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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 %
JIC
1226
Joel Isaacson & Co
New York
$501K +$501K +12,131 New
PFBT
1227
Parkside Financial Bank & Trust
Missouri
$495K +$495K +11,974 New
MPMG
1228
Minneapolis Portfolio Management Group
Minnesota
$494K +$494K +11,970 New
SCM
1229
Southport Capital Management
Tennessee
$494K +$494K +11,977 New
M
1230
MOTCO
Texas
$493K +$493K +11,940 New
OPTFSNA
1231
Old Point Trust & Financial Services N A
Virginia
$492K +$492K +11,925 New
CP
1232
Camelot Portfolios
Ohio
$490K +$490K +11,885 New
FC
1233
FIC Capital
New York
$485K +$485K +11,759 New
PFS
1234
Prospera Financial Services
Texas
$484K +$484K +11,694 New
AB
1235
AT Bancorp
Iowa
$482K +$482K +11,693 New
FMWA
1236
Forvis Mazars Wealth Advisors
Missouri
$481K +$481K +11,651 New
MCM
1237
Matarin Capital Management
New York
$477K +$477K +11,555 New
DAC
1238
Dividend Assets Capital
South Carolina
$470K +$470K +11,390 New
CK
1239
Carnick & Kubik
Colorado
$468K +$468K +11,329 New
SAM
1240
SignalPoint Asset Management
Missouri
$467K +$467K +11,316 New
YIA
1241
YHB Investment Advisors
Connecticut
$464K +$464K +11,254 New
HR
1242
Howe & Rusling
New York
$463K +$463K +11,214 New
IIM
1243
Ipswich Investment Management
Massachusetts
$463K +$463K +11,215 New
OCM
1244
Osterweis Capital Management
California
$462K +$462K +11,178 New
FCIM
1245
Fairview Capital Investment Management
California
$462K +$462K +11,186 New
PHS
1246
Pekin Hardy Strauss
Illinois
$461K +$461K +11,178 New
AF
1247
Allworth Financial
California
$460K +$460K +11,154 New
AB
1248
Atlas Brown
Kentucky
$457K +$457K +11,082 New
BOS
1249
Bingham Osborn & Scarborough
California
$456K +$456K +11,041 New
MLL
1250
Moody Lynn & Lieberson
Massachusetts
$455K +$455K +11,030 New
48 49
50
51 52