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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 %
ECM
826
Elgethun Capital Management
South Dakota
$3.28M -$27.6K -526 -0.8%
WIA
827
Wealthstreet Investment Advisors
Texas
$3.28M +$251K +4,796 +8%
WPC
828
Waters Parkerson & Co
Louisiana
$3.28M -$1.31K -25 -0%
CB
829
Cadence Bank
Mississippi
$3.26M +$140K +2,674 +4%
CHC
830
City Holding Co
West Virginia
$3.26M +$72.7K +1,388 +2%
CNC
831
Citizens & Northern Corp
Pennsylvania
$3.25M -$33.3K -635 -1%
SG
832
Somerset Group
Minnesota
$3.25M -$522K -9,960 -14%
SCA
833
Stonebridge Capital Advisors
Minnesota
$3.22M -$15.7K -300 -0.5%
CIA
834
Choate Investment Advisors
Massachusetts
$3.19M -$1.02M -19,520 -24%
Fiera Capital (Canada)
835
Fiera Capital (Canada)
Quebec, Canada
$3.19M +$395K +7,535 +14%
CIC
836
Chilton Investment Company
Connecticut
$3.18M -$46.9K -894 -1%
BOIA
837
Bush ODonnell Investment Advisors
Missouri
$3.18M -$1.96M -37,470 -38%
LIM
838
Leavell Investment Management
Alabama
$3.17M -$65.5K -1,250 -2%
CFA
839
Carroll Financial Associates
North Carolina
$3.16M -$65.5K -1,249 -2%
BCCM
840
Bridge Creek Capital Management
Massachusetts
$3.15M -$161K -3,074 -5%
BPCA
841
Bank Pictet & Cie (Asia)
Singapore
$3.15M -$167K -3,195 -5%
CANY
842
Caxton Associates (New York)
New York
$3.15M -$16.5M -314,987 -84%
DP
843
DDD Partners
Washington
$3.14M +$83.2K +1,587 +3%
AAMA
844
Advanced Asset Management Advisors
Ohio
$3.13M – – –
RC
845
Roundview Capital
New Jersey
$3.11M -$58.6K -1,119 -2%
MCP
846
Mirador Capital Partners
California
$3.1M +$240K +4,626 +8%
ACM
847
Argyle Capital Management
Pennsylvania
$3.1M -$152K -2,900 -5%
MWM
848
Mission Wealth Management
California
$3.08M +$40.7K +777 +1%
Bessemer Group
849
Bessemer Group
New Jersey
$3.06M +$9.12K +174 +0.3%
JIC
850
JRM Investment Counsel
Nebraska
$3.05M +$183K +3,500 +6%
32 33
34
35 36