WFC icon

Wells Fargo
WFC

Overview Fund Activity

2,003 hedge funds and large institutions have $199B invested in Wells Fargo in 2018 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 625 increasing their positions, 1,064 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
-44
Holders Change %
-2.15%
% of All Funds
45.97%
Holding in Top 10
164
Holding in Top 10 Change
-68
Holding in Top 10 Change %
-29.31%
% of All Funds
3.76%
New
129
Increased
625
Reduced
1,064
Closed
156
Calls
$2.3B
Puts
$3.11B
Net Calls
-$812M
Net Calls Change
-$460M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.24B
3
Capital World Investors
Capital World Investors
California
+$1.13B
4
EVM
Eaton Vance Management
Massachusetts
+$444M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$393M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$927M
2
Ameriprise
Ameriprise
Minnesota
-$702M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$691M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$466M
5
PC
PointState Capital
New York
-$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
301
Piedmont Investment Advisors
North Carolina
$35.1M -$15.2M -289,952 -30%
CTB
302
Country Trust Bank
Illinois
$35M -$5.95M -113,554 -15%
AIMCA
303
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35M +$27.3M +520,500 +355%
Squarepoint
304
Squarepoint
New York
$34.7M +$34.7M +661,917 New
Jennison Associates
305
Jennison Associates
New York
$34.5M +$2.82M +53,780 +9%
CBOA
306
Commonwealth Bank of Australia
Australia
$34M -$5.48M -104,613 -14%
BCWM
307
Bartlett & Co Wealth Management
Ohio
$33.5M +$33.5M +639,849 New
BC
308
Bartlett & Co
Ohio
$33.5M -$1.74M -33,192 -5%
LTFS
309
Ladenburg Thalmann Financial Services
Florida
$33.5M -$1.12M -21,380 -3%
HighTower Advisors
310
HighTower Advisors
Illinois
$33.2M -$63.8K -1,219 -0.2%
VanEck Associates
311
VanEck Associates
New York
$32.9M +$2.2M +41,945 +7%
HIM
312
Hermes Investment Management
United Kingdom
$32.2M -$8.16M -155,618 -20%
Baird Financial Group
313
Baird Financial Group
Wisconsin
$32.1M -$36.2M -690,387 -53%
MSA
314
Mason Street Advisors
Wisconsin
$32M -$304K -5,805 -0.9%
AU
315
Algebris (UK)
United Kingdom
$32M -$3.93M -75,050 -11%
YL
316
YCG LLC
Texas
$31.8M +$6.25M +119,977 +24%
Robeco Institutional Asset Management
317
Robeco Institutional Asset Management
Netherlands
$31.8M +$11M +209,449 +53%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$31.5M +$584K +11,141 +2%
PC
319
PM Capital
Australia
$31.1M +$855K +16,305 +3%
RCAMU
320
Rothschild & Co Asset Management US
Connecticut
$30.6M -$1.56M -29,698 -5%
Luther King Capital Management (LKCM)
321
Luther King Capital Management (LKCM)
Texas
$30.6M -$36.5M -696,484 -54%
SW
322
SVB Wealth
Massachusetts
$30.5M -$1.16M -22,056 -4%
SG Americas Securities
323
SG Americas Securities
New York
$29.6M -$13.5M -257,681 -31%
H
324
Hexavest
Quebec, Canada
$29.5M -$10.4K -198 -0%
MOACM
325
Mutual of America Capital Management
New York
$29.4M +$297K +5,668 +1%
11 12
13
14 15