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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
$6.17B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.53B
3
Morgan Stanley
Morgan Stanley
New York
$1.05B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.07B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.14B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$7.23B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.82B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
Franklin Resources
Franklin Resources
California
$2.12B
5
Capital Research Global Investors
Capital Research Global Investors
California
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
1126
Balyasny Asset Management
Illinois
$930K +$930K +22,500 New
JFA
1127
JNBA Financial Advisors
Minnesota
$926K -$23.8K -577 -3%
SAM
1128
SignalPoint Asset Management
Missouri
$919K +$451K +10,908 +96%
BVDMP
1129
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$917K – – –
NIA
1130
Northstar Investment Advisors
Colorado
$906K -$60.9K -1,473 -6%
TNBTD
1131
Trustmark National Bank Trust Department
Mississippi
$893K +$70.9K +1,715 +9%
VF
1132
Virtu Financial
New York
$893K +$893K +21,617 New
MWP
1133
MYCIO Wealth Partners
Pennsylvania
$886K -$41 -1 -0%
BAM
1134
Barrett Asset Management
New York
$883K – – –
CCM
1135
Compass Capital Management
Minnesota
$882K -$67.6K -1,635 -7%
CAM
1136
ClariVest Asset Management
California
$878K +$108K +2,620 +14%
PFM
1137
Parsec Financial Management
North Carolina
$873K +$99.4K +2,406 +13%
CC
1138
Capital Counsel
New York
$872K +$6.81K +165 +0.8%
RIL
1139
Rothschild Investment LLC
Illinois
$861K – – –
NAM
1140
NorthCoast Asset Management
Connecticut
$860K +$860K +20,811 New
TAM
1141
Timucuan Asset Management
Florida
$858K – – –
FCCM
1142
First City Capital Management
Georgia
$848K +$2.81K +68 +0.3%
CIC
1143
Carnegie Investment Counsel
Ohio
$840K – – –
HSA
1144
HBK Sorce Advisory
Pennsylvania
$837K -$765K -18,512 -48%
SYBT
1145
Stock Yards Bank & Trust
Kentucky
$831K +$2.56K +62 +0.3%
AMIM
1146
Aull & Monroe Investment Management
Alabama
$831K -$11.5K -278 -1%
ICAS
1147
Investors Capital Advisory Services
Massachusetts
$828K +$29.6K +716 +4%
CFS
1148
Community Financial System
New York
$823K -$42.9K -1,040 -5%
CCM
1149
Cullen Capital Management
New York
$820K +$26.9K +650 +3%
SCM
1150
Southport Capital Management
Tennessee
$820K +$325K +7,873 +66%
44 45
46
47 48