WFC icon

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 %
TA
1401
Teton Advisors
New York
$248K – – –
KCM
1402
Kornitzer Capital Management
Kansas
$248K +$248K +6,000 New
ICM
1403
IMS Capital Management
Oregon
$246K -$729K -17,661 -75%
AB
1404
Atlas Brown
Kentucky
$245K -$213K -5,152 -46%
CCP
1405
Clarkston Capital Partners
Michigan
$244K +$27.4K +664 +13%
JWA
1406
JFS Wealth Advisors
Pennsylvania
$244K +$244K +5,904 New
AA
1407
ALPS Advisors
Colorado
$243K +$243K +5,878 New
MIP
1408
Marietta Investment Partners
Wisconsin
$240K – – –
NCMG
1409
NCM Capital Management Group
North Carolina
$235K -$111K -2,690 -32%
AWS
1410
Aris Wealth Services
Pennsylvania
$234K +$234K +5,658 New
DAM
1411
Doheny Asset Management
California
$232K -$893K -21,645 -79%
FMC
1412
First Merchants Corp
Indiana
$230K +$6.14K +148 +3%
FIAS
1413
FinTrust Investment Advisory Services
South Carolina
$228K +$8.27K +200 +4%
BOS
1414
Bank of Stockton
California
$225K +$225K +5,452 New
RPGK
1415
Retirement Planning Group (Kansas)
Kansas
$223K – – –
SIM
1416
Sigma Investment Management
Oregon
$222K – – –
GIM
1417
Groesbeck Investment Management
New Jersey
$219K – – –
SCM
1418
Salem Capital Management
Massachusetts
$217K – – –
FCFC
1419
First Commonwealth Financial Corp
Pennsylvania
$214K – – –
VCAM
1420
Van Cleef Asset Management
Ohio
$214K +$214K +5,173 New
BFA
1421
Beaumont Financial Advisors
Massachusetts
$214K +$214K +5,189 New
QC
1422
QCM Cayman
Texas
$212K +$212K +5,122 New
CMBA
1423
C.M. Bidwell & Associates
Hawaii
$212K +$212K +5,125 New
CHJWM
1424
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212K +$212K +5,151 New
CCM
1425
Cutler Capital Management
Massachusetts
$211K -$426K -10,300 -67%
55 56
57
58 59