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Wells Fargo
WFC

1,482 hedge funds and large institutions have $167B invested in Wells Fargo in 2013 Q2 according to their latest regulatory filings, with 1,482 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

76.4% more ownership

Funds ownership: 0% → 76.4% (+76%)

24% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.64B

Holders
1,482
Holders Change
+1,482
Holders Change %
–
% of All Funds
48.35%
Holding in Top 10
296
Holding in Top 10 Change
+296
Holding in Top 10 Change %
% of All Funds
9.66%
New
1,482
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 		Change in
Stake
CCM
1326
Cazenove Capital Management
United Kingdom
$314K +$297K +7,620 New
MS
1327
Madison Scottsdale
Arizona
$314K +$296K +7,600 New
DMC
1328
Drexel Morgan & Co
Pennsylvania
$314K +$297K +7,611 New
LRPA
1329
L. Roy Papp & Associates
Arizona
$314K +$297K +7,612 New
LBC
1330
Lawrence B. Cohen
$313K +$295K +7,579 New
IPC
1331
Independent Portfolio Consultants
Florida
$312K +$294K +7,555 New
Tudor Investment Corp
1332
Tudor Investment Corp
Connecticut
$310K +$292K +7,500 New
PFA
1333
Pure Financial Advisors
California
$310K +$293K +7,507 New
BCM
1334
Buckhead Capital Management
Georgia
$308K +$291K +7,470 New
SAM
1335
Summit Asset Management
Tennessee
$307K +$289K +7,429 New
CYG
1336
Clean Yield Group
Vermont
$307K +$290K +7,440 New
CCM
1337
Cai Capital Management
New York
$306K +$289K +7,408 New
EWA
1338
EP Wealth Advisors
California
$306K +$289K +7,408 New
FGP
1339
Foyston, Gordon, & Payne
Ontario, Canada
$306K +$289K +7,421 New
Eagle Capital Management (New York)
1340
Eagle Capital Management (New York)
New York
$301K +$284K +7,300 New
NCMW
1341
Northern Capital Management (Wisconsin)
Wisconsin
$300K +$283K +7,270 New
WPC
1342
Waters Parkerson & Co
Louisiana
$299K +$282K +7,233 New
CAL
1343
Capital Analysts LLC
Pennsylvania
$296K +$280K +7,178 New
KFA
1344
Kelleher Financial Advisors
New York
$296K +$279K +7,167 New
RBC
1345
Ronald Blue & Co
Georgia
$296K +$280K +7,181 New
SIC
1346
Sigma Investment Counselors
Michigan
$295K +$279K +7,156 New
PLFAM
1347
Pineno Levin & Ford Asset Management
Virginia
$292K +$276K +7,078 New
BIA
1348
Biondo Investment Advisors
Pennsylvania
$289K +$273K +7,000 New
SC
1349
Saybrook Capital
North Carolina
$289K +$273K +7,000 New
JCM
1350
Janney Capital Management
Pennsylvania
$287K +$271K +6,956 New
52 53
54
55 56

WFC Hedge Fund Activity: Q2 2013 in Review

1,482 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2013, worth a combined $167B.

Buyers outnumbered sellers: 1,482 funds opened new WFC positions and 0 closed out — a net gain of 1,482 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,482 institutional investors held Wells Fargo (WFC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $167B of Wells Fargo stock for Q2 2013.
  • 1,482 funds opened new Wells Fargo positions in Q2 2013 and 0 closed out, a net change of +1,482 holders.

Based on aggregated 13F filings for Q2 2013.