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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 %
BMM
1426
Buffington Mohr McNeal
Idaho
$211K -$15.4K -374 -7%
SCA
1427
Salient Capital Advisors
Texas
$210K -$48.5K -1,175 -19%
MA
1428
Marshwinds Advisory
Georgia
$210K +$497 +12 +0.2%
WSCM
1429
Wellington Shields Capital Management
New York
$209K – – –
WMSA
1430
Weiss Multi-Strategy Advisers
New York
$209K +$209K +5,060 New
GIA
1431
Guyasuta Investment Advisors
Pennsylvania
$209K +$209K +5,070 New
IT
1432
Investors Trust
Texas
$206K – – –
CCA
1433
Conestoga Capital Advisors
Pennsylvania
$202K – – –
FWM
1434
Focused Wealth Management
New York
$195K +$195K +4,721 New
SHWM
1435
Smith & Howard Wealth Management
Georgia
$190K – – –
SCG
1436
Strategic Capital Group
Washington
$189K +$49.8K +1,208 +36%
CL
1437
CFS LLC
Oklahoma
$188K – – –
CAW
1438
Cornerstone Advisors (Washington)
Washington
$186K +$186K +4,500 New
NYLT
1439
New York Life Trust
New York
$183K -$19.2K -463 -9%
CPA
1440
Cowen Prime Advisors
New York
$170K +$28.7K +694 +20%
ICM
1441
Ionic Capital Management
New York
$165K -$1.51M -36,500 -90%
LIM
1442
Longfellow Investment Management
Massachusetts
$150K +$36.3K +879 +32%
VCM
1443
Vigilant Capital Management
Maine
$149K +$35.2K +850 +31%
TFA
1444
Transamerica Financial Advisors
Florida
$140K +$110K +2,663 +369%
USGIU
1445
U.S. Global Investors (USGI)
Texas
$132K – – –
DBT
1446
Dubuque Bank & Trust
Iowa
$130K +$22.8K +550 +21%
GI
1447
GLG Inc
New York
$125K -$21.8M -526,040 -99%
MMH
1448
Menora Mivtachim Holdings
Israel
$118K – – –
S
1449
SignatureFD
Georgia
$118K +$2.52K +61 +2%
EWM
1450
Elite Wealth Management
Washington
$116K +$28.6K +689 +33%
56 57
58
59 60