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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 %
FM
876
Family Management
New York
$2.79M +$2.79M +53,306 New
SSA
877
Schonfeld Strategic Advisors
New York
$2.79M +$1.4M +26,665 +100%
NIS
878
National Investment Services
Wisconsin
$2.79M -$83.8K -1,599 -3%
NAM
879
NorthCoast Asset Management
Connecticut
$2.77M +$2.77M +52,851 New
WSL
880
Western Standard LLC
California
$2.76M +$1.98M +37,685 +251%
ASN
881
Advisory Services Network
Georgia
$2.76M +$214K +4,090 +8%
AC
882
Avenir Corporation
Virginia
$2.76M -$52.4K -1,000 -2%
ACS
883
Archford Capital Strategies
Illinois
$2.75M +$3.34K +55 +0.1%
APP
884
Avantax Planning Partners
Iowa
$2.75M +$160K +3,055 +6%
SIC
885
SFE Investment Counsel
California
$2.74M -$1.05M -19,970 -28%
GT
886
Greenleaf Trust
Michigan
$2.73M +$134K +2,547 +5%
SACTSONJ
887
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.73M -$419K -8,000 -13%
FSCM
888
Front Street Capital Management
Montana
$2.73M -$49.7K -948 -2%
SCA
889
Sage Capital Advisors
South Dakota
$2.71M +$14.2K +271 +0.5%
SHCM
890
Stokes & Hubbell Capital Management
Louisiana
$2.7M +$11.1K +211 +0.4%
CW
891
Cobiz Wealth
Colorado
$2.69M -$475K -9,061 -15%
MFW
892
Meristem Family Wealth
Minnesota
$2.69M -$66.8K -1,275 -2%
SAM
893
Sawgrass Asset Management
Florida
$2.69M -$127K -2,415 -5%
TC
894
Telemus Capital
Michigan
$2.67M -$102K -1,938 -4%
MBTD
895
Mechanics Bank - Trust Department
California
$2.66M -$39.8K -760 -1%
JIC
896
Johnson Investment Counsel
Ohio
$2.66M -$1.24M -23,572 -32%
VAM
897
Visionary Asset Management
Texas
$2.66M -$92.2K -1,770 -3%
CCM
898
Cohen Capital Management
California
$2.66M – – –
RC
899
RegentAtlantic Capital
New Jersey
$2.66M -$277K -5,289 -9%
MYIA
900
Mount Yale Investment Advisors
Colorado
$2.65M +$2.65M +50,471 New
34 35
36
37 38