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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 %
QF
701
QVT Financial
New York
$5.15M – – –
PBT
702
Pictet Bank & Trust
Bahamas
$5.14M -$83.6K -1,596 -2%
WCM
703
Weik Capital Management
Pennsylvania
$5.12M -$53K -1,011 -1%
CA
704
Clearstead Advisors
Ohio
$5.1M -$825K -15,744 -14%
OIM
705
Opus Investment Management
Massachusetts
$5.08M -$288K -5,500 -5%
LBC
706
Lowe Brockenbrough & Co
Virginia
$4.98M +$41.6K +793 +0.8%
LDB
707
Lee, Danner & Bass
Tennessee
$4.93M +$196K +3,736 +4%
FCBT
708
First Citizens Bank & Trust
North Carolina
$4.92M +$6.03K +115 +0.1%
IFAM
709
Institutional & Family Asset Management
Colorado
$4.91M -$812K -15,486 -14%
SWM
710
SVA Wealth Management
Wisconsin
$4.89M +$187K +3,384 +4%
AIP
711
Ameritas Investment Partners
Nebraska
$4.88M -$267K -5,104 -5%
AP
712
Advisor Partners
California
$4.86M +$23.6K +451 +0.5%
AT
713
Arden Trust
Delaware
$4.85M -$71.2K -1,359 -1%
SCM
714
Silvant Capital Management
Georgia
$4.79M +$4.79M +91,346 New
UR
715
USCA RIA
Texas
$4.76M -$3.62M -69,090 -43%
TAM
716
Tiverton Asset Management
Delaware
$4.76M +$1.79M +34,170 +60%
BPM
717
Bowling Portfolio Management
Ohio
$4.75M -$132K -2,512 -3%
LTI
718
Laffer Tengler Investments
Tennessee
$4.75M +$4.43M +84,454 +1,355%
KS
719
Karpas Strategies
Connecticut
$4.73M +$1.1K +21 +0%
FWCM
720
Ferguson Wellman Capital Management
Oregon
$4.73M -$36.9M -704,612 -89%
HCM
721
Hutner Capital Management
Vermont
$4.72M -$183K -3,494 -4%
CIC
722
Canal Insurance Company
South Carolina
$4.64M +$2.62M +50,000 +130%
IA
723
IFP Advisors
Florida
$4.64M – – –
AA
724
Ancora Advisors
Ohio
$4.63M -$1.83M -34,844 -28%
SPIA
725
Steward Partners Investment Advisory
New York
$4.62M -$343K -6,538 -7%
27 28
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