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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 %
PFS
1076
Penseco Financial Services
Pennsylvania
$1.13M +$49.9K +1,208 +5%
CPIM
1077
Columbia Partners Investment Management
Virginia
$1.13M +$13K +314 +1%
JEW
1078
Jamison Eaton & Wood
New Jersey
$1.13M +$66.1K +1,600 +6%
BAS
1079
Brown Advisory Securities
Maryland
$1.13M +$133K +3,226 +13%
KFS
1080
KMS Financial Services
Washington
$1.13M +$432K +10,460 +62%
HIM
1081
Harbour Investment Management
Washington
$1.13M -$3.1K -75 -0.3%
KC
1082
Kingfisher Capital
North Carolina
$1.12M -$21.3K -516 -2%
SSWM
1083
Sheets Smith Wealth Management
North Carolina
$1.12M +$7.44K +180 +0.7%
GIM
1084
Guardian Investment Management
California
$1.12M +$207K +5,000 +23%
AFG
1085
Albion Financial Group
Utah
$1.11M – – –
NIM
1086
Nexus Investment Management
Ontario, Canada
$1.11M – – –
IWC
1087
Integrated Wealth Counsel
California
$1.11M -$101K -2,440 -8%
FFC
1088
First Financial Corp
Indiana
$1.09M +$4.75K +115 +0.4%
DIS
1089
Diversified Investment Strategies
Louisiana
$1.08M -$22.7K -550 -2%
LCM
1090
Liberty Capital Management
Michigan
$1.08M +$19.3K +467 +2%
SCM
1091
Sandler Capital Management
New York
$1.07M – – –
SAA
1092
Southeast Asset Advisors
Georgia
$1.07M +$851K +20,600 +382%
ITIM
1093
Indiana Trust & Investment Management
Indiana
$1.07M -$211K -5,100 -16%
EHWM
1094
Eads & Heald Wealth Management
Georgia
$1.07M +$297K +7,194 +39%
WFMPM
1095
Woodley Farra Manion Portfolio Management
Indiana
$1.07M +$57.2K +1,385 +6%
MFIMFI
1096
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.07M -$412K -9,967 -28%
AI
1097
Atria Investments
North Carolina
$1.06M -$7.6K -184 -0.7%
BCMO
1098
Buckingham Capital Management (Ohio)
Ohio
$1.06M -$14.6K -350 -1%
WTB
1099
Washington Trust Bank
Washington
$1.05M +$231K +5,590 +28%
G
1100
GlobalBridge
Minnesota
$1.05M -$41.1K -995 -4%
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