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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 %
PCM
826
Parsons Capital Management
Rhode Island
$3.12M +$38.6K +934 +1%
LGC
827
Laurel Grove Capital
California
$3.1M +$9.92K +240 +0.3%
GECH
828
Garnet Equity Capital Holdings
New York
$3.1M – – –
NMIFOAC
829
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.1M +$1.2M +29,000 +63%
PMG
830
ProVise Management Group
Florida
$3.08M +$51.6K +1,249 +2%
QI
831
QS Investors
New York
$3.07M -$1.22M -29,551 -28%
RBA
832
Richard Bernstein Advisors
New York
$3.07M – – –
TIC
833
Trees Investment Counsel
Illinois
$3.07M -$8.68K -210 -0.3%
GCP
834
GSA Capital Partners
United Kingdom
$3.05M +$2.13M +51,637 +234%
HIS
835
Horizon Investment Services
Indiana
$3.04M +$127K +3,064 +4%
PIC
836
Portland Investment Counsel
Ontario, Canada
$3.04M -$413K -10,000 -12%
AA
837
Apriem Advisors
California
$3.03M -$36K -870 -1%
FMT
838
First Mercantile Trust
Tennessee
$3.02M +$829K +20,073 +38%
WSA
839
Willow Street Advisors
Florida
$3.02M +$413K +10,000 +16%
EWM
840
Endurance Wealth Management
Rhode Island
$3.01M -$12.4K -300 -0.4%
ECM
841
Exchange Capital Management
Michigan
$3M +$50.2K +1,215 +2%
ACA
842
Anchor Capital Advisors
Massachusetts
$2.97M -$4.62M -111,852 -61%
MC
843
Martin & Co
Tennessee
$2.96M -$3.84K -93 -0.1%
RT
844
Reliance Trust
Georgia
$2.95M -$4.48M -108,328 -60%
MA
845
Montag & Associates
Georgia
$2.94M -$1.95M -47,127 -40%
SAM
846
Solaris Asset Management
New York
$2.94M +$39.3K +950 +1%
FNBOO
847
First National Bank of Omaha
Nebraska
$2.93M -$55.2K -1,335 -2%
HBT
848
Hills Bank & Trust
Iowa
$2.91M -$378K -9,140 -11%
GA
849
Geneva Advisors
Illinois
$2.89M +$11.9K +289 +0.4%
FNBT
850
FineMark National Bank & Trust
Florida
$2.88M +$811K +19,630 +39%
32 33
34
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