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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 %
AMM
676
American Money Management
California
$5.5M -$57.9K -1,044 -1%
NCM
677
Narwhal Capital Management
Georgia
$5.49M -$208K -3,745 -4%
DG
678
Delek Group
Israel
$5.45M -$9.43K -170 -0.2%
PBT
679
Pictet Bank & Trust
Bahamas
$5.43M -$5.54K -100 -0.1%
CA
680
Clearstead Advisors
Ohio
$5.39M -$3.66K -66 -0.1%
VFA
681
Valeo Financial Advisors
Indiana
$5.39M +$430K +7,466 +9%
OIM
682
Opus Investment Management
Massachusetts
$5.38M – – –
GIP
683
Granite Investment Partners
California
$5.34M -$322K -5,814 -6%
IFAM
684
Institutional & Family Asset Management
Colorado
$5.33M +$141K +2,544 +3%
ACP
685
Ashfield Capital Partners
California
$5.28M -$282K -5,081 -5%
AAF
686
Andra AP-fonden
Sweden
$5.18M -$943K -17,000 -15%
LBC
687
Lowe Brockenbrough & Co
Virginia
$5.18M -$84.4K -1,523 -2%
MHIC
688
Marble Harbor Investment Counsel
Massachusetts
$5.17M -$318K -5,740 -6%
SCM
689
Silvant Capital Management
Georgia
$5.13M +$61.1K +1,102 +1%
GH
690
Grosvenor Holdings
Illinois
$5.11M +$5.11M +92,200 New
UR
691
USCA RIA
Texas
$5.08M +$38.8K +700 +0.8%
BPCE
692
Bank Pictet & Cie (Europe)
Germany
$5.07M -$565K -10,199 -10%
LTI
693
Laffer Tengler Investments
Tennessee
$5.03M – – –
IRF
694
IBM Retirement Fund
New York
$5.01M -$741K -13,367 -13%
KS
695
Karpas Strategies
Connecticut
$5.01M +$1.28K +23 +0%
Jones Financial Companies
696
Jones Financial Companies
Missouri
$5.01M -$1.13M -20,370 -18%
AT
697
Arden Trust
Delaware
$4.99M -$146K -2,630 -3%
CIA
698
Cascade Investment Advisors
Oregon
$4.99M -$523K -8,782 -9%
SFS
699
Sowell Financial Services
Arkansas
$4.99M +$341K +5,923 +7%
LW
700
Linscomb Wealth
Texas
$4.92M +$161K +2,908 +3%
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