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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
1
Capital World Investors
California
$6.17B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.05B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.07B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.14B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.23B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.82B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
Franklin Resources
4
Franklin Resources
California
$2.12B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$340M -$11.6M -280,371 -3%
U
77
UBS
Switzerland
$331M +$74.1M +1,794,144 +29%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$329M -$49.5M -1,198,896 -13%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$320M +$14.9M +360,385 +5%
American Century Companies
80
American Century Companies
Missouri
$317M +$370K +8,952 +0.1%
Jennison Associates
81
Jennison Associates
New York
$307M +$11.9M +287,935 +4%
PP
82
Prudential plc
United Kingdom
$305M -$38M -918,889 -11%
PPA
83
Parametric Portfolio Associates
Washington
$302M -$6.39M -154,748 -2%
MCM
84
Marsico Capital Management
Colorado
$294M -$83.9M -2,030,362 -22%
MTB
85
Mizuho Trust & Banking
Japan
$294M – – –
AL
86
AJO LP
Pennsylvania
$291M -$147M -3,549,100 -34%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$287M -$49M -1,185,000 -15%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$269M -$35.8M -865,479 -12%
IG
89
ING Group
Netherlands
$266M +$31.3M +757,162 +13%
O
90
OppenheimerFunds
New York
$266M +$52.1M +1,260,205 +24%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$265M -$11.7M -283,120 -4%
BJ
92
BlackRock Japan
Japan
$265M +$1.05M +25,297 +0.4%
Lord, Abbett & Co
93
Lord, Abbett & Co
New Jersey
$263M -$186M -4,530,920 -41%
AIM
94
abrdn Investment Management
United Kingdom
$260M -$8.34M -201,711 -3%
First Manhattan
95
First Manhattan
New York
$254M +$8.18K +198 +0%
SO
96
STRS Ohio
Ohio
$254M -$26.3M -636,535 -9%
US Bancorp
97
US Bancorp
Minnesota
$253M -$2.5M -60,507 -1%
Axa
98
Axa
France
$249M +$14.3M +345,321 +6%
EAM
99
Edge Asset Management
Washington
$245M +$122M +2,958,116 +99%
SIM
100
Sprucegrove Investment Management
Ontario, Canada
$243M -$7.45M -180,310 -3%
2 3
4
5 6