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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 %
FHA
876
First Horizon Advisors
Tennessee
$2.63M +$1.86M +44,935 +242%
HVIA
877
Hudson Valley Investment Advisors
New York
$2.62M +$288K +6,973 +12%
SFSIG
878
San Francisco Sentry Investment Group
California
$2.61M +$24.8K +600 +1%
BWAM
879
Boyd Watterson Asset Management
Ohio
$2.56M +$1.19M +28,796 +87%
OA
880
Outfitter Advisors
Virginia
$2.56M -$35.1K -850 -1%
1GA
881
1st Global Advisors
Texas
$2.54M +$83.5K +2,021 +3%
Sanders Capital
882
Sanders Capital
Florida
$2.54M – – –
ACJ
883
Autonomy Capital (Jersey)
Jersey
$2.51M – – –
PVH
884
Psagot Value Holdings
Israel
$2.49M +$244K +5,906 +11%
ACM
885
Azimuth Capital Management
Michigan
$2.48M +$1.18M +28,638 +91%
SIA
886
SeaBridge Investment Advisors
New Jersey
$2.46M – – –
CBU
887
CIBC Bank USA
Illinois
$2.46M -$16.5M -400,090 -87%
PAM
888
Palisade Asset Management
Minnesota
$2.46M -$129K -3,115 -5%
CAM
889
Congress Asset Management
Massachusetts
$2.46M -$703 -17 -0%
TT
890
Tower Trust
Indiana
$2.45M +$26.6K +643 +1%
GIP
891
Greatmark Investment Partners
Georgia
$2.44M +$289 +7 +0%
GLI
892
Guardian Life Insurance
New York
$2.44M +$4.67K +113 +0.2%
NAMA
893
Nikko Asset Management Americas
New York
$2.44M -$91.5K -2,200 -4%
PTC
894
Private Trust Company
Ohio
$2.44M -$106K -2,563 -4%
FNT
895
First National Trust
Pennsylvania
$2.43M +$121K +2,919 +5%
SCP
896
Seizert Capital Partners
Michigan
$2.4M +$35.5K +860 +2%
GLRA
897
Gerald L. Ray & Associates
Texas
$2.39M – – –
ECAM
898
East Coast Asset Management
Massachusetts
$2.39M +$48.7K +1,179 +2%
BCA
899
Benchmark Capital Advisors
New York
$2.37M -$31K -750 -1%
IPRC
900
Indices-Pac Research Corporation
New Jersey
$2.36M +$1.63M +39,410 +222%
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