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Wells Fargo
WFC

Overview Fund Activity

1,480 hedge funds and large institutions have $166B invested in Wells Fargo in 2013 Q2 according to their latest regulatory filings, with 1,480 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+1,480
Holders Change %
–
% of All Funds
48.32%
Holding in Top 10
296
Holding in Top 10 Change
+296
Holding in Top 10 Change %
%
% of All Funds
9.66%
New
1,480
Increased
–
Reduced
–
Closed
–
Calls
$1.25B
Puts
$1.64B
Net Calls
-$394M
Net Calls Change
-$394M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
976
Sequent Asset Management
Texas
$1.63M +$1.63M +39,492 New
BCM
977
BTR Capital Management
California
$1.63M +$1.63M +39,440 New
DG
978
Davidson & Garrard
Virginia
$1.63M +$1.63M +39,451 New
UIM
979
Underhill Investment Management
California
$1.61M +$1.61M +39,100 New
FC
980
Fiera Capital
New York
$1.61M +$1.61M +39,067 New
PHIMC
981
Private Harbour Investment Management & Counsel
Ohio
$1.61M +$1.61M +39,042 New
HSA
982
HBK Sorce Advisory
Pennsylvania
$1.6M +$1.6M +38,766 New
SCM
983
SOL Capital Management
Maryland
$1.59M +$1.59M +38,617 New
FA
984
FMA Advisory
Pennsylvania
$1.59M +$1.59M +38,583 New
CFA
985
Carroll Financial Associates
North Carolina
$1.59M +$1.59M +38,527 New
CCMU
986
Cheyne Capital Management (UK)
United Kingdom
$1.59M +$1.59M +40,840 New
DSC
987
Duncker Streett & Co
Missouri
$1.58M +$1.58M +38,269 New
NBC
988
Neuberger Berman Canada
Ontario, Canada
$1.58M +$1.58M +38,270 New
CI
989
Cowen Inc
New York
$1.58M +$1.58M +38,200 New
WCA
990
Waratah Capital Advisors
Ontario, Canada
$1.57M +$1.57M +38,000 New
HCM
991
Hengehold Capital Management
Ohio
$1.55M +$1.55M +37,621 New
LC
992
Lourd Capital
California
$1.55M +$1.55M +37,440 New
ECM
993
Endex Capital Management
Kansas
$1.54M +$1.54M +37,419 New
NPC
994
National Planning Corporation
California
$1.54M +$1.54M +37,545 New
Jacobs Levy Equity Management
995
Jacobs Levy Equity Management
New Jersey
$1.54M +$1.54M +37,230 New
LCM
996
Logan Capital Management
Pennsylvania
$1.53M +$1.53M +45,887 New
BWM
997
Braver Wealth Management
Massachusetts
$1.52M +$1.52M +36,830 New
VanEck Associates
998
VanEck Associates
New York
$1.52M +$1.52M +36,724 New
BO
999
BRR OpCo
Ohio
$1.5M +$1.5M +36,382 New
PFM
1000
PacWest Financial Management
Arizona
$1.5M +$1.5M +36,276 New
38 39
40
41 42