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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 %
Carson Wealth (CWM LLC)
751
Carson Wealth (CWM LLC)
Nebraska
$4.16M +$101K +1,826 +2%
AIA
752
Allied Investment Advisors
Montana
$4.09M -$2.5K -45 -0.1%
AA
753
Ancora Advisors
Ohio
$4.09M -$812K -14,643 -17%
CP
754
Cumberland Partners
Ontario, Canada
$4.08M +$4.08M +73,607 New
IA
755
IFP Advisors
Florida
$4.06M -$180K -3,238 -4%
UAM
756
UAS Asset Management
New York
$4.05M +$3.78M +68,125 +1,363%
BOH
757
Bank of Hawaii
Hawaii
$4.05M -$57.8K -1,043 -1%
GI
758
GS Investments
Minnesota
$4.04M -$84.8K -1,530 -2%
PTC
759
Private Trust Company
Ohio
$4.03M -$134K -2,425 -3%
RWP
760
RWA Wealth Partners
Massachusetts
$4.01M +$61.8K +1,114 +2%
SWP
761
Stratos Wealth Partners
Ohio
$4.01M -$755K -13,623 -16%
Cerity Partners
762
Cerity Partners
New York
$4M +$926K +16,713 +30%
CSS
763
Cubist Systematic Strategies
Connecticut
$3.97M +$1.97M +35,597 +99%
AC
764
Alexandria Capital
Virginia
$3.96M +$126K +2,276 +3%
EFS
765
Essex Financial Services
Connecticut
$3.94M +$150K +2,708 +4%
MPIA
766
Mountain Pacific Investment Advisers
Idaho
$3.91M -$31.2K -562 -0.8%
BCM
767
Brookmont Capital Management
Texas
$3.88M +$113K +2,041 +3%
LCP
768
Legacy Capital Partners
Wisconsin
$3.87M -$70.7K -1,275 -2%
CCP
769
Corient Capital Partners
California
$3.86M -$1M -18,091 -21%
RMDI
770
R.M. Davis Inc
Maine
$3.85M -$6.34M -114,429 -62%
WJA
771
Williams Jones & Associates
New York
$3.85M -$36.7K -661 -0.9%
RVM
772
Robinson Value Management
Texas
$3.83M -$106K -1,908 -3%
WC
773
Whitney & Co
New York
$3.83M -$18.8K -340 -0.5%
CONA
774
Capital One National Association
New York
$3.83M -$254K -4,588 -6%
Wolverine Trading
775
Wolverine Trading
Illinois
$3.81M – – –
29 30
31
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