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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 %
FCCM
1126
First City Capital Management
Georgia
$844K +$844K +20,459 New
TGA
1127
Trilogy Global Advisors
Florida
$841K +$841K +20,376 New
AMIM
1128
Aull & Monroe Investment Management
Alabama
$841K +$841K +20,384 New
BFPW
1129
BOK Financial Private Wealth
Colorado
$840K +$840K +20,364 New
CIC
1130
Carnegie Investment Counsel
Ohio
$839K +$839K +20,321 New
FLC
1131
Francis L. Coolidge
$834K +$834K +20,240 New
SYBT
1132
Stock Yards Bank & Trust
Kentucky
$827K +$827K +20,038 New
PWPCM
1133
Perella Weinberg Partners Capital Management
New York
$826K +$826K +20,020 New
MJP
1134
Michael J. Puzo
$824K +$824K +19,968 New
WTB
1135
Washington Trust Bank
Washington
$821K +$821K +19,891 New
BRWA
1136
B. Riley Wealth Advisors
Florida
$821K +$821K +19,894 New
TNBTD
1137
Trustmark National Bank Trust Department
Mississippi
$820K +$820K +19,894 New
OA
1138
Oxbow Advisors
Texas
$813K +$813K +19,692 New
BIG
1139
Blackthorn Investment Group
Kansas
$805K +$805K +19,505 New
BHBT
1140
Burke & Herbert Bank & Trust
Virginia
$800K +$800K +19,367 New
WA
1141
WealthTrust Axiom
Pennsylvania
$797K +$797K +19,315 New
ICAS
1142
Investors Capital Advisory Services
Massachusetts
$797K +$797K +19,328 New
PGIM
1143
Pacific Global Investment Management
California
$795K +$795K +19,271 New
BA
1144
Birinyi Associates
Connecticut
$794K +$794K +19,250 New
CCM
1145
Cullen Capital Management
New York
$792K +$792K +19,200 New
NL
1146
NWAM LLC
Washington
$790K +$790K +19,152 New
PFM
1147
Parsec Financial Management
North Carolina
$772K +$772K +18,715 New
EHWM
1148
Eads & Heald Wealth Management
Georgia
$769K +$769K +18,622 New
CAM
1149
ClariVest Asset Management
California
$769K +$769K +18,629 New
FHA
1150
First Horizon Advisors
Tennessee
$766K +$766K +18,567 New
44 45
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