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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 %
WA
1451
WealthTrust-Arizona
Arizona
$107K – – –
TF
1452
Trutina Financial
Washington
$106K +$106K +2,557 New
AWMS
1453
Advocacy Wealth Management Services
Georgia
$105K +$84K +2,000 +400%
BCI
1454
Brinker Capital Investments
Pennsylvania
$103K +$4.96K +120 +5%
WA
1455
Waverly Advisors
Alabama
$98K +$98K +2,373 New
SC
1456
Saturna Capital
Washington
$96K – – –
LFG
1457
LifePlan Financial Group
Ohio
$93K – – –
TCCM
1458
Timber Creek Capital Management
Massachusetts
$87K – – –
IMS
1459
Index Management Solutions
Pennsylvania
$86K +$86K +2,073 New
OFS
1460
Orrstown Financial Services
Pennsylvania
$83K – – –
BOK
1461
Bank of Kentucky
Kentucky
$81K +$2.08K +50 +3%
HCM
1462
Horrell Capital Management
Arkansas
$76K – – –
ATC
1463
Adirondack Trust Company
New York
$76K +$22.7K +550 +43%
First Eagle Investment Management
1464
First Eagle Investment Management
New York
$74K – – –
RIA
1465
Regal Investment Advisors
Michigan
$72K +$41 +1 +0.1%
CFSG
1466
Community Financial Services Group
Vermont
$71K +$33.9K +820 +92%
AFIA
1467
America First Investment Advisors
Nebraska
$70K +$4.12K +100 +6%
MUMSS
1468
Mitsubishi UFJ Morgan Stanley Securities
Japan
$67K -$32.9K -800 -33%
CBT
1469
Central Bank & Trust
Kentucky
$59K -$5.71K -139 -9%
AIB
1470
Allied Irish Banks
Ireland
$59K – – –
HDIM
1471
Hanson & Doremus Investment Management
Vermont
$59K +$4.49K +108 +8%
JIR
1472
James Investment Research
Ohio
$54K – – –
GI
1473
Gradient Investments
Minnesota
$49K +$8.27K +199 +20%
JAM
1474
Jolley Asset Management
North Carolina
$43K – – –
CRM
1475
Cramer Rosenthal McGlynn
Connecticut
$41K – – –
57 58
59
60 61