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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 %
AIM
701
ARGA Investment Management
Connecticut
$4.91M +$2.38M +42,950 +94%
SAM
702
Silvercrest Asset Management
New York
$4.9M -$718K -12,942 -13%
SPIA
703
Steward Partners Investment Advisory
New York
$4.89M +$10.4K +188 +0.2%
GFA
704
Gifford Fong Associates
California
$4.88M – – –
GIP
705
Greatmark Investment Partners
Georgia
$4.87M +$184K +3,315 +4%
BUB
706
BBVA USA Bancshares
Texas
$4.86M -$1.11M -20,060 -19%
AWM
707
Arbor Wealth Management
Florida
$4.85M -$23.6K -407 -0.5%
PWLP
708
Prio Wealth Limited Partnership
Massachusetts
$4.82M -$1.02M -18,341 -17%
YIA
709
YHB Investment Advisors
Connecticut
$4.81M +$534K +9,628 +12%
MYLI
710
Meiji Yasuda Life Insurance
Japan
$4.77M +$231K +4,166 +5%
HCM
711
Hutner Capital Management
Vermont
$4.73M -$267K -4,820 -5%
LDB
712
Lee, Danner & Bass
Tennessee
$4.72M -$493K -8,899 -9%
SIC
713
Salem Investment Counselors
North Carolina
$4.69M +$289K +5,208 +7%
AIP
714
Ameritas Investment Partners
Nebraska
$4.69M -$470K -8,482 -9%
GCM
715
Gibraltar Capital Management
Oklahoma
$4.69M +$107K +1,935 +2%
LA
716
LVW Advisors
New York
$4.68M +$176K +3,172 +4%
WIC
717
Woodmont Investment Counsel
Tennessee
$4.64M -$4.49K -81 -0.1%
BPM
718
Bowling Portfolio Management
Ohio
$4.62M -$410K -7,391 -8%
CWM
719
Concentric Wealth Management
California
$4.62M +$12K +216 +0.3%
HBT
720
Hills Bank & Trust
Iowa
$4.59M -$269K -4,848 -6%
AMAL
721
Asset Management Advisors LLC
Oklahoma
$4.58M -$44.4K -800 -1%
KRSITF
722
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.58M -$993K -17,906 -18%
FCH
723
Freestone Capital Holdings
Washington
$4.57M +$2.6M +46,911 +132%
MIAN
724
Mariner Independent Advisor Network
Kansas
$4.57M -$3.27M -59,007 -42%
CIP
725
Convergence Investment Partners
Florida
$4.57M -$1.24M -22,423 -21%
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