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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 %
OIA
926
OneDigital Investment Advisors
Kansas
$2.46M +$334 +6 +0%
NIMI
927
Natixis Investment Managers International
France
$2.45M +$349K +6,296 +17%
JIC
928
Johnson Investment Counsel
Ohio
$2.45M -$366K -6,611 -13%
RAM
929
Roanoke Asset Management
New Jersey
$2.44M -$66.4K -1,197 -3%
SAM
930
Sequent Asset Management
Texas
$2.43M +$426K +7,685 +21%
DR
931
Davis Rea
Ontario, Canada
$2.43M +$169K +3,050 +7%
DCM
932
Dupont Capital Management
Delaware
$2.43M +$761K +13,725 +46%
MCM
933
Monarch Capital Management
Indiana
$2.42M -$332K -5,987 -12%
ACS
934
Archford Capital Strategies
Illinois
$2.42M -$97.8K -1,764 -4%
SCM
935
Salem Capital Management
Massachusetts
$2.41M +$66.5K +1,200 +3%
CCT
936
Country Club Trust
Missouri
$2.4M +$348K +6,285 +17%
HCM
937
Hengehold Capital Management
Ohio
$2.39M +$27.9K +503 +1%
LFAS
938
Level Four Advisory Services
Texas
$2.37M +$269K +4,848 +13%
NB
939
Nicolet Bankshares
Wisconsin
$2.36M -$115K -2,072 -5%
CF
940
CNA Financial
Illinois
$2.34M – – –
SACTSONJ
941
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.33M -$554K -10,000 -19%
HCC
942
Hirtle Callaghan & Co
Pennsylvania
$2.33M – – –
GC
943
Gilbert & Cook
Iowa
$2.32M +$24K +433 +1%
ICOM
944
Investment Counselors of Maryland
Maryland
$2.32M +$63.8K +1,150 +3%
TPWA
945
TRUE Private Wealth Advisors
Oregon
$2.31M -$20K -361 -0.9%
WP
946
WealthPLAN Partners
Nebraska
$2.31M -$24.8K -447 -1%
NCM
947
Neumann Capital Management
California
$2.29M -$272K -4,900 -11%
PA
948
Parallel Advisors
California
$2.27M +$1.56M +28,088 +217%
FHA
949
First Horizon Advisors
Tennessee
$2.27M +$560K +10,105 +33%
SYBT
950
Stock Yards Bank & Trust
Kentucky
$2.27M -$168K -3,022 -7%
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