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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
NYLT
1401
New York Life Trust
New York
$202K +$190K +4,883 New
CCA
1402
Conestoga Capital Advisors
Pennsylvania
$202K +$191K +4,900 New
Thrivent Financial for Lutherans
1403
Thrivent Financial for Lutherans
Minnesota
$199K +$188M +4,818,784 New
SHWM
1404
Smith & Howard Wealth Management
Georgia
$190K +$180K +4,610 New
NES
1405
New England Securities
New York
$188K +$178K +4,558 New
CL
1406
CFS LLC
Oklahoma
$181K +$171K +4,395 New
Loomis, Sayles & Company
1407
Loomis, Sayles & Company
Massachusetts
$177K +$168M +4,299,449 New
SKK
1408
Shepherd Kaplan Krochuk
Massachusetts
$165K +$156K +4,000 New
CPA
1409
Cowen Prime Advisors
New York
$141K +$133K +3,410 New
SFPIA
1410
Stevens First Principles Investment Advisors
California
$140K +$132K +3,400 New
SCG
1411
Strategic Capital Group
Washington
$139K +$131K +3,374 New
USGIU
1412
U.S. Global Investors (USGI)
Texas
$132K +$125K +3,200 New
MMH
1413
Menora Mivtachim Holdings
Israel
$118K +$111K +2,847 New
S
1414
SignatureFD
Georgia
$116K +$109K +2,799 New
LIM
1415
Longfellow Investment Management
Massachusetts
$114K +$107K +2,750 New
VCM
1416
Vigilant Capital Management
Maine
$113K +$107K +2,745 New
WA
1417
WealthTrust-Arizona
Arizona
$107K +$101K +2,588 New
DBT
1418
Dubuque Bank & Trust
Iowa
$107K +$101K +2,589 New
TIM
1419
Telemus Investment Management
Michigan
$103K +$97.2K +2,494 New
MUMSS
1420
Mitsubishi UFJ Morgan Stanley Securities
Japan
$100K +$94.7K +2,430 New
BCI
1421
Brinker Capital Investments
Pennsylvania
$98K +$92.4K +2,370 New
SC
1422
Saturna Capital
Washington
$96K +$90.2K +2,315 New
LFG
1423
LifePlan Financial Group
Ohio
$93K +$88K +2,259 New
BTS
1424
BB&T Securities
Virginia
$91.7K +$8.66M +222,212 New
EWM
1425
Elite Wealth Management
Washington
$87K +$82.2K +2,110 New
55 56
57
58 59

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.