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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 %
CCM
901
Compton Capital Management
Rhode Island
$2.35M +$4.13K +100 +0.2%
BFG
902
Beacon Financial Group
Texas
$2.35M +$2.35M +56,572 New
LMAM
903
Legg Mason Asset Management
Japan
$2.35M -$211K -5,100 -8%
CIA
904
Covington Investment Advisors
Pennsylvania
$2.34M – – –
DLG
905
Daniel L. Goodwin
$2.34M – – –
HCC
906
Hirtle Callaghan & Co
Pennsylvania
$2.33M +$2.33M +56,326 +56,895%
LMF
907
LMR Master Fund
Cayman Islands
$2.33M +$2.33M +56,292 New
NIS
908
National Investment Services
Wisconsin
$2.32M – – –
BRM
909
Boston Research & Management
Massachusetts
$2.32M -$9.5K -230 -0.4%
CIM
910
CIM Investment Management
Pennsylvania
$2.32M – – –
ST
911
Semper Trust
Pennsylvania
$2.3M +$128K +3,100 +6%
WRM
912
Westport Resources Management
Connecticut
$2.3M +$1.85M +44,801 +416%
BSB
913
Bangor Savings Bank
Maine
$2.29M -$210K -5,082 -8%
SSIA
914
Spero-Smith Investment Advisers
Ohio
$2.29M +$79.4K +1,921 +4%
LCM
915
Logan Capital Management
Pennsylvania
$2.28M +$385K +9,313 +20%
HI
916
Hudock Inc
Pennsylvania
$2.27M -$5.87K -142 -0.3%
STB
917
S&T Bank
Pennsylvania
$2.24M +$183K +4,421 +9%
AI
918
Accredited Investors
Minnesota
$2.23M +$41 +1 +0%
Fuller & Thaler Asset Management
919
Fuller & Thaler Asset Management
California
$2.23M +$37.2K +900 +2%
MBTD
920
Mechanics Bank - Trust Department
California
$2.22M +$91.2K +2,208 +4%
TRIM
921
Thompson Rubinstein Investment Management
Oregon
$2.2M – – –
SGCA
922
Steel Grove Capital Advisors
Tennessee
$2.2M +$58.7K +1,420 +3%
MMCM
923
Marque Millennium Capital Management
New York
$2.19M – – –
AP
924
Advisor Partners
California
$2.18M +$161K +3,903 +8%
HAM
925
Highstreet Asset Management
Ontario, Canada
$2.18M +$2.18M +52,840 New
35 36
37
38 39