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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 %
GIA
126
Gateway Investment Advisers
Ohio
$184M +$1.96M +47,358 +1%
Federated Hermes
127
Federated Hermes
Pennsylvania
$184M -$24.6M -595,558 -12%
BIP
128
Brandes Investment Partners
California
$181M -$8.71M -210,904 -5%
CM
129
CS McKee
Pennsylvania
$181M -$9.32M -225,543 -5%
SA
130
SQ Advisors
Florida
$179M +$30.2M +731,356 +20%
EIG
131
EdgePoint Investment Group
Ontario, Canada
$178M -$3.77M -91,176 -2%
Loomis, Sayles & Company
132
Loomis, Sayles & Company
Massachusetts
$177M -$257K -6,221 -0.1%
Capital International Investors
133
Capital International Investors
California
$177M – – –
WM
134
WS Management
Florida
$177M – – –
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$174M -$6.9M -166,930 -4%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$173M -$1.24M -29,960 -0.7%
AQR Capital Management
137
AQR Capital Management
Connecticut
$171M -$47.5M -1,148,718 -22%
WHG
138
Westwood Holdings Group
Texas
$171M -$10.3M -248,885 -6%
Retirement Systems of Alabama
139
Retirement Systems of Alabama
Alabama
$168M -$900K -21,781 -0.5%
JHIU
140
Janus Henderson Investors US
Colorado
$166M +$14M +338,092 +9%
USAA
141
United Services Automobile Association
Texas
$164M -$15.8M -381,563 -9%
Pzena Investment Management
142
Pzena Investment Management
New York
$161M +$34.8M +842,050 +27%
Two Sigma Investments
143
Two Sigma Investments
New York
$161M +$33.3M +806,377 +26%
OTPPB
144
Ontario Teachers' Pension Plan Board
Ontario, Canada
$161M -$29.9M -724,353 -16%
PI
145
PGGM Investments
Netherlands
$159M +$7.99M +193,304 +5%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$158M -$49.9M -1,207,135 -24%
Bessemer Group
147
Bessemer Group
New Jersey
$155M +$551K +13,341 +0.4%
JFL
148
Jarislowsky, Fraser Ltd
Quebec, Canada
$153M -$5.21M -126,167 -3%
EAM
149
Eagle Asset Management
Florida
$152M +$78.2M +1,879,132 +106%
TGCM
150
Tukman Grossman Capital Management
California
$150M -$13M -315,000 -8%
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