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 %
ECM
601
ETrade Capital Management
Virginia
$7.32M +$131K +2,368 +2%
BA
602
Boston Advisors
Massachusetts
$7.31M -$6.43K -116 -0.1%
EWM
603
Evercore Wealth Management
New York
$7.26M +$411K +7,418 +6%
Twin Tree Management
604
Twin Tree Management
Texas
$7.17M +$6.55M +118,154 +1,055%
NB
605
NBT Bank
New York
$7.17M -$560K -10,098 -7%
BWM
606
BerganKDV Wealth Management
Minnesota
$7.13M +$234K +4,224 +3%
BFS
607
Bradley Foster & Sargent
Connecticut
$7.07M -$936K -16,877 -12%
KOCAA
608
Knights of Columbus Asset Advisors
Connecticut
$7.07M +$197K +3,550 +3%
IA
609
IndexIQ Advisors
New York
$7.06M +$2.35M +42,332 +50%
MAM
610
Meeder Asset Management
Ohio
$7.04M -$1.31M -23,569 -16%
AAM
611
Advisors Asset Management
Colorado
$7.01M -$1.51M -27,182 -18%
UB
612
UMB Bank
Missouri
$6.96M -$444K -8,003 -6%
PNC
613
Park National Corp
Ohio
$6.96M -$1.31M -23,687 -16%
PG
614
PEAK6 Group
Illinois
$6.95M -$14.5M -261,496 -68%
CIC
615
Canal Insurance Company
South Carolina
$6.93M +$2.02M +36,500 +41%
GIM
616
Grassi Investment Management
California
$6.92M -$176K -3,174 -2%
OA
617
Oak Associates
Ohio
$6.89M +$86.8K +1,565 +1%
W
618
Wealthfront
California
$6.88M +$1.32M +23,854 +24%
GIM
619
Greylin Investment Management
Virginia
$6.88M -$121K -2,185 -2%
BCM
620
Blume Capital Management
California
$6.83M +$144K +2,606 +2%
MHC
621
Meyer Handelman Company
New York
$6.79M +$18.4K +332 +0.3%
AFG
622
American Financial Group
Ohio
$6.76M – – –
GG
623
Greenwood Gearhart
Arkansas
$6.76M +$339K +6,122 +5%
EGA
624
Eagle Global Advisors
Texas
$6.72M +$21.2K +382 +0.3%
CIC
625
Cornercap Investment Counsel
Georgia
$6.64M -$90.1K -1,625 -1%
23 24
25
26 27