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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 %
ASC
976
Atalanta Sosnoff Capital
New York
$1.79M -$21.3M -515,499 -92%
LDB
977
Lee, Danner & Bass
Tennessee
$1.78M – – –
BTNA
978
Bremer Trust National Association
Minnesota
$1.78M +$82.1K +1,988 +5%
FB
979
Fulton Bank
Pennsylvania
$1.77M +$43.2K +1,045 +2%
TSWM
980
Triangle Securities Wealth Management
North Carolina
$1.76M -$205K -4,970 -10%
WOC
981
West Oak Capital
California
$1.76M -$47.9K -1,160 -3%
MIC
982
MU Investments Company
Japan
$1.73M -$541K -13,000 -24%
NPC
983
National Planning Corporation
California
$1.72M +$167K +4,034 +11%
HP
984
HT Partners
Connecticut
$1.71M -$1.15M -27,849 -40%
EA
985
Emerald Advisers
Pennsylvania
$1.68M +$20.1K +487 +1%
PR
986
Payden & Rygel
California
$1.68M -$3.82M -92,500 -69%
CAM
987
Carret Asset Management
New York
$1.68M -$32.5K -787 -2%
SAM
988
Sequent Asset Management
Texas
$1.67M +$37.6K +911 +2%
GP
989
GLG Partners
United Kingdom
$1.66M – – –
GMCM
990
Gruber & McBaine Capital Management
California
$1.65M -$1.65M -40,000 -50%
CC
991
Chubb Corp
New Jersey
$1.65M – – –
HFM
992
Hartford Financial Management
Connecticut
$1.64M -$4.13K -100 -0.3%
BFO
993
Boston Family Office
Massachusetts
$1.64M -$2.02K -49 -0.1%
SIM
994
SSI Investment Management
California
$1.64M -$13.5K -326 -0.8%
WPC
995
White Pine Capital
Minnesota
$1.63M -$105K -2,550 -6%
DG
996
Davidson & Garrard
Virginia
$1.63M +$2.27K +55 +0.1%
GIS
997
Guardian Investor Services
New York
$1.63M -$14.7K -356 -0.9%
CG
998
Clinton Group
New York
$1.62M +$594K +14,372 +58%
FC
999
Fiera Capital
New York
$1.62M -$83 -2 -0%
PHIMC
1000
Private Harbour Investment Management & Counsel
Ohio
$1.59M -$21.7K -525 -1%
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