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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 %
SFFS
851
Stonehage Fleming Financial Services
Jersey
$3.04M -$7.65M -145,927 -72%
WS
852
Wedbush Securities
California
$3.04M -$1.34M -25,539 -31%
CTA
853
Chesley Taft & Associates
Illinois
$3.04M -$189K -3,614 -6%
RCC
854
Red Cedar Capital
Nebraska
$3.03M -$123K -2,340 -4%
ASA
855
Armstrong Shaw Associates
Connecticut
$3.02M -$60.8K -1,161 -2%
GIM
856
Guardian Investment Management
California
$3M -$319K -6,092 -10%
GP
857
Girard Partners
Pennsylvania
$3M -$669K -12,771 -18%
AP
858
Appleton Partners
Massachusetts
$2.98M -$253K -4,832 -8%
AW
859
ACG Wealth
Georgia
$2.98M +$1.53M +29,107 +105%
KLI
860
Kelman-Lazarov Inc
Tennessee
$2.96M -$249K -4,745 -8%
I
861
IberiaBank
Louisiana
$2.95M -$5.48M -104,587 -65%
B
862
Barings
North Carolina
$2.95M -$3.03M -57,900 -51%
LCM
863
Laurion Capital Management
New York
$2.93M -$13.1M -250,703 -82%
PPSG
864
Princeton Portfolio Strategies Group
New Jersey
$2.93M -$414K -7,899 -12%
Cerity Partners
865
Cerity Partners
New York
$2.9M -$1.31M -25,055 -31%
WKWM
866
Walter & Keenan Wealth Management
Indiana
$2.9M +$244K +4,650 +9%
HT
867
Heritage Trust
Oklahoma
$2.9M -$253K -4,822 -8%
LWCFA
868
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.89M -$29.3K -560 -1%
Lord, Abbett & Co
869
Lord, Abbett & Co
New Jersey
$2.89M -$40.4M -769,907 -93%
AAP
870
Arax Advisory Partners
Colorado
$2.87M -$43.1K -823 -1%
PTCG
871
Pring Turner Capital Group
California
$2.87M +$5.24K +100 +0.2%
IIM
872
Intact Investment Management
Quebec, Canada
$2.87M +$1.95M +37,200 +213%
SCM
873
Southport Capital Management
Tennessee
$2.84M -$225K -4,299 -7%
FCMT
874
Founders Capital Management (Texas)
Texas
$2.84M +$4.19K +80 +0.1%
MA
875
Montag & Associates
Georgia
$2.81M -$27.6K -526 -1%
33 34
35
36 37