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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 %
TFA
1451
Transamerica Financial Advisors
Florida
$30K +$30K +721 New
TCM
1452
TD Capital Management
Tennessee
$30K +$30K +735 New
AC
1453
Alexandria Capital
Virginia
$29K +$29K +707 New
HTHT
1454
Hemenway Trust Hemenway Trust
New Hampshire
$24K +$24K +589 New
BIM
1455
Bridgecreek Investment Management
Oklahoma
$23K +$23K +568 New
UB
1456
UMB Bank
Missouri
$22.3K +$22.3K +541,019 New
AWMS
1457
Advocacy Wealth Management Services
Georgia
$21K +$21K +500 New
ACM
1458
Antonetti Capital Management
Florida
$17K +$17K +416 New
NIM
1459
NuWave Investment Management
New Jersey
$15K +$15K +364 New
SMA
1460
Simply Money Advisors
Ohio
$13K +$13K +311 New
SGAM
1461
Smith Group Asset Management
Texas
$12K +$12K +279 New
CP
1462
Corbenic Partners
Pennsylvania
$12K +$12K +295 New
NC
1463
NewSquare Capital
Pennsylvania
$12K +$12K +296 New
LM
1464
Lincluden Management
Ontario, Canada
$10.4K +$10.4K +251,945 New
PFO
1465
Pathstone Family Office
New Jersey
$10K +$10K +240 New
BWM
1466
Baystate Wealth Management
Massachusetts
$10K +$10K +250 New
OSAM
1467
O'Shaughnessy Asset Management
Connecticut
$9K +$9K +229 New
NHFG
1468
New Harbor Financial Group
Massachusetts
$8K +$8K +200 New
GGPS
1469
Gary Goldberg Planning Services
New York
$8K +$8K +200 New
TIM
1470
Tortoise Investment Management
New York
$8K +$8K +200 New
LWA
1471
Lenox Wealth Advisors
New York
$6K +$6K +138 New
SFS
1472
Signator Financial Services
Massachusetts
$6K +$6K +150 New
EU
1473
Emory University
Georgia
$5K +$5K +110 New
NCM
1474
Nelson Capital Management
California
$4K +$4K +93 New
HCC
1475
Hirtle Callaghan & Co
Pennsylvania
$4K +$4K +99 New
56 57 58
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