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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 %
DMC
1351
Drexel Morgan & Co
Pennsylvania
$315K – – –
LRPA
1352
L. Roy Papp & Associates
Arizona
$315K – – –
MS
1353
Madison Scottsdale
Arizona
$314K – – –
LBC
1354
Lawrence B. Cohen
$313K – – –
MIU
1355
Man Investments (UK)
United Kingdom
$311K -$1.82M -43,945 -85%
WPC
1356
Waters Parkerson & Co
Louisiana
$311K +$12.4K +300 +4%
BCM
1357
Buckhead Capital Management
Georgia
$309K – – –
FGP
1358
Foyston, Gordon, & Payne
Ontario, Canada
$307K – – –
SAM
1359
Summit Asset Management
Tennessee
$307K – – –
CYG
1360
Clean Yield Group
Vermont
$307K – – –
RU
1361
RobecoSam USA
New York
$304K +$17K +412 +6%
Eagle Capital Management (New York)
1362
Eagle Capital Management (New York)
New York
$302K – – –
TNB
1363
Thomasville National Bank
Georgia
$299K +$299K +7,245 New
CAL
1364
Capital Analysts LLC
Pennsylvania
$297K – – –
KFA
1365
Kelleher Financial Advisors
New York
$296K – – –
PLFAM
1366
Pineno Levin & Ford Asset Management
Virginia
$292K – – –
DDC
1367
DF Dent & Co
Maryland
$292K +$16.6K +400 +6%
SNBOSD
1368
Security National Bank of So Dak
Iowa
$291K -$28K -677 -9%
SC
1369
Saybrook Capital
North Carolina
$289K – – –
HC
1370
Highmount Capital
New York
$288K +$288K +6,981 New
BIA
1371
Biondo Investment Advisors
Pennsylvania
$286K -$3.1K -75 -1%
ARMC
1372
American Research & Management Company
Massachusetts
$286K – – –
CCC
1373
Chelsea Counsel Company
California
$285K – – –
LWI
1374
Long Wharf Investors
Massachusetts
$285K – – –
GMA
1375
Goldstein Munger & Associates
California
$285K – – –
53 54
55
56 57