WFC icon

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 %
Jones Financial Companies
651
Jones Financial Companies
Missouri
$5.8M -$3.51M -66,991 -38%
AAF
652
Andra AP-fonden
Sweden
$5.79M -$1.94M -37,000 -25%
RCA
653
Rowland Carmichael Advisors
Arizona
$5.78M +$105 +2 +0%
PAM
654
Private Asset Management
California
$5.76M -$1.56M -29,675 -21%
BUB
655
BBVA USA Bancshares
Texas
$5.64M -$1.13M -21,544 -17%
CAM
656
Cypress Asset Management
Texas
$5.63M -$3.03M -57,752 -35%
HRC
657
Hoertkorn Richard Charles
$5.63M -$17K -325 -0.3%
UCI
658
Uncommon Cents Investing
Wisconsin
$5.62M +$423K +8,070 +8%
Simplex Trading
659
Simplex Trading
Illinois
$5.61M +$5.61M +107,029 New
ISB
660
Iowa State Bank
Iowa
$5.59M -$131K -2,505 -2%
OMCS
661
Old Mutual Customised Solutions
South Africa
$5.58M +$414K +7,900 +8%
GH
662
GAM Holding
Switzerland
$5.56M -$230K -4,381 -4%
RSVP
663
Ramsay Stattman Vela & Price
Colorado
$5.56M +$77.1K +1,471 +1%
BCM
664
Buckhead Capital Management
Georgia
$5.54M +$383K +7,310 +7%
PWLP
665
Prio Wealth Limited Partnership
Massachusetts
$5.52M -$271K -5,179 -5%
EOJOAM
666
E. Ohman J:or Asset Management
Sweden
$5.51M -$603K -11,500 -10%
CIA
667
Capital Investment Advisors
Georgia
$5.51M -$82.5K -1,575 -1%
CIP
668
Convergence Investment Partners
Florida
$5.49M +$2.88M +54,977 +110%
PAM
669
Peak Asset Management
Colorado
$5.45M +$46.2K +881 +0.9%
BHIA
670
Birch Hill Investment Advisors
Massachusetts
$5.44M -$9.65M -184,129 -64%
IRF
671
IBM Retirement Fund
New York
$5.44M -$613K -11,693 -10%
AC
672
AFAM Capital
Texas
$5.42M +$56.2K +1,073 +1%
BCM
673
Brookstone Capital Management
Illinois
$5.4M +$142K +2,710 +3%
AI
674
Atria Investments
North Carolina
$5.4M +$107K +2,043 +2%
CCM
675
Catawba Capital Management
Virginia
$5.39M -$127K -2,432 -2%
25 26
27
28 29