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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 %
KLI
851
Kelman-Lazarov Inc
Tennessee
$2.97M -$162K -2,916 -5%
CMTU
852
Capital Markets Trading (UK)
United Kingdom
$2.97M +$2.97M +53,494 New
WF
853
WoodTrust Financial
Wisconsin
$2.96M -$1.52M -27,384 -34%
BMO
854
Beck Mack & Oliver
New York
$2.96M -$1.4M -25,193 -32%
HT
855
Heritage Trust
Oklahoma
$2.96M -$102K -1,845 -3%
Lord, Abbett & Co
856
Lord, Abbett & Co
New Jersey
$2.96M -$103K -1,852 -3%
NIS
857
National Investment Services
Wisconsin
$2.93M -$21.5K -388 -0.7%
BDF
858
Balasa Dinverno & Foltz
$2.93M +$259K +4,671 +10%
MYIA
859
Mount Yale Investment Advisors
Colorado
$2.92M +$117K +2,109 +4%
VF
860
Virtu Financial
New York
$2.91M +$2.91M +52,566 New
WP
861
WealthSource Partners
California
$2.9M +$1.91M +34,476 +193%
HI
862
HBK Investments
Texas
$2.88M -$22.8M -410,405 -89%
GP
863
Girard Partners
Pennsylvania
$2.88M -$290K -5,230 -9%
SHCM
864
Stokes & Hubbell Capital Management
Louisiana
$2.87M +$14.5K +262 +0.5%
ASN
865
Advisory Services Network
Georgia
$2.86M -$208K -3,561 -7%
SAM
866
Sawgrass Asset Management
Florida
$2.85M +$5.55K +100 +0.2%
BJL
867
Brighton Jones LLC
Washington
$2.85M +$167K +3,004 +6%
QF
868
QVT Financial
New York
$2.84M -$2.61M -47,069 -48%
SCA
869
Sage Capital Advisors
South Dakota
$2.81M -$55.8K -1,007 -2%
CCM
870
Cohen Capital Management
California
$2.81M – – –
WAOTB
871
Wealth Advisors of Tampa Bay
Florida
$2.78M +$82.8K +1,471 +3%
IR
872
IAT Reinsurance
New York
$2.77M -$2.11M -38,000 -43%
MBTD
873
Mechanics Bank - Trust Department
California
$2.77M -$48.2K -869 -2%
PPSG
874
Princeton Portfolio Strategies Group
New Jersey
$2.76M -$341K -6,158 -11%
Lido Advisors
875
Lido Advisors
California
$2.75M +$43.6K +786 +2%
33 34
35
36 37