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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 %
RCAG
1101
Rehmann Capital Advisory Group
Michigan
$1.04M -$6.94K -168 -0.7%
MAA
1102
Mraz Amerine & Associates
California
$1.04M – – –
PC
1103
Permit Capital
Pennsylvania
$1.03M +$3.1K +75 +0.3%
MBT
1104
Montecito Bank & Trust
California
$1.03M +$25.2K +611 +3%
NPA
1105
Nichols & Pratt Advisers
Massachusetts
$1.03M +$24.8K +600 +2%
NSAM
1106
North Star Asset Management
Wisconsin
$1.02M -$8.26K -200 -0.8%
AIA
1107
Arbor Investment Advisors
North Carolina
$1.02M -$165 -4 -0%
AAM
1108
Autus Asset Management
Arizona
$1.01M – – –
SNT
1109
Security National Trust
West Virginia
$1.01M +$258K +6,257 +34%
BFPW
1110
BOK Financial Private Wealth
Colorado
$1.01M +$167K +4,051 +20%
GCT
1111
Galaxy Capital Trading
British Virgin Islands
$1.01M +$1.01M +24,400 New
CC
1112
Cipher Capital
New York
$1M +$402K +9,720 +67%
Jane Street
1113
Jane Street
New York
$996K +$769K +18,610 +339%
SAMC
1114
Shinko Asset Management Company
Japan
$983K -$211K -5,100 -18%
RGI
1115
River Global Investors
United Kingdom
$971K -$849K -20,543 -47%
KIA
1116
Kopp Investment Advisors
Minnesota
$971K -$10.1K -245 -1%
ZIC
1117
ZWJ Investment Counsel
Georgia
$969K +$67.9K +1,645 +8%
WIL
1118
Winifred I. Li
$961K -$16.5K -399 -2%
CCM
1119
Carlson Capital Management
Minnesota
$958K -$346K -8,382 -27%
BT
1120
Bankers Trust
Iowa
$951K +$26.3K +636 +3%
HH
1121
Hilltop Holdings
Texas
$947K +$442K +10,686 +87%
ST
1122
Spot Trading
Illinois
$933K +$931K +22,535 +60,905%
EB
1123
Eastern Bank
Massachusetts
$932K +$45.2K +1,094 +5%
CC
1124
Colrain Capital
Massachusetts
$930K -$103K -2,500 -10%
WCM
1125
Washington Capital Management
Washington
$930K – – –
43 44
45
46 47