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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 %
FIMG
1376
Financial & Investment Management Group
Michigan
$283K +$56.8K +1,373 +25%
SOADOR
1377
State of Alaska Department of Revenue
Alaska
$282K – – –
AW
1378
Alpha Windward
Massachusetts
$282K +$3.31K +80 +1%
JCM
1379
Janney Capital Management
Pennsylvania
$281K -$6.62K -160 -2%
IPC
1380
Independent Portfolio Consultants
Florida
$280K -$31.7K -769 -10%
CM
1381
Capital Management
Virginia
$280K +$280K +6,771 New
WPIC
1382
White Pine Investment Company
Michigan
$279K – – –
PWAG
1383
Polaris Wealth Advisory Group
California
$278K – – –
KFS
1384
Kurt F. Somerville
$277K – – –
WCM
1385
Windsor Capital Management
Arizona
$276K -$2.39K -58 -0.9%
TCM
1386
Texan Capital Management
Texas
$276K +$276K +6,675 New
PMFA
1387
Plante Moran Financial Advisors
Michigan
$275K +$52.3K +1,267 +23%
TT
1388
Tiedemann Trust
Delaware
$274K -$619K -15,000 -69%
KL
1389
Kinsight LLC
Alabama
$274K – – –
MCMT
1390
Moon Capital Management (Tennessee)
Tennessee
$274K +$274K +6,628 New
IH
1391
IFC Holdings
Florida
$272K +$8.61K +208 +3%
TC
1392
TradeLink Capital
Illinois
$269K -$1.16M -28,099 -81%
FCH
1393
Freestone Capital Holdings
Washington
$263K +$263K +7,581 New
Kayne Anderson Rudnick Investment Management
1394
Kayne Anderson Rudnick Investment Management
California
$259K – – –
TC
1395
Telemus Capital
Michigan
$254K +$254K +6,158 New
HL
1396
HeadInvest LLC
Maine
$251K -$99.2K -2,400 -28%
CL
1397
Croft-Leominster
Maryland
$251K – – –
RFA
1398
Reilly Financial Advisors
California
$251K +$220K +5,329 +714%
NES
1399
New England Securities
New York
$249K +$60.9K +1,476 +32%
AIM
1400
Arcadia Investment Management
Michigan
$248K – – –
54 55
56
57 58