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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
1
Capital World Investors
California
$6.17B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$5.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.05B
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.07B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.14B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.23B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.82B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$0
4
Franklin Resources
4
Franklin Resources
California
$2.12B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
1251
Bollard Group
Massachusetts
$493K +$41.3K +1,000 +9%
OPTFSNA
1252
Old Point Trust & Financial Services N A
Virginia
$492K – – –
TH
1253
TCTC Holdings
Texas
$488K +$113K +2,735 +30%
MBT
1254
Monroe Bank & Trust
Michigan
$488K +$158K +3,830 +48%
JCM
1255
JD Capital Management
Connecticut
$484K +$484K +11,719 New
MLL
1256
Moody Lynn & Lieberson
Massachusetts
$480K +$24.5K +592 +5%
FANJ
1257
Financial Architects (New Jersey)
New Jersey
$479K +$28.9K +697 +6%
AB
1258
AT Bancorp
Iowa
$477K -$5.61K -136 -1%
OCM
1259
Osterweis Capital Management
California
$477K – – –
MCM
1260
Matarin Capital Management
New York
$477K – – –
11A
1261
10-15 Associates
New York
$472K +$59.9K +1,450 +15%
DAC
1262
Dividend Assets Capital
South Carolina
$471K – – –
AWA
1263
AmeriServ Wealth Advisors
Pennsylvania
$467K +$128K +3,101 +38%
PFS
1264
Prospera Financial Services
Texas
$465K -$20.5K -493 -4%
AF
1265
Allworth Financial
California
$465K +$4.13K +100 +0.9%
PAS
1266
Partnervest Advisory Services
California
$464K +$88.8K +2,151 +24%
IIM
1267
Ipswich Investment Management
Massachusetts
$463K – – –
MMLI
1268
Massachusetts Mutual Life Insurance
Massachusetts
$463K +$463K +11,201 New
FCIM
1269
Fairview Capital Investment Management
California
$462K – – –
PHS
1270
Pekin Hardy Strauss
Illinois
$462K +$165 +4 +0%
FNBOH
1271
First National Bank of Hutchinson
Kansas
$460K -$256K -6,191 -36%
CP
1272
Camelot Portfolios
Ohio
$456K -$35.1K -850 -7%
CK
1273
Carnick & Kubik
Colorado
$454K -$13.6K -330 -3%
BP
1274
BBR Partners
New York
$454K +$15.1K +365 +3%
EFSCE
1275
Enterprise Financial Services Corp (EFSC)
Missouri
$453K +$7.74K +187 +2%
49 50
51
52 53