WFC icon

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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$19.1B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.1B +$142M +3,430,298 +1%
State Street
3
State Street
Massachusetts
$8.64B -$76.1M -1,841,788 -0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.23B -$478M -11,556,438 -6%
Capital World Investors
5
Capital World Investors
California
$6.17B +$577M +13,970,816 +10%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.53B +$507M +12,260,837 +10%
BIT
7
BlackRock Institutional Trust
California
$5.29B -$151M -3,661,090 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$3.82B -$319M -7,726,247 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.07B +$331M +8,014,984 +12%
Dodge & Cox
10
Dodge & Cox
California
$3.07B +$5.09M +123,135 +0.2%
Northern Trust
11
Northern Trust
Illinois
$3.04B -$93.7M -2,268,061 -3%
DSA
12
Davis Selected Advisers
Arizona
$2.44B -$60.7M -1,468,906 -2%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.27B – – –
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$2.14B +$243M +5,868,971 +13%
Franklin Resources
15
Franklin Resources
California
$2.12B -$293M -7,082,334 -12%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.92B -$27.1M -656,331 -1%
BFA
17
BlackRock Fund Advisors
California
$1.8B -$10.6M -255,775 -0.6%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.79B +$11.2M +270,340 +0.6%
Norges Bank
19
Norges Bank
Norway
$1.75B -$132M -3,187,126 -7%
BG
20
BlackRock Group
United Kingdom
$1.65B +$105M +2,550,043 +7%
BA
21
BlackRock Advisors
Delaware
$1.54B -$10M -242,804 -0.6%
Ameriprise
22
Ameriprise
Minnesota
$1.5B -$89.4M -2,163,602 -6%
TCIM
23
TIAA CREF Investment Management
New York
$1.47B +$81.3M +1,968,620 +6%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.43B +$21.9M +531,181 +2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.36B +$71M +1,718,349 +5%
1
2 3 4 5