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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 %
ACM
1326
Aviance Capital Management
Florida
$374K -$4.92K -119 -1%
Manulife (Manufacturers Life Insurance)
1327
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$372K -$15.4K -373,468 -4%
VNA
1328
VNBTrust National Association
Virginia
$371K +$14.7K +355 +4%
ACM
1329
Argyle Capital Management
Pennsylvania
$365K – – –
SIC
1330
Sigma Investment Counselors
Michigan
$363K +$66.9K +1,618 +23%
EWA
1331
EP Wealth Advisors
California
$362K +$56.2K +1,361 +18%
WKA
1332
Wilson Kemp & Associates
Michigan
$359K -$689K -16,686 -66%
BC
1333
Brinker Capital
Pennsylvania
$356K -$8.63K -209 -2%
WDA
1334
Wendell David Associates
New Hampshire
$355K +$123K +3,010 +53%
FBT
1335
First Bankers Trust
Kentucky
$352K -$4.1K -99 -1%
NCMW
1336
Northern Capital Management (Wisconsin)
Wisconsin
$350K +$49.8K +1,205 +17%
TFF
1337
Timothy F. Fidgeon
$349K – – –
T
1338
TradeWorx
New Jersey
$345K +$345K +8,342 New
AP
1339
Atwood & Palmer
Missouri
$343K – – –
SFI
1340
SPC Financial Inc
Maryland
$339K +$3.89K +94 +1%
NPIT
1341
National Penn Investors Trust
Pennsylvania
$338K -$1.03K -25 -0.3%
JT
1342
Jump Trading
Illinois
$338K +$338K +8,174 New
FNBOMD
1343
First National Bank of Mount Dora
Florida
$335K – – –
EIM
1344
Emerson Investment Management
Massachusetts
$333K -$10.3K -250 -3%
MPMG
1345
Minneapolis Portfolio Management Group
Minnesota
$329K -$165K -4,000 -33%
HCM
1346
Highlander Capital Management
New Jersey
$328K – – –
RSVP
1347
Ramsay Stattman Vela & Price
Colorado
$318K -$10.3K -250 -3%
PFA
1348
Pure Financial Advisors
California
$318K +$8.25K +200 +3%
HR
1349
Howe & Rusling
New York
$317K -$150K -3,599 -32%
PHAM
1350
Palisades Hudson Asset Management
Florida
$317K – – –
52 53
54
55 56