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 %
RIG
1276
Renaissance Investment Group
Massachusetts
$452K +$7.02K +170 +2%
SAS
1277
Spectrum Advisory Services
Georgia
$450K – – –
FMWA
1278
Forvis Mazars Wealth Advisors
Missouri
$449K -$32.2K -779 -7%
AFC
1279
AFT Forsyth & Company
Florida
$448K +$20.6K +500 +5%
WA
1280
WBH Advisory
Maryland
$446K -$4.26K -103 -0.9%
CICI
1281
Capital Investment Counsel Inc
North Carolina
$446K – – –
CRC
1282
Curi RMB Capital
Illinois
$445K +$21.5K +521 +5%
MVA
1283
Mount Vernon Associates
Maryland
$441K -$2.45M -59,256 -85%
SCM
1284
Sterneck Capital Management
Missouri
$441K -$2.77K -67 -0.6%
ASN
1285
Advisory Services Network
Georgia
$441K +$11.7K +283 +3%
NBC
1286
Neuberger Berman Canada
Ontario, Canada
$440K -$1.14M -27,610 -72%
PWW
1287
Pettyjohn Wood & White
Virginia
$440K -$1.36K -33 -0.3%
BEAM
1288
Baker Ellis Asset Management
Washington
$436K – – –
QCM
1289
Quaker Capital Management
Pennsylvania
$434K – – –
IFLIT
1290
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$434K – – –
GIA
1291
GHP Investment Advisors
Colorado
$431K +$289 +7 +0.1%
KTC
1292
Kistler-Tiffany Companies
Pennsylvania
$431K +$38.2K +924 +10%
FBT
1293
Founders Bank & Trust
Michigan
$430K +$47.6K +1,155 +12%
JG
1294
Jefferies Group
New York
$427K -$523K -12,662 -55%
FNBTCON
1295
First National Bank & Trust Co of Newtown
Pennsylvania
$424K -$14.8K -357 -3%
CCA
1296
Cobblestone Capital Advisors
New York
$415K -$37.2K -900 -8%
PFC
1297
Phocas Financial Corp
California
$414K +$40.3K +975 +11%
BOS
1298
Bingham Osborn & Scarborough
California
$413K -$43.6K -1,054 -10%
ZTNA
1299
Zions Trust National Association
Utah
$413K +$6.2K +150 +2%
GIM
1300
Goelzer Investment Management
Indiana
$411K -$437K -10,594 -52%
50 51
52
53 54