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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 %
KeyBank National Association
201
KeyBank National Association
Ohio
$88M -$146M -3,535,459 -62%
NTCOC
202
Northern Trust Company of Connecticut
Connecticut
$87.3M +$2.75M +66,602 +3%
JHC
203
JFB Holdings Corp
Georgia
$86.8M +$2.28M +55,166 +3%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$86.2M +$385K +9,321 +0.4%
Korea Investment Corp
205
Korea Investment Corp
South Korea
$86M +$6.84M +165,600 +9%
Mawer Investment Management
206
Mawer Investment Management
Alberta, Canada
$84.5M +$5.82M +140,911 +7%
CBOA
207
Commonwealth Bank of Australia
Australia
$84M -$36M -870,172 -30%
IRF
208
IBM Retirement Fund
New York
$82.6M -$12M -291,219 -13%
HTC
209
Haverford Trust Company
Pennsylvania
$82.4M +$1.16M +27,995 +1%
SG Americas Securities
210
SG Americas Securities
New York
$79.4M -$20.5M -496,208 -21%
MCI
211
McDonald Capital Investors
California
$78.2M +$295K +7,150 +0.4%
H
212
Hexavest
Quebec, Canada
$76.4M +$2.06M +49,866 +3%
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$75.7M -$1.6M -38,686 -2%
RFS
214
Rockefeller Financial Services
New York
$75.5M -$10.3M -248,564 -12%
HI
215
Honeywell International
North Carolina
$75.2M +$3.88M +94,000 +5%
EA
216
Euclid Advisors
Connecticut
$75.1M +$16.8M +405,718 +29%
ASA
217
Armstrong Shaw Associates
Connecticut
$75.1M +$240K +5,816 +0.3%
CCM
218
Check Capital Management
California
$75M -$7.19M -173,894 -9%
ERSOT
219
Employees Retirement System of Texas
Texas
$74.2M +$5.48M +132,600 +8%
Nomura Asset Management
220
Nomura Asset Management
Japan
$73.9M -$7.66M -185,312 -9%
GT
221
Glenmede Trust
Pennsylvania
$72.6M +$4.52M +109,316 +7%
AAI
222
American Assets Inc
California
$72.4M – – –
Janus Henderson Group
223
Janus Henderson Group
United Kingdom
$72.1M +$1.44M +34,726 +2%
GC
224
Guggenheim Capital
Illinois
$71.9M +$5.3M +128,181 +8%
N
225
Natixis
France
$70.9M -$886K -21,434 -1%
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