WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,972 hedge funds and large institutions have $213B invested in Wells Fargo in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 662 increasing their positions, 973 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-31
Holders Change %
-1.55%
% of All Funds
45.21%
Holding in Top 10
182
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+10.98%
% of All Funds
4.17%
New
99
Increased
662
Reduced
973
Closed
106
Calls
$2.53B
Puts
$3.52B
Net Calls
-$988M
Net Calls Change
-$177M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.95B
2
Sanders Capital
Sanders Capital
Florida
+$871M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$845M
4
Morgan Stanley
Morgan Stanley
New York
+$829M
5
Ameriprise
Ameriprise
Minnesota
+$458M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$985M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$673M
3
EVM
Eaton Vance Management
Massachusetts
-$612M
4
BlackRock
BlackRock
New York
-$376M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
301
PM Capital
Australia
$36.6M +$3.65M +65,800 +11%
CI
302
Conning Inc
Connecticut
$36.3M -$5.37M -96,887 -13%
Axa
303
Axa
France
$36.3M -$4.82M -86,960 -12%
IP
304
Interval Partners
New York
$35.2M +$21.6M +390,005 +159%
ELI
305
Empire Life Investments
Ontario, Canada
$34.6M +$7.16M +129,151 +26%
MNG
306
Manning & Napier Group
New York
$34.6M -$2.93M -52,826 -8%
Baird Financial Group
307
Baird Financial Group
Wisconsin
$34.1M +$122K +2,199 +0.4%
MSA
308
Mason Street Advisors
Wisconsin
$34.1M +$210K +3,796 +0.6%
YL
309
YCG LLC
Texas
$33.9M -$50.1K -899 -0.1%
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$33.5M – – –
SM
311
Soapstone Management
Maryland
$33M +$9.89M +178,400 +43%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$32.8M -$17.4M -314,152 -35%
RCAMU
313
Rothschild & Co Asset Management US
Connecticut
$32.7M +$310K +5,584 +1%
HighTower Advisors
314
HighTower Advisors
Illinois
$32.2M -$2.87M -51,804 -8%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$31.6M -$1.75M -31,590 -5%
Creative Planning
316
Creative Planning
Kansas
$31.4M +$2.24M +40,480 +8%
AB
317
Amalgamated Bank
New York
$31.4M +$833K +15,033 +3%
MOACM
318
Mutual of America Capital Management
New York
$31.3M +$241K +4,353 +0.8%
H
319
Hexavest
Quebec, Canada
$31.1M -$9.54K -172 -0%
DnB Asset Management
320
DnB Asset Management
Norway
$31.1M +$1.36M +24,600 +5%
SOADOR
321
State of Alaska Department of Revenue
Alaska
$30.8M +$5.09M +91,729 +20%
B
322
BP
United Kingdom
$30.7M +$3.05M +55,000 +11%
ESBC
323
E.S. Barr & Co
Kentucky
$30.5M +$2.3M +41,466 +8%
Man Group
324
Man Group
United Kingdom
$30.4M +$800K +14,438 +3%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$30.3M -$177K -3,188 -0.6%
11 12
13
14 15