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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 %
MIFH
326
Migdal Insurance & Financial Holdings
Israel
$30.3M -$21.7M -390,896 -42%
FCM
327
Flinton Capital Management
Pennsylvania
$30.1M +$563K +10,160 +2%
FIM
328
Frontier Investment Management
Texas
$30M +$837K +15,105 +3%
WIM
329
Weitz Investment Management
Nebraska
$30M +$34.3K +618 +0.1%
NIMC
330
NWQ Investment Management Company
California
$29.9M -$11.1M -199,865 -27%
SIM
331
Sprucegrove Investment Management
Ontario, Canada
$29.6M -$1.01M -18,200 -3%
KIA
332
KCM Investment Advisors
California
$28.7M -$989K -17,838 -3%
RJFSA
333
Raymond James Financial Services Advisors
Florida
$28.6M +$72.1K +1,301 +0.3%
MA
334
MUFG Americas
New York
$28.5M -$829K -14,961 -3%
VDBMI
335
Van Den Berg Management I
Texas
$27.9M -$458K -8,257 -2%
VDI
336
Vaughan David Investments
Illinois
$27.8M +$387K +6,983 +1%
OAM
337
Oppenheimer Asset Management
New York
$27.8M +$125K +2,258 +0.5%
TPI
338
Tesco Pension Investment
United Kingdom
$27.7M – – –
WBC
339
Westpac Banking Corp
Australia
$27.4M -$2.44M -43,933 -8%
BAM
340
Berkshire Asset Management
Pennsylvania
$27.2M +$431K +7,777 +2%
CS
341
Candriam SCA
Luxembourg
$27.2M +$402K +7,248 +2%
NAM
342
Nissay Asset Management
Japan
$26.8M +$720K +12,984 +3%
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$26.8M +$208K +3,747 +0.8%
IG
344
ING Group
Netherlands
$26.6M +$1.29M +23,219 +5%
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$26.5M +$873K +15,754 +3%
UCFA
346
United Capital Financial Advisors
Texas
$26.4M +$1.85M +33,347 +8%
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
$25.9M -$491K -8,855 -2%
DAM
348
Delta Asset Management
Tennessee
$25.9M +$256K +4,610 +1%
MAA
349
Matrix Asset Advisors
New York
$25.8M -$229K -4,131 -0.9%
SW
350
SVB Wealth
Massachusetts
$25.8M -$6.46M -116,536 -20%
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