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Wells Fargo
WFC

Overview Fund Activity

1,480 hedge funds and large institutions have $166B invested in Wells Fargo in 2013 Q2 according to their latest regulatory filings, with 1,480 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
+1,480
Holders Change %
–
% of All Funds
48.32%
Holding in Top 10
296
Holding in Top 10 Change
+296
Holding in Top 10 Change %
%
% of All Funds
9.66%
New
1,480
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 		Shares
Change %
Thrivent Financial for Lutherans
1401
Thrivent Financial for Lutherans
Minnesota
$199K +$199K +4,818,784 New
SHWM
1402
Smith & Howard Wealth Management
Georgia
$190K +$190K +4,610 New
NES
1403
New England Securities
New York
$188K +$188K +4,558 New
CL
1404
CFS LLC
Oklahoma
$181K +$181K +4,395 New
Loomis, Sayles & Company
1405
Loomis, Sayles & Company
Massachusetts
$177K +$177K +4,299,449 New
SKK
1406
Shepherd Kaplan Krochuk
Massachusetts
$165K +$165K +4,000 New
CPA
1407
Cowen Prime Advisors
New York
$141K +$141K +3,410 New
SFPIA
1408
Stevens First Principles Investment Advisors
California
$140K +$140K +3,400 New
SCG
1409
Strategic Capital Group
Washington
$139K +$139K +3,374 New
USGIU
1410
U.S. Global Investors (USGI)
Texas
$132K +$132K +3,200 New
MMH
1411
Menora Mivtachim Holdings
Israel
$118K +$118K +2,847 New
S
1412
SignatureFD
Georgia
$116K +$116K +2,799 New
LIM
1413
Longfellow Investment Management
Massachusetts
$114K +$114K +2,750 New
VCM
1414
Vigilant Capital Management
Maine
$113K +$113K +2,745 New
WA
1415
WealthTrust-Arizona
Arizona
$107K +$107K +2,588 New
DBT
1416
Dubuque Bank & Trust
Iowa
$107K +$107K +2,589 New
TIM
1417
Telemus Investment Management
Michigan
$103K +$103K +2,494 New
MUMSS
1418
Mitsubishi UFJ Morgan Stanley Securities
Japan
$100K +$100K +2,430 New
BCI
1419
Brinker Capital Investments
Pennsylvania
$98K +$98K +2,370 New
SC
1420
Saturna Capital
Washington
$96K +$96K +2,315 New
LFG
1421
LifePlan Financial Group
Ohio
$93K +$93K +2,259 New
BTS
1422
BB&T Securities
Virginia
$91.7K +$91.7K +222,212 New
EWM
1423
Elite Wealth Management
Washington
$87K +$87K +2,110 New
TCCM
1424
Timber Creek Capital Management
Massachusetts
$87K +$87K +2,126 New
RIM
1425
Ranger International Management
Illinois
$85K +$85K +2,065 New
55 56
57
58 59