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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 %
BBA
901
BLB&B Advisors
Pennsylvania
$2.57M -$205K -3,701 -7%
OA
902
Oxbow Advisors
Texas
$2.56M +$89.8K +1,620 +4%
Credit Agricole
903
Credit Agricole
France
$2.56M – – –
AC
904
Abbrea Capital
California
$2.55M -$54.9K -990 -2%
TRIM
905
Thompson Rubinstein Investment Management
Oregon
$2.55M – – –
LOAME
906
Lombard Odier Asset Management (Europe)
United Kingdom
$2.55M – – –
MA
907
Montag & Associates
Georgia
$2.55M -$419K -7,565 -14%
BDS
908
Banco de Sabadell
Florida
$2.55M +$80K +1,453 +3%
CTC
909
Central Trust Company
Missouri
$2.54M -$48.7K -879 -2%
Kovitz Investment Group Partners
910
Kovitz Investment Group Partners
Illinois
$2.53M -$1.68M -30,270 -40%
SCM
911
Sterneck Capital Management
Missouri
$2.53M -$90.9K -1,640 -3%
SC
912
Sawyer & Company
Massachusetts
$2.52M -$117K -2,115 -4%
RM
913
Resource Management
Louisiana
$2.51M +$20.5K +370 +0.8%
PC
914
Palo Capital
California
$2.51M -$85.8K -1,548 -3%
IC
915
Investment Counsel
Michigan
$2.5M +$5.54K +100 +0.2%
NC
916
Northpointe Capital
Michigan
$2.5M -$1.1M -19,891 -31%
BAS
917
Brown Advisory Securities
Maryland
$2.5M -$114K -2,059 -4%
HIH
918
HRS Investment Holdings
New York
$2.5M +$554K +10,000 +29%
VAM
919
Visionary Asset Management
Texas
$2.49M -$339K -6,121 -12%
WTB
920
Washington Trust Bank
Washington
$2.48M -$1.71M -30,890 -41%
FMWA
921
Forvis Mazars Wealth Advisors
Missouri
$2.46M +$115K +2,066 +5%
DSC
922
Duncker Streett & Co
Missouri
$2.46M +$66.7K +1,204 +3%
DCM
923
Dynamic Capital Management
Jersey
$2.46M +$2.46M +44,380 New
CCA
924
Checchi Capital Advisers
California
$2.46M +$17.4K +314 +0.7%
HFM
925
Hartford Financial Management
Connecticut
$2.46M -$19.2K -346 -0.8%
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37
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