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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 %
GCIA
751
Gabelli & Co Investment Advisers
New York
$4.24M -$52.4K -1,000 -1%
WF
752
WoodTrust Financial
Wisconsin
$4.24M +$46.1K +880 +1%
DWM
753
Dorchester Wealth Management
Quebec, Canada
$4.22M +$2.43M +46,360 +135%
AIM
754
Avity Investment Management
Connecticut
$4.22M -$7.34K -140 -0.2%
SFS
755
Sowell Financial Services
Arkansas
$4.21M +$289K +5,531 +7%
BCP
756
Blue Chip Partners
Michigan
$4.2M -$759K -14,486 -15%
NWM
757
Nicola Wealth Management
British Columbia, Canada
$4.16M +$4.16M +79,457 New
PTB
758
Pioneer Trust Bank
Oregon
$4.15M -$21.5K -410 -0.5%
BMO
759
Beck Mack & Oliver
New York
$4.12M -$5.77K -110 -0.1%
HVIA
760
Hudson Valley Investment Advisors
New York
$4.11M -$786K -14,992 -16%
1SB
761
1ST Source Bank
Indiana
$4.09M -$162K -3,083 -4%
AWM
762
Avior Wealth Management
Nebraska
$4.08M +$117K +2,232 +3%
SIC
763
Salem Investment Counselors
North Carolina
$4.08M -$556K -10,820 -12%
Temasek Holdings
764
Temasek Holdings
Singapore
$4.05M -$5.05M -96,273 -55%
YIA
765
YHB Investment Advisors
Connecticut
$4.05M +$684K +13,057 +20%
CNBT
766
Canandaigua National Bank & Trust
New York
$4.03M +$1.29M +24,651 +47%
CL
767
CPWM LLC
Washington
$4.03M +$1.39M +26,459 +52%
ONB
768
Old National Bancorp
Indiana
$4.02M +$46.1K +879 +1%
AT
769
Argent Trust
Texas
$4.02M -$71.2K -1,358 -2%
RA
770
Raffles Associates
New York
$4M -$1.55M -29,600 -28%
Kovitz Investment Group Partners
771
Kovitz Investment Group Partners
Illinois
$3.98M -$8.11M -154,782 -67%
BFA
772
Bragg Financial Advisors
North Carolina
$3.98M -$1.59M -30,423 -29%
LNWWM
773
Laird Norton Wetherby Wealth Management
California
$3.97M +$100K +1,910 +3%
WTB
774
Washington Trust Bank
Washington
$3.96M -$508K -9,701 -11%
SCI
775
Stableford Capital II
Arizona
$3.96M +$367K +7,000 +10%
29 30
31
32 33