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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 %
HWA
876
HCR Wealth Advisors
California
$2.75M -$38.6K -690 -1%
BOIA
877
Bush ODonnell Investment Advisors
Missouri
$2.75M -$612K -11,040 -18%
FSCM
878
Front Street Capital Management
Montana
$2.75M -$138K -2,482 -5%
TSWM
879
Triangle Securities Wealth Management
North Carolina
$2.75M +$5.71K +103 +0.2%
BFA
880
Bragg Financial Advisors
North Carolina
$2.74M -$1.46M -26,390 -35%
ATIA
881
American Trust Investment Advisors
New Hampshire
$2.74M +$16.2K +292 +0.6%
EWM
882
Endurance Wealth Management
Rhode Island
$2.68M -$20.2K -364 -0.7%
SC
883
Savant Capital
Illinois
$2.68M -$13.9K -250 -0.5%
CIP
884
Capital Insight Partners
Arizona
$2.68M +$39K +704 +1%
CHAM
885
Clear Harbor Asset Management
Connecticut
$2.67M +$2.34M +42,285 +720%
BSPF
886
British Steel Pension Fund
United Kingdom
$2.67M -$3.35M -60,518 -56%
H
887
HoyleCohen
California
$2.67M -$90.1K -1,625 -3%
CCM
888
Compton Capital Management
Rhode Island
$2.66M -$49.9K -900 -2%
CG
889
Cutler Group
California
$2.66M +$215K +3,872 +9%
BA
890
Bristol Advisors
Pennsylvania
$2.64M -$33.3K -600 -1%
APP
891
Avantax Planning Partners
Iowa
$2.64M -$264K -4,765 -9%
LWAC
892
Laurel Wealth Advisors (California)
California
$2.64M -$3.71K -67 -0.1%
MCM
893
Maryland Capital Management
Maryland
$2.62M -$887 -16 -0%
NIC
894
Northwest Investment Counselors
Oregon
$2.62M +$21.2K +382 +0.8%
BBWA
895
Bell & Brown Wealth Advisors
California
$2.61M +$1.13M +20,396 +76%
TYCC
896
Texas Yale Capital Corp
Florida
$2.6M +$313K +5,638 +14%
MRCM
897
M&R Capital Management
New Jersey
$2.6M -$154K -2,790 -6%
Marshall Wace
898
Marshall Wace
United Kingdom
$2.59M +$2.11M +38,016 +442%
ACM
899
Alpha Capital Management
Texas
$2.58M +$178K +3,211 +7%
IAA
900
Independent Advisor Alliance
North Carolina
$2.57M -$75.1K -1,359 -3%
34 35
36
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