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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 %
ISL
951
Ingalls & Snyder LLC
New York
$1.98M -$43.8K -1,061 -2%
MM
952
Meridian Management
Arkansas
$1.97M – – –
EIM
953
Essex Investment Management
Massachusetts
$1.97M -$1.12M -27,040 -36%
SLF
954
Sun Life Financial
Ontario, Canada
$1.96M -$154K -3,733 -7%
TF
955
Tompkins Financial
New York
$1.96M +$189K +4,578 +11%
CT
956
Coastline Trust
Rhode Island
$1.96M -$77.5K -1,875 -4%
BJL
957
Brighton Jones LLC
Washington
$1.96M +$677K +16,379 +53%
B
958
Bailard
California
$1.95M -$1.55M -37,573 -44%
ST
959
Sentinel Trust
Texas
$1.93M -$750K -18,140 -28%
Twin Tree Management
960
Twin Tree Management
Texas
$1.91M +$1.91M +46,280 New
SAM
961
Sawgrass Asset Management
Florida
$1.9M -$72.5K -1,755 -4%
AHS
962
Aspiriant Holdings S3
California
$1.9M -$9.05K -219 -0.5%
VWM
963
Vector Wealth Management
Minnesota
$1.88M -$64.2K -1,554 -3%
JIM
964
Jupiter Investment Management
United Kingdom
$1.87M -$1.61M -38,973 -46%
SSB
965
Sandy Spring Bank
Maryland
$1.84M +$52.4K +1,268 +3%
IFB
966
iAB Financial Bank
Indiana
$1.84M -$99.7K -2,413 -5%
CNBT
967
Canandaigua National Bank & Trust
New York
$1.84M -$5.37K -130 -0.3%
MIM
968
Miller Investment Management
Pennsylvania
$1.83M -$97.7K -2,365 -5%
NB
969
Norinchukin Bank
Japan
$1.83M +$554K +13,408 +44%
FSA
970
Franklin Street Advisors
North Carolina
$1.82M -$2.03K -49 -0.1%
BSWMG
971
Barrington Strategic Wealth Management Group
Illinois
$1.82M +$87.3K +2,114 +5%
DCM
972
Decade Capital Management
New York
$1.82M +$1.82M +44,003 New
CAM
973
Centre Asset Management
New York
$1.81M -$263K -6,360 -13%
SA
974
Strategic Advisors
New York
$1.8M +$121K +2,920 +7%
WA
975
WFG Advisors
Texas
$1.8M -$76.9K -1,860 -4%
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