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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 %
LW
1026
Linscomb Wealth
Texas
$1.32M +$1.32M +32,002 New
DWA
1027
Douglass Winthrop Advisors
New York
$1.32M +$1.32M +31,951 New
AIM
1028
Aspen Investment Management
Michigan
$1.31M +$1.31M +31,808 New
SFM
1029
Signature Financial Management
Virginia
$1.31M +$1.31M +31,764 New
NCM
1030
Narwhal Capital Management
Georgia
$1.3M +$1.3M +31,600 New
CCM
1031
Carlson Capital Management
Minnesota
$1.3M +$1.3M +31,569 New
ACM
1032
Azimuth Capital Management
Michigan
$1.3M +$1.3M +31,428 New
MA
1033
MCF Advisors
Kentucky
$1.29M +$1.29M +26,002 New
BTW
1034
Boston Trust Walden
Massachusetts
$1.29M +$1.29M +31,176 New
I
1035
IberiaBank
Louisiana
$1.29M +$1.29M +31,126 New
BJL
1036
Brighton Jones LLC
Washington
$1.28M +$1.28M +30,958 New
ITIM
1037
Indiana Trust & Investment Management
Indiana
$1.28M +$1.28M +30,961 New
NB
1038
Norinchukin Bank
Japan
$1.27M +$1.27M +30,806 New
HT
1039
HighTower Trust
Texas
$1.27M +$1.27M +30,752 New
SGAM
1040
Steinberg Global Asset Management
Florida
$1.26M +$1.26M +30,527 New
MJRIC
1041
Mogy Joel R Investment Counsel
California
$1.25M +$1.25M +30,259 New
SOAMC
1042
Spirit of America Management Corp
New York
$1.23M +$1.23M +29,686 New
BC
1043
Burney Company
Virginia
$1.22M +$1.22M +29,429 New
IWC
1044
Integrated Wealth Counsel
California
$1.21M +$1.21M +29,294 New
DP
1045
Dearborn Partners
Illinois
$1.21M +$1.21M +29,223 New
SAMC
1046
Shinko Asset Management Company
Japan
$1.19M +$1.19M +28,888 New
SCA
1047
SAC Capital Advisors
Connecticut
$1.19M +$1.19M +28,856 New
DBIA
1048
Dumont & Blake Investment Advisors
New Jersey
$1.17M +$1.17M +28,266 New
NIM
1049
Nexus Investment Management
Ontario, Canada
$1.16M +$1.16M +26,900 New
TCM
1050
Tributary Capital Management
Nebraska
$1.16M +$1.16M +28,000 New
40 41
42
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