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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 %
BTW
1051
Boston Trust Walden
Massachusetts
$1.29M – – –
NDSI
1052
Newman Dignan & Sheerar Inc
Rhode Island
$1.28M +$47.5K +1,150 +4%
BC
1053
Barnett & Company
Tennessee
$1.28M +$310K +7,506 +32%
BCM
1054
BTR Capital Management
California
$1.27M -$356K -8,620 -22%
HT
1055
HighTower Trust
Texas
$1.27M – – –
PAI
1056
Pittenger & Anderson Inc
Nebraska
$1.27M +$160K +3,865 +14%
FMLI
1057
Fukoku Mutual Life Insurance
Japan
$1.26M -$2.71M -65,600 -68%
DCM
1058
Dynamic Capital Management
Jersey
$1.26M +$1.26M +30,600 New
GDF
1059
Graham & Dodd Fund
New York
$1.26M -$134K -3,233 -10%
DP
1060
Dearborn Partners
Illinois
$1.25M +$37K +895 +3%
AIU
1061
Algebris Investments (UK)
United Kingdom
$1.24M +$996K +24,100 +402%
MJRIC
1062
Mogy Joel R Investment Counsel
California
$1.24M -$8.26K -200 -0.7%
AL
1063
Agran Libbie
California
$1.23M +$111K +2,696 +10%
VNIM
1064
Vaughan Nelson Investment Management
Texas
$1.23M +$1.23M +29,800 New
SOAMC
1065
Spirit of America Management Corp
New York
$1.23M – – –
KPCM
1066
Kings Point Capital Management
New York
$1.23M +$174K +4,202 +17%
ACM
1067
Argentus Capital Management
Texas
$1.2M +$150K +3,631 +14%
GVT
1068
Genesee Valley Trust
New York
$1.2M +$268K +6,483 +29%
DBIA
1069
Dumont & Blake Investment Advisors
New Jersey
$1.18M +$11K +267 +0.9%
MCM
1070
Murphy Capital Management
New Jersey
$1.16M +$231K +5,600 +25%
TCM
1071
Tributary Capital Management
Nebraska
$1.16M – – –
MFS
1072
MSI Financial Services
Massachusetts
$1.15M +$134K +3,239 +13%
IIM
1073
Intact Investment Management
Quebec, Canada
$1.15M +$628K +15,200 +120%
MCM
1074
Maryland Capital Management
Maryland
$1.14M +$23.8K +575 +2%
CIC
1075
Crawford Investment Counsel
Georgia
$1.14M +$32.6K +789 +3%
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