WFC icon

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 %
OC
1201
Oarsman Capital
Wisconsin
$647K +$51.4K +1,243 +9%
QT
1202
Quantbot Technologies
New York
$645K +$645K +15,610 New
LJHT
1203
Laurie J. Hall Trustee
$639K – – –
BCM
1204
BBT Capital Management
Texas
$638K -$45.4K -1,099 -7%
MMG
1205
Monetary Management Group
Missouri
$636K -$47.5K -1,150 -7%
IOOF
1206
Independent Order of Foresters
Ontario, Canada
$632K – – –
CK
1207
Cohen Klingenstein
New York
$628K – – –
HPBT
1208
High Point Bank & Trust
North Carolina
$627K -$31.2K -755 -5%
WG
1209
Welch Group
Alabama
$625K – – –
NAM
1210
NTV Asset Management
West Virginia
$618K +$11.4K +275 +2%
DDPIC
1211
Deroy & Devereaux Private Investment Counsel
Michigan
$615K – – –
JWM
1212
Jacobus Wealth Management
Wisconsin
$611K – – –
MCM
1213
Manchester Capital Management
Vermont
$610K -$17K -412 -3%
BCM
1214
Becker Capital Management
Oregon
$610K – – –
KG
1215
Killen Group
Pennsylvania
$606K – – –
EIA
1216
Edgemoor Investment Advisors
Maryland
$599K -$37.1K -896 -6%
WCF
1217
West Coast Financial
California
$599K – – –
ERIM
1218
Eagle Ridge Investment Management
Connecticut
$591K -$18.8K -455 -3%
FWC
1219
First Washington Corp
Washington
$588K – – –
FTI
1220
Fiduciary Trust International
Massachusetts
$587K +$587K +14,204 New
TCOO
1221
Trust Company of Oklahoma
Oklahoma
$583K +$53.7K +1,300 +10%
PSI
1222
Pinnacle Summer Investments
Virginia
$578K +$175K +4,246 +44%
UR
1223
USCA RIA
Texas
$576K +$59.5K +1,440 +12%
IUAM
1224
Itau USA Asset Management
New York
$574K -$116K -2,800 -17%
ACI
1225
Advance Capital I
Michigan
$570K -$819K -19,820 -59%
47 48
49
50 51