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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 %
MI
501
Markston International
New York
$11.3M -$234K -4,083 -2%
BBI
502
Baxter Bros Inc
Connecticut
$11.2M +$590K +10,641 +6%
CWM
503
Cornerstone Wealth Management
Missouri
$11.2M +$11M +618,650 +5,755%
LM
504
Lincluden Management
Ontario, Canada
$11.2M +$71.2K +1,285 +0.6%
OI
505
Oakbrook Investments
Illinois
$11.1M -$1.92M -34,590 -15%
SSA
506
Schonfeld Strategic Advisors
New York
$11M +$8.06M +145,460 +273%
ACH
507
ArrowMark Colorado Holdings
Colorado
$11M – – –
BS
508
Banco Santander
Spain
$11M -$242K -4,373 -2%
FANJ
509
Financial Architects (New Jersey)
New Jersey
$10.9M +$47.6K +858 +0.4%
GCA
510
Guardian Capital Advisors
Ontario, Canada
$10.9M +$123K +2,160 +1%
GIM
511
Greystone Investment Management
Ohio
$10.9M +$5.54K +100 +0.1%
HEIP
512
Hudson Edge Investment Partners
New Jersey
$10.8M -$2.42M -43,658 -18%
APFBOT
513
Amica Pension Fund Board of Trustees
Rhode Island
$10.8M – – –
LS
514
Livforsakringsbolaget Skandia
Sweden
$10.7M +$588K +10,600 +6%
PMG
515
Private Management Group
California
$10.7M -$32.9K -593 -0.3%
AF
516
Alerus Financial
North Dakota
$10.7M -$53.7K -968 -0.5%
HCM
517
Howard Capital Management
Georgia
$10.6M -$9.86M -175,905 -48%
FLII
518
First Long Island Investors
New York
$10.6M -$3.39M -61,070 -24%
PIA
519
Piedmont Investment Advisors
North Carolina
$10.6M -$26.6M -479,572 -72%
BC
520
Beaconlight Capital
New York
$10.4M +$10.4M +188,400 New
KCM
521
Kornitzer Capital Management
Kansas
$10.4M +$275K +4,957 +3%
SI
522
Stephens Inc
Arkansas
$10.3M +$28.8K +519 +0.3%
NRS
523
Neville Rodie & Shaw
New York
$10.3M -$1.8M -32,416 -15%
EHC
524
Everett Harris & Co
California
$10.3M +$14.7K +265 +0.1%
KRS
525
Kentucky Retirement Systems
Kentucky
$10.3M -$2.38M -42,905 -19%
19 20
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