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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 %
CAS
1176
CTC Alternative Strategies
Illinois
$725K -$1.32M -32,033 -65%
ANBTV
1177
American National Bank & Trust (Virginia)
Virginia
$725K +$12.3K +298 +2%
BP
1178
Ballentine Partners
Massachusetts
$725K +$184K +4,464 +34%
GC
1179
Gratry & Company
Ohio
$724K -$9.71K -235 -1%
PPSG
1180
Princeton Portfolio Strategies Group
New Jersey
$716K – – –
IAS
1181
IMA Advisory Services
Colorado
$716K +$20.2K +490 +3%
MGIA
1182
Moneta Group Investment Advisors
Missouri
$711K +$114K +2,760 +19%
DCLA
1183
Douglas C. Lane & Associates
New York
$701K -$159K -3,860 -19%
RP
1184
Riverbridge Partners
Minnesota
$693K -$8.27K -200 -1%
BO
1185
Bank OZK
Arkansas
$693K +$284K +6,873 +69%
FAM
1186
Formidable Asset Management
Ohio
$690K +$690K +16,715 New
WIS
1187
Wright Investors Service
Connecticut
$685K +$124K +2,993 +22%
KIA
1188
King Investment Advisors
Texas
$683K -$46.5K -1,125 -6%
BIM
1189
Baldwin Investment Management
Pennsylvania
$681K -$18.6K -450 -3%
TAM
1190
Thornmark Asset Management
Ontario, Canada
$679K -$3.7M -89,660 -85%
BC
1191
Banced Corp
Illinois
$678K -$6.53K -158 -1%
CCM
1192
Cai Capital Management
New York
$677K +$371K +8,968 +121%
JC
1193
Jacobs & Co
California
$672K – – –
FHC
1194
First Heartland Consultants
Missouri
$671K +$95.7K +2,306 +17%
WC
1195
Whitnell & Co
Illinois
$669K -$82.5K -1,997 -11%
DD
1196
Dominick & Dominick
New York
$666K -$18.6K -449 -3%
ANTB
1197
AMG National Trust Bank
Colorado
$665K -$3.06K -74 -0.5%
PCA
1198
PL Capital Advisors
Florida
$661K +$661K +16,000 New
TWI
1199
Thomas White International
Illinois
$655K -$5.21M -126,121 -89%
ACP
1200
Aviance Capital Partners
Florida
$651K -$57.8K -1,398 -8%
46 47
48
49 50