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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 %
HHGA
1151
Halbert Hargrove Global Advisors
California
$816K -$45.9K -1,112 -5%
BRWA
1152
B. Riley Wealth Advisors
Florida
$805K -$16.8K -406 -2%
SFSG
1153
Stearns Financial Services Group
North Carolina
$799K +$36.8K +891 +5%
WA
1154
WealthTrust Axiom
Pennsylvania
$798K – – –
OA
1155
Oxbow Advisors
Texas
$797K -$16.2K -392 -2%
PGIM
1156
Pacific Global Investment Management
California
$795K -$1.2K -29 -0.2%
BA
1157
Birinyi Associates
Connecticut
$795K – – –
NL
1158
NWAM LLC
Washington
$790K -$950 -23 -0.1%
TGA
1159
Trilogy Global Advisors
Florida
$788K -$53.7K -1,300 -6%
PWAP
1160
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$787K +$51.2K +1,240 +7%
IB
1161
Intrust Bank
Kansas
$784K -$82.6K -2,000 -10%
MJP
1162
Michael J. Puzo
$784K -$41.3K -1,000 -5%
JIP
1163
Jaffetilchin Investment Partners
Florida
$784K +$784K +18,963 New
BAC
1164
Boys Arnold & Co
North Carolina
$783K +$52.6K +1,273 +7%
BPGAM
1165
BTG Pactual Global Asset Management
Bermuda
$779K +$779K +18,850 New
BHBT
1166
Burke & Herbert Bank & Trust
Virginia
$775K -$24.8K -600 -3%
WCM
1167
Wisconsin Capital Management
Wisconsin
$760K – – –
PIM
1168
Penobscot Investment Management
Massachusetts
$750K +$121K +2,940 +19%
ROTUOC
1169
Regents of the University of California
California
$748K – – –
LCP
1170
Legacy Capital Partners
Wisconsin
$741K +$741K +17,930 New
IAM
1171
Integre Asset Management
New York
$739K -$3.97K -96 -0.5%
FFSOTS
1172
Fiduciary Financial Services of The Southwest
Texas
$739K +$39.7K +960 +6%
CBN
1173
Cadence Bank NA
Texas
$730K +$15.7K +380 +2%
WSTAM
1174
Wilbanks Smith & Thomas Asset Management
Virginia
$730K +$29K +702 +4%
CWA
1175
Constellation Wealth Advisors
New York
$729K +$37.7K +912 +5%
45 46
47
48 49