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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 %
CPS
1501
Counsel Portfolio Services
Ontario, Canada
$4.91K -$3.74K -90,500 -43%
PFO
1502
Pathstone Family Office
New Jersey
$4K -$6.11K -145 -60%
NCM
1503
Nelson Capital Management
California
$4K – – –
EFS
1504
Essex Financial Services
Connecticut
$2.59K -$126 -3,060 -5%
MAS
1505
Madden Advisory Services
Florida
$2K -$68 -2 -3%
AA
1506
AlphaMark Advisors
Kentucky
$2K – – –
Winslow Capital Management
1507
Winslow Capital Management
Minnesota
– -$314M -7,598,419 Closed
VAM
1508
Vontobel Asset Management
New York
– -$200M -4,756,977 Closed
CLG
1509
Cooperman Leon G
– -$68.3M -1,654,900 Closed
NC
1510
Nicholas Company
Wisconsin
– -$50M -1,211,800 Closed
CCP
1511
Clough Capital Partners
Massachusetts
– -$37.8M -916,208 Closed
NMERB
1512
New Mexico Educational Retirement Board
New Mexico
– -$32.2M -779,466 Closed
WC
1513
Wexford Capital
Florida
– -$16.3M -396,000 Closed
CGI
1514
CI Global Investments
California
– -$13.2M -319,000 Closed
LG
1515
Leuthold Group
Minnesota
– -$11.2M -271,556 Closed
QIM
1516
Quest Investment Management
Oregon
– -$9.01M -218,195 Closed
SA
1517
Smithwood Advisers
California
– -$8.25M -200,000 Closed
WP
1518
WMS Partners
Maryland
– -$8.1M -196,144 Closed
AAM
1519
Archipel Asset Management
Sweden
– -$8.06M -195,176 Closed
AIM
1520
ADAR Investment Management
New Jersey
– -$6.09M -147,583 Closed
SBCM
1521
Silver Bridge Capital Management
Massachusetts
– -$4.23M -102,457 Closed
SC
1522
Saiers Capital
New York
– -$2.92M -70,700 Closed
SSI
1523
Scott & Selber Inc
Texas
– -$2.09M -50,584 Closed
MAM
1524
Meeder Asset Management
Ohio
– -$2.06M -49,800 Closed
CCMU
1525
Cheyne Capital Management (UK)
United Kingdom
– -$1.59M -40,840 Closed
59 60
61
62 63