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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 %
PTC
776
Private Trust Company
Ohio
$3.94M +$76.3K +1,455 +2%
GI
777
GS Investments
Minnesota
$3.9M -$71K -1,355 -2%
BOH
778
Bank of Hawaii
Hawaii
$3.88M +$214K +4,079 +6%
AIA
779
Allied Investment Advisors
Montana
$3.87M +$158K +3,011 +4%
CONA
780
Capital One National Association
New York
$3.86M -$96.8K -1,847 -2%
CIM
781
CenturyLink Investment Management
Colorado
$3.83M – – –
Carson Wealth (CWM LLC)
782
Carson Wealth (CWM LLC)
Nebraska
$3.83M -$767K -14,636 -17%
MIM
783
Marco Investment Management
Georgia
$3.83M -$2.38M -45,318 -38%
Wolverine Trading
784
Wolverine Trading
Illinois
$3.81M -$16.7M -319,351 -81%
BFM
785
Boston Financial Management
Massachusetts
$3.76M -$548K -10,449 -13%
FAAS
786
First Allied Advisory Services
California
$3.76M +$92.2K +1,762 +3%
RWP
787
RWA Wealth Partners
Massachusetts
$3.73M -$1.88M -35,918 -34%
MPIA
788
Mountain Pacific Investment Advisers
Idaho
$3.73M -$366K -6,976 -9%
LCP
789
Legacy Capital Partners
Wisconsin
$3.73M +$71K +1,355 +2%
PGFC
790
Peapack-Gladstone Financial Corp
New Jersey
$3.72M -$1.27M -24,216 -25%
RVM
791
Robinson Value Management
Texas
$3.72M -$94K -1,793 -2%
KJHP
792
K.J. Harrison & Partners
Ontario, Canada
$3.67M -$440K -8,397 -11%
WJA
793
Williams Jones & Associates
New York
$3.67M -$604K -11,515 -14%
CBB
794
Citizens Business Bank
California
$3.67M +$322K +6,142 +10%
DCM
795
Donaldson Capital Management
Indiana
$3.66M -$246K -4,685 -6%
BOTW
796
Bank of the West
California
$3.66M -$267K -5,102 -7%
WC
797
Whitney & Co
New York
$3.64M +$56.7K +1,082 +2%
PAG
798
Private Advisor Group
New Jersey
$3.62M -$1.93M -36,821 -35%
AC
799
Alexandria Capital
Virginia
$3.62M +$324K +6,175 +10%
EFS
800
Essex Financial Services
Connecticut
$3.58M -$117K -2,229 -3%
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