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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 %
CCA
1251
Cobblestone Capital Advisors
New York
$452K +$452K +10,953 New
BG
1252
Bollard Group
Massachusetts
$451K +$451K +10,936 New
SAS
1253
Spectrum Advisory Services
Georgia
$450K +$450K +10,892 New
FANJ
1254
Financial Architects (New Jersey)
New Jersey
$449K +$449K +10,867 New
WA
1255
WBH Advisory
Maryland
$449K +$449K +10,898 New
CICI
1256
Capital Investment Counsel Inc
North Carolina
$446K +$446K +10,801 New
BSW
1257
Buckingham Strategic Wealth
Missouri
$445K +$445K +10,782 New
EFSCE
1258
Enterprise Financial Services Corp (EFSC)
Missouri
$444K +$444K +10,759 New
WRM
1259
Westport Resources Management
Connecticut
$444K +$444K +10,768 New
RIG
1260
Renaissance Investment Group
Massachusetts
$444K +$444K +10,770 New
ASN
1261
Advisory Services Network
Georgia
$443K +$443K +10,390 New
SCM
1262
Sterneck Capital Management
Missouri
$443K +$443K +10,728 New
PWW
1263
Pettyjohn Wood & White
Virginia
$441K +$441K +10,686 New
BP
1264
BBR Partners
New York
$439K +$439K +10,626 New
FNBTCON
1265
First National Bank & Trust Co of Newtown
Pennsylvania
$438K +$438K +10,611 New
BEAM
1266
Baker Ellis Asset Management
Washington
$436K +$436K +10,560 New
IFLIT
1267
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$434K +$434K +10,515 New
QCM
1268
Quaker Capital Management
Pennsylvania
$434K +$434K +10,515 New
GIA
1269
GHP Investment Advisors
Colorado
$430K +$430K +10,422 New
AFC
1270
AFT Forsyth & Company
Florida
$427K +$427K +10,351 New
FMW
1271
Farr Miller & Washington
District of Columbia
$425K +$425K +10,293 New
FIB
1272
First Interstate Bank
Montana
$424K +$424K +10,260 New
HS
1273
Huntington Steele
Pennsylvania
$423K +$423K +10,252 New
CRC
1274
Curi RMB Capital
Illinois
$423K +$423K +10,256 New
AAMU
1275
AEGON Asset Management (UK)
United Kingdom
$416K +$416K +10,087 New
49 50
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