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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 %
SAG
851
Sterne Agee Group
Alabama
$2.88M -$1.01M -24,445 -26%
FFH
852
Fairfax Financial Holdings
Ontario, Canada
$2.86M -$51.8M -1,254,363 -95%
FLPIM
853
F.L. Putnam Investment Management
Massachusetts
$2.85M -$348K -8,413 -11%
SI
854
Stephens Inc
Arkansas
$2.84M +$59K +1,428 +2%
PG
855
PEAK6 Group
Illinois
$2.83M +$2.7M +130,344 +1,941%
ECM
856
Everence Capital Management
Indiana
$2.83M +$1.24K +30 +0%
LNWWM
857
Laird Norton Wetherby Wealth Management
California
$2.83M +$73.8K +1,787 +3%
RAM
858
Roanoke Asset Management
New Jersey
$2.81M +$2.81M +65,601 New
DVM
859
Dreman Value Management
Florida
$2.8M +$2.8M +67,862 New
UCFA
860
United Capital Financial Advisors
Texas
$2.79M -$2.88M -69,815 -51%
AL
861
Airain Ltd
Guernsey
$2.79M +$2.79M +67,557 New
NAP
862
New Amsterdam Partners
New York
$2.78M -$11.2M -272,114 -80%
LA
863
Lynch & Associates
Indiana
$2.78M +$123K +2,977 +5%
CA
864
Callahan Advisors
Texas
$2.75M +$375K +9,074 +16%
BDF
865
Balasa Dinverno & Foltz
$2.73M -$55.7K -1,347 -2%
SACTSONJ
866
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.72M – – –
PFP
867
Pinnacle Financial Partners
Tennessee
$2.72M +$3.18K +77 +0.1%
ECM
868
ETrade Capital Management
Virginia
$2.71M +$519K +12,558 +24%
LC
869
Lilley & Co
Michigan
$2.71M +$155K +3,753 +6%
AW
870
ACG Wealth
Georgia
$2.7M -$448K -10,836 -14%
AWM
871
Altavista Wealth Management
North Carolina
$2.7M -$105K -2,543 -4%
IT
872
Independence Trust
Tennessee
$2.69M +$15.3K +370 +0.6%
LCM
873
Leonard Capital Management
Florida
$2.68M -$537K -13,000 -17%
VOAM
874
Vertex One Asset Management
British Columbia, Canada
$2.64M +$1.9M +46,000 +257%
WAM
875
Weatherly Asset Management
California
$2.64M -$63.9K -1,546 -2%
33 34
35
36 37