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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
RI
1451
Redwood Investments
Massachusetts
$33K +$31.2K +800 New
RFA
1452
Reilly Financial Advisors
California
$31K +$29.1K +746 New
TFA
1453
Transamerica Financial Advisors
Florida
$30K +$28.1K +721 New
TCM
1454
TD Capital Management
Tennessee
$30K +$28.6K +735 New
AC
1455
Alexandria Capital
Virginia
$29K +$27.6K +707 New
HTHT
1456
Hemenway Trust Hemenway Trust
New Hampshire
$24K +$23K +589 New
BIM
1457
Bridgecreek Investment Management
Oklahoma
$23K +$22.1K +568 New
UB
1458
UMB Bank
Missouri
$22.3K +$21.1M +541,019 New
AWMS
1459
Advocacy Wealth Management Services
Georgia
$21K +$19.5K +500 New
ACM
1460
Antonetti Capital Management
Florida
$17K +$16.2K +416 New
NIM
1461
NuWave Investment Management
New Jersey
$15K +$14.2K +364 New
SMA
1462
Simply Money Advisors
Ohio
$13K +$12.1K +311 New
SGAM
1463
Smith Group Asset Management
Texas
$12K +$10.9K +279 New
CP
1464
Corbenic Partners
Pennsylvania
$12K +$11.5K +295 New
NC
1465
NewSquare Capital
Pennsylvania
$12K +$11.5K +296 New
LM
1466
Lincluden Management
Ontario, Canada
$10.4K +$9.82M +251,945 New
PFO
1467
Pathstone Family Office
New Jersey
$10K +$9.35K +240 New
BWM
1468
Baystate Wealth Management
Massachusetts
$10K +$9.74K +250 New
OSAM
1469
O'Shaughnessy Asset Management
Connecticut
$9K +$8.92K +229 New
GGPS
1470
Gary Goldberg Planning Services
New York
$8K +$7.79K +200 New
NHFG
1471
New Harbor Financial Group
Massachusetts
$8K +$7.79K +200 New
TIM
1472
Tortoise Investment Management
New York
$8K +$7.79K +200 New
LWA
1473
Lenox Wealth Advisors
New York
$6K +$5.38K +138 New
SFS
1474
Signator Financial Services
Massachusetts
$6K +$5.84K +150 New
EU
1475
Emory University
Georgia
$5K +$4.29K +110 New
56 57 58
59
60

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.