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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 %
IIC
1301
Ironwood Investment Counsel
Arizona
$408K +$4.72K +114 +1%
CL
1302
CPWM LLC
Washington
$403K – – –
CI
1303
Capital International
California
$401K – – –
HS
1304
Huntington Steele
Pennsylvania
$400K -$23.3K -564 -6%
HPCM
1305
High Pointe Capital Management
Illinois
$400K – – –
YIA
1306
YHB Investment Advisors
Connecticut
$399K -$66.6K -1,609 -14%
GAM
1307
Gould Asset Management
California
$399K – – –
GD
1308
Grandfield & Dodd
New York
$397K -$1.98K -48 -0.5%
HCM
1309
Hodges Capital Management
Texas
$397K +$19.2K +464 +5%
FMW
1310
Farr Miller & Washington
District of Columbia
$392K -$33K -800 -8%
BIM
1311
Barton Investment Management
Pennsylvania
$392K – – –
ACM
1312
Alpha Capital Management
Texas
$391K +$6.91K +167 +2%
TA
1313
TBP Advisors
New York
$389K -$165K -4,000 -30%
FIB
1314
First Interstate Bank
Montana
$388K -$36.3K -877 -9%
WCM Investment Management
1315
WCM Investment Management
California
$388K +$1.65K +40 +0.4%
CCT
1316
Country Club Trust
Missouri
$387K +$51K +1,235 +15%
LCM
1317
LVM Capital Management
Michigan
$386K – – –
AAMU
1318
AEGON Asset Management (UK)
United Kingdom
$382K -$34.7K -840 -8%
SFM
1319
Systematic Financial Management
New Jersey
$382K -$52.6M -1,271,991 -99%
FBP
1320
Flippin Bruce & Porter
Virginia
$381K +$23.1K +559 +6%
FPA
1321
Fieldpoint Private Advisors
New York
$381K +$28.9K +700 +8%
PWP
1322
Private Wealth Partners
California
$377K -$8.68K -210 -2%
AAS
1323
Annex Advisory Services
Wisconsin
$377K -$2.48K -60 -0.7%
WHRC
1324
W.H. Reaves & Co
New Jersey
$377K – – –
WCA
1325
Waratah Capital Advisors
Ontario, Canada
$376K -$1.19M -28,900 -76%
51 52
53
54 55