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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 %
BBA
901
BLB&B Advisors
Pennsylvania
$2.63M -$428K -8,173 -14%
HWA
902
HCR Wealth Advisors
California
$2.62M -$10.8K -206 -0.4%
AL
903
Aspiriant LLC
California
$2.61M +$2.61M +49,778 New
H
904
HoyleCohen
California
$2.61M -$351K -6,700 -12%
MCM
905
Monarch Capital Management
Indiana
$2.6M -$82.1K -1,566 -3%
MRCM
906
M&R Capital Management
New Jersey
$2.6M -$5.01K -96 -0.2%
Arrowstreet Capital
907
Arrowstreet Capital
Massachusetts
$2.59M +$2.59M +49,449 New
TSWM
908
Triangle Securities Wealth Management
North Carolina
$2.59M -$3.04K -58 -0.1%
ATIA
909
American Trust Investment Advisors
New Hampshire
$2.57M +$2.57M +49,075 New
DVM
910
Dreman Value Management
Florida
$2.57M -$201K -3,827 -7%
FPB
911
First PREMIER Bank
South Dakota
$2.57M +$72.1K +1,375 +3%
GCP
912
GSA Capital Partners
United Kingdom
$2.56M +$2.56M +48,885 New
Lido Advisors
913
Lido Advisors
California
$2.56M +$152K +2,893 +6%
CCM
914
Compton Capital Management
Rhode Island
$2.56M -$5.76K -110 -0.2%
EWM
915
Endurance Wealth Management
Rhode Island
$2.55M -$358K -6,825 -12%
SC
916
Savant Capital
Illinois
$2.55M +$31.4K +599 +1%
IC
917
Intersect Capital
California
$2.54M -$148K -2,821 -5%
BJL
918
Brighton Jones LLC
Washington
$2.53M -$107K -2,035 -4%
EA
919
Edge Advisors
Georgia
$2.53M +$566K +10,806 +29%
BA
920
Bristol Advisors
Pennsylvania
$2.53M -$1.24M -23,600 -33%
BDF
921
Balasa Dinverno & Foltz
$2.53M +$46K +877 +2%
WAOTB
922
Wealth Advisors of Tampa Bay
Florida
$2.52M +$104K +1,986 +4%
LWAC
923
Laurel Wealth Advisors (California)
California
$2.5M -$140K -2,680 -5%
SC
924
Sawyer & Company
Massachusetts
$2.5M +$36.7K +700 +1%
CIP
925
Capital Insight Partners
Arizona
$2.49M +$20.1K +383 +0.8%
35 36
37
38 39