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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 %
CB
801
Cadence Bank
Mississippi
$3.47M +$26.4K +476 +0.8%
PVH
802
Psagot Value Holdings
Israel
$3.46M -$166K -2,995 -5%
SB
803
Simmons Bank
Arkansas
$3.45M -$43K -775 -1%
WPC
804
Waters Parkerson & Co
Louisiana
$3.45M -$22.2K -400 -0.6%
GT
805
Greenleaf Trust
Michigan
$3.44M +$554K +9,992 +19%
SG
806
Somerset Group
Minnesota
$3.43M – – –
Acadian Asset Management
807
Acadian Asset Management
Massachusetts
$3.43M -$80.8K -1,458 -2%
WIA
808
Wealthstreet Investment Advisors
Texas
$3.42M -$48.1K -867 -1%
SCA
809
Stonebridge Capital Advisors
Minnesota
$3.42M +$15.2K +274 +0.4%
OTPPB
810
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.4M -$1.25M -22,552 -27%
DP
811
DDD Partners
Washington
$3.39M +$72.5K +1,308 +2%
CIC
812
Chilton Investment Company
Connecticut
$3.37M – – –
LIM
813
Leavell Investment Management
Alabama
$3.36M +$5.49K +99 +0.2%
KSCM
814
Kamunting Street Capital Management
Florida
$3.33M +$832K +15,000 +33%
CCM
815
Chilton Capital Management
Texas
$3.33M -$240K -4,331 -7%
SCM
816
Southport Capital Management
Tennessee
$3.32M +$318K +5,729 +11%
AAMA
817
Advanced Asset Management Advisors
Ohio
$3.32M – – –
Fiera Capital (Canada)
818
Fiera Capital (Canada)
Quebec, Canada
$3.31M -$66.1K -1,192 -2%
Bessemer Group
819
Bessemer Group
New Jersey
$3.3M +$61.9K +1,117 +2%
MIM
820
Marco Investment Management
Georgia
$3.29M -$761K -13,730 -19%
BHWM
821
Bar Harbor Wealth Management
New Hampshire
$3.29M -$320K -5,775 -9%
RC
822
Roundview Capital
New Jersey
$3.28M -$7.87K -142 -0.2%
MCP
823
Mirador Capital Partners
California
$3.27M -$39K -703 -1%
SFFS
824
Stonehage Fleming Financial Services
Jersey
$3.26M +$34.9K +630 +1%
AL
825
Aspiriant LLC
California
$3.24M +$484K +8,739 +18%
31 32
33
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