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Wells Fargo
WFC

1,482 hedge funds and large institutions have $167B invested in Wells Fargo in 2013 Q2 according to their latest regulatory filings, with 1,482 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

76.4% more ownership

Funds ownership: 0% → 76.4% (+76%)

24% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.64B

Holders
1,482
Holders Change
+1,482
Holders Change %
–
% of All Funds
48.35%
Holding in Top 10
296
Holding in Top 10 Change
+296
Holding in Top 10 Change %
% of All Funds
9.66%
New
1,482
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 		Change in
Stake
UAS
1026
United Asset Strategies
New York
$1.35M +$1.27M +32,618 New
GF
1027
Gerstein Fisher
New York
$1.32M +$1.25M +32,078 New
LW
1028
Linscomb Wealth
Texas
$1.32M +$1.25M +32,002 New
DWA
1029
Douglass Winthrop Advisors
New York
$1.32M +$1.25M +31,951 New
AIM
1030
Aspen Investment Management
Michigan
$1.31M +$1.24M +31,808 New
SFM
1031
Signature Financial Management
Virginia
$1.31M +$1.24M +31,764 New
NCM
1032
Narwhal Capital Management
Georgia
$1.3M +$1.23M +31,600 New
CCM
1033
Carlson Capital Management
Minnesota
$1.3M +$1.23M +31,569 New
ACM
1034
Azimuth Capital Management
Michigan
$1.3M +$1.22M +31,428 New
MA
1035
MCF Advisors
Kentucky
$1.29M +$1.01M +26,002 New
BTW
1036
Boston Trust Walden
Massachusetts
$1.29M +$1.21M +31,176 New
I
1037
IberiaBank
Louisiana
$1.28M +$1.21M +31,126 New
BJL
1038
Brighton Jones LLC
Washington
$1.28M +$1.21M +30,958 New
ITIM
1039
Indiana Trust & Investment Management
Indiana
$1.28M +$1.21M +30,961 New
NB
1040
Norinchukin Bank
Japan
$1.27M +$1.2M +30,806 New
HT
1041
HighTower Trust
Texas
$1.27M +$1.2M +30,752 New
SGAM
1042
Steinberg Global Asset Management
Florida
$1.26M +$1.19M +30,527 New
MJRIC
1043
Mogy Joel R Investment Counsel
California
$1.25M +$1.18M +30,259 New
SOAMC
1044
Spirit of America Management Corp
New York
$1.23M +$1.16M +29,686 New
BC
1045
Burney Company
Virginia
$1.22M +$1.15M +29,429 New
IWC
1046
Integrated Wealth Counsel
California
$1.21M +$1.14M +29,294 New
DP
1047
Dearborn Partners
Illinois
$1.21M +$1.14M +29,223 New
SAMC
1048
Shinko Asset Management Company
Japan
$1.19M +$1.13M +28,888 New
SCA
1049
SAC Capital Advisors
Connecticut
$1.19M +$1.12M +28,856 New
DBIA
1050
Dumont & Blake Investment Advisors
New Jersey
$1.17M +$1.1M +28,266 New
40 41
42
43 44

WFC Hedge Fund Activity: Q2 2013 in Review

1,482 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2013, worth a combined $167B.

Buyers outnumbered sellers: 1,482 funds opened new WFC positions and 0 closed out — a net gain of 1,482 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,482 institutional investors held Wells Fargo (WFC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $167B of Wells Fargo stock for Q2 2013.
  • 1,482 funds opened new Wells Fargo positions in Q2 2013 and 0 closed out, a net change of +1,482 holders.

Based on aggregated 13F filings for Q2 2013.