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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 %
UIM
1001
Underhill Investment Management
California
$1.59M -$24.8K -600 -2%
SCM
1002
SOL Capital Management
Maryland
$1.59M -$4.55K -110 -0.3%
FA
1003
FMA Advisory
Pennsylvania
$1.58M -$19.3K -468 -1%
AC
1004
Alley Company
Illinois
$1.55M +$90.3K +2,184 +6%
LC
1005
Lourd Capital
California
$1.55M – – –
ECM
1006
Endex Capital Management
Kansas
$1.55M – – –
HCM
1007
Hengehold Capital Management
Ohio
$1.54M -$17.7K -429 -1%
SAM
1008
Shamrock Asset Management
Texas
$1.54M -$102K -2,458 -6%
PFM
1009
PacWest Financial Management
Arizona
$1.53M +$26.2K +635 +2%
CFA
1010
Carroll Financial Associates
North Carolina
$1.51M -$83.4K -2,019 -5%
I
1011
IberiaBank
Louisiana
$1.51M +$222K +5,360 +17%
TC
1012
Taylor Cottrill
New Hampshire
$1.49M +$28.9K +700 +2%
BKBG
1013
BHF Kleinwort Benson Group
Belgium
$1.49M +$299K +7,225 +25%
TCM
1014
Telos Capital Management
California
$1.49M +$73.2K +1,773 +5%
BWM
1015
Braver Wealth Management
Massachusetts
$1.49M -$35.9K -868 -2%
FCB
1016
First Citizens Bancorporation
South Carolina
$1.48M +$55.3K +1,340 +4%
ANBT
1017
American National Bank & Trust
Texas
$1.47M +$60.1K +1,455 +4%
CS
1018
Cannell & Spears
New York
$1.47M +$327K +7,912 +29%
JIC
1019
Johnson Investment Counsel
Ohio
$1.46M +$8.72K +211 +0.6%
TBA
1020
Tower Bridge Advisors
Pennsylvania
$1.45M +$20.5K +496 +1%
BBA
1021
BLB&B Advisors
Pennsylvania
$1.42M +$53.2K +1,287 +4%
BO
1022
BRR OpCo
Ohio
$1.42M -$82.6K -1,998 -5%
DWA
1023
Douglass Winthrop Advisors
New York
$1.42M +$95.7K +2,317 +7%
LW
1024
Linscomb Wealth
Texas
$1.41M +$90.7K +2,194 +7%
UAS
1025
United Asset Strategies
New York
$1.41M +$64.1K +1,551 +5%
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