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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 %
SOMRS
151
State of Michigan Retirement System
Michigan
$150M -$1.45M -35,100 -1%
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$149M +$2.94M +71,270 +2%
Diamond Hill Capital Management
153
Diamond Hill Capital Management
Ohio
$149M -$1.26M -30,466 -0.8%
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$145M +$727K +17,598 +0.5%
OAMG
155
Odey Asset Management Group
United Kingdom
$143M -$37.3M -903,196 -21%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$143M +$104M +2,517,371 +270%
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$140M -$34.2M -827,487 -20%
LBG
158
Lloyds Banking Group
United Kingdom
$137M +$15.6M +377,787 +13%
UIM
159
USS Investment Management
United Kingdom
$136M – – –
ACI
160
AMP Capital Investors
Australia
$135M -$4.25M -102,278 -3%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$135M -$4.84M -117,072 -3%
Brown Advisory
162
Brown Advisory
Maryland
$133M +$1.13M +27,434 +0.9%
SBAM
163
Santa Barbara Asset Management
California
$133M +$11M +266,717 +9%
MPI
164
Mairs & Power Inc
Minnesota
$132M -$10.6M -257,603 -7%
Canada Life
165
Canada Life
Manitoba, Canada
$130M +$96M +2,327,974 +279%
FCAM
166
F&C Asset Management
United Kingdom
$127M -$3.4M -82,392 -3%
AAM
167
Aberdeen Asset Management
United Kingdom
$127M +$36.3M +875,077 +40%
Aviva
168
Aviva
United Kingdom
$126M +$12.7M +306,989 +11%
PAMU
169
Pictet Asset Management (UK)
United Kingdom
$126M +$13.4M +324,423 +12%
MLICM
170
Metropolitan Life Insurance Company (MetLife)
New York
$126M -$3.01M -72,803 -2%
BCIM
171
British Columbia Investment Management
British Columbia, Canada
$126M -$11.2M -270,103 -8%
MA
172
Marshfield Associates
District of Columbia
$123M -$1.24M -29,917 -1%
LCS
173
Levin Capital Strategies
New York
$119M -$1.85M -44,723 -2%
USSCPF
174
United States Steel & Carnegie Pension Fund
New York
$119M -$17.6M -425,000 -13%
GF
175
Gabelli Funds
New York
$113M +$248K +6,000 +0.2%
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