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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 %
JWBC
176
John W. Bristol & Co
New York
$112M -$8M -193,571 -7%
FPP
177
Findlay Park Partners
United Kingdom
$109M -$8.86M -214,500 -8%
SI
178
Sentry Investments
Ontario, Canada
$107M +$7.6M +183,900 +8%
ACM
179
Atlanta Capital Management
Georgia
$106M -$2.68M -64,784 -2%
WIM
180
Weitz Investment Management
Nebraska
$105M +$157K +3,790 +0.1%
KIG
181
Kovitz Investment Group
Illinois
$105M -$421K -10,183 -0.4%
LCOV
182
London Company of Virginia
Virginia
$104M +$6.25M +151,252 +6%
CB
183
Cooke & Bieler
Pennsylvania
$103M -$4.7M -113,639 -4%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$102M -$5.05M -122,095 -5%
TG
185
TCW Group
California
$100M -$1.31M -31,613 -1%
Comerica Bank
186
Comerica Bank
Texas
$99.7M +$99.7M +2,413,574 New
TPSF
187
Texas Permanent School Fund
Texas
$99.3M -$5.1M -123,423 -5%
RFC
188
Regions Financial Corp
Alabama
$95.9M +$517K +12,521 +0.5%
FMI
189
Factory Mutual Insurance
Massachusetts
$95.8M – – –
CLM
190
ClearBridge LLC (Maryland)
Maryland
$95.6M -$13.9M -336,285 -13%
FI
191
Focused Investors
California
$94.3M +$3.68M +89,000 +4%
EIP
192
Epoch Investment Partners
New York
$94.3M +$6.71M +162,454 +8%
AIG
193
American International Group
New York
$93.9M -$197K -4,763 -0.2%
VOYA Investment Management
194
VOYA Investment Management
Georgia
$93.3M -$226M -5,476,102 -71%
BNP Paribas Asset Management
195
BNP Paribas Asset Management
France
$92.9M +$1.44M +34,894 +2%
Victory Capital Management
196
Victory Capital Management
Texas
$91.4M +$91.4M +2,213,179 New
TRSOTSOK
197
Teachers Retirement System of the State of Kentucky
Kentucky
$90.5M -$8.07M -195,300 -8%
DC
198
Davenport & Co
Virginia
$90.2M -$95.2K -2,304 -0.1%
Cohen & Steers
199
Cohen & Steers
New York
$89.1M -$9.6M -232,284 -10%
BTS
200
BB&T Securities
Virginia
$88.2M -$3.6M -8,718 -4%
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