHC
814
Adell Harriman & Carpenter
Texas
$3.29M -$53.5K -1,295 -2%
ICOM
815
Investment Counselors of Maryland
Maryland
$3.29M -$2.43M -58,773 -42%
SCM
816
Siphron Capital Management
California
$3.27M -$14.5K -350 -0.4%
VFS
817
VSR Financial Services
Kansas
$3.26M +$45.8K +1,109 +1%
SIG
818
Schooner Investment Group
Pennsylvania
$3.24M +$954K +23,000 +42%
FCI
819
Financial Counselors Inc
Kansas
$3.23M +$90.9K +2,201 +3%
PTB
820
Pioneer Trust Bank
Oregon
$3.21M – – –
CR
821
Cooperatieve Rabobank
Netherlands
$3.16M +$3.16M +76,454 New
FMII
822
Farmers & Merchants Investments Inc
Nebraska
$3.16M -$894K -21,639 -22%
EGA
823
Eagle Global Advisors
Texas
$3.13M -$62.7K -1,517 -2%
FNBSF
824
First National Bank Sioux Falls
South Dakota
$3.13M -$1.01M -24,339 -24%
KFC
825
Klingenstein Fields & Co
New York
$3.12M -$1.28M -31,039 -29%
31 32
33
34 35