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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 %
SBH
526
Segall Bryant & Hamill
Illinois
$10.1M -$446K -8,512 -4%
BBI
527
Baxter Bros Inc
Connecticut
$10M -$275K -5,241 -3%
PMG
528
ProVise Management Group
Florida
$9.95M -$93.8K -1,789 -0.9%
GAM
529
Griffin Asset Management
New York
$9.93M +$719K +13,724 +8%
NPF
530
Norris Perne & French
Michigan
$9.8M +$3.06M +58,372 +45%
Pacer Advisors
531
Pacer Advisors
Pennsylvania
$9.76M +$1.9M +36,338 +24%
SI
532
Stephens Inc
Arkansas
$9.75M -$525K -10,022 -5%
EHC
533
Everett Harris & Co
California
$9.75M +$1.2M +22,983 +14%
RMDI
534
R.M. Davis Inc
Maine
$9.64M -$8.67M -165,459 -47%
GCA
535
Guardian Capital Advisors
Ontario, Canada
$9.61M -$349K -6,867 -4%
CIM
536
Courant Investment Management
Tennessee
$9.6M – – –
LS
537
Livforsakringsbolaget Skandia
Sweden
$9.59M – – –
KCM
538
Kornitzer Capital Management
Kansas
$9.57M -$386K -7,365 -4%
EDRH
539
Edmond de Rothschild Holding
Switzerland
$9.56M +$62.9K +1,200 +0.7%
LMGAM
540
Liberty Mutual Group Asset Management
Massachusetts
$9.56M – – –
ACI
541
Alpha Cubed Investments
California
$9.49M -$59.9K -1,142 -0.6%
CCM
542
Covington Capital Management
California
$9.47M -$904K -17,255 -9%
DC
543
Davenport & Co
Virginia
$9.35M -$41.3M -788,043 -82%
SCM
544
Schneider Capital Management
Pennsylvania
$9.24M -$4.09M -78,000 -31%
SFG
545
Sather Financial Group
Texas
$9.23M -$14.5K -276 -0.2%
CDH
546
Charles D. Hyman
$9.23M -$275K -5,249 -3%
PFP
547
Pinnacle Financial Partners
Tennessee
$9.21M +$255K +4,859 +3%
BRCM
548
Bright Rock Capital Management
Massachusetts
$9.13M – – –
MMA
549
Miracle Mile Advisors
California
$9.03M +$9.03M +172,300 New
GWM
550
Geneos Wealth Management
Colorado
$9.01M +$100K +1,910 +1%
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