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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 %
SAMNY
1026
Samsung Asset Management (New York)
New York
$1.41M -$231K -5,600 -14%
GGHC
1027
Gilder Gagnon Howe & Co
New York
$1.4M -$23.7K -573 -2%
BIM
1028
Beach Investment Management
Pennsylvania
$1.4M -$631K -15,270 -31%
CCM
1029
Condor Capital Management
New Jersey
$1.39M -$33.7K -816 -2%
NIC
1030
Northwest Investment Counselors
Oregon
$1.39M +$29.3K +709 +2%
TCOTO
1031
Trust Company of the Ozarks
Missouri
$1.39M -$34.4K -832 -2%
HRIA
1032
Haberer Registered Investment Advisor
Ohio
$1.37M -$496K -12,017 -27%
KT
1033
Kanaly Trust
Texas
$1.37M -$12.2K -295 -0.9%
ST
1034
Smithfield Trust
Pennsylvania
$1.36M -$23.4K -567 -2%
VanEck Associates
1035
VanEck Associates
New York
$1.36M -$155K -3,746 -10%
SC
1036
SouthState Corp
Florida
$1.35M +$210K +5,094 +18%
GF
1037
Gerstein Fisher
New York
$1.34M +$18.2K +441 +1%
BC
1038
Burney Company
Virginia
$1.34M +$126K +3,052 +10%
MC
1039
Miles Capital
Iowa
$1.34M -$295K -7,130 -18%
QIM
1040
Quantitative Investment Management
Virginia
$1.32M -$3.18M -76,900 -71%
KJHP
1041
K.J. Harrison & Partners
Ontario, Canada
$1.32M -$86.8K -2,100 -6%
AIM
1042
Aspen Investment Management
Michigan
$1.31M -$455 -11 -0%
MA
1043
MCF Advisors
Kentucky
$1.31M +$20.3K +409 +2%
CWM
1044
Concert Wealth Management
California
$1.31M -$159K -3,857 -11%
SGAM
1045
Steinberg Global Asset Management
Florida
$1.31M +$47K +1,139 +4%
NCM
1046
Narwhal Capital Management
Georgia
$1.31M – – –
RBC
1047
Ronald Blue & Co
Georgia
$1.3M +$1.01M +24,397 +340%
ICOA
1048
Investment Centers of America
North Dakota
$1.3M +$592K +14,283 +83%
SFM
1049
Signature Financial Management
Virginia
$1.29M -$20.8K -503 -2%
DSC
1050
Duncker Streett & Co
Missouri
$1.29M -$289K -6,993 -18%
40 41
42
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