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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 %
OIA
951
OneDigital Investment Advisors
Kansas
$2.31M -$31.4K -599 -1%
CCA
952
Checchi Capital Advisers
California
$2.31M +$55.9K +1,066 +2%
CG
953
Cutler Group
California
$2.31M -$1.32M -25,122 -36%
SYBT
954
Stock Yards Bank & Trust
Kentucky
$2.3M -$629K -12,001 -21%
JIM
955
Jupiter Investment Management
United Kingdom
$2.29M -$737K -14,056 -24%
CRIG
956
Charter Research & Investment Group
Connecticut
$2.28M -$44.5K -850 -2%
ACM
957
Alpha Capital Management
Texas
$2.27M -$48.9K -932 -2%
SSW
958
Smith Shellnut Wilson
Mississippi
$2.27M -$56.7K -1,082 -2%
DSC
959
Duncker Streett & Co
Missouri
$2.27M +$47.4K +905 +2%
IC
960
Inverness Counsel
New York
$2.25M +$1.75M +33,375 +353%
HCM
961
Hengehold Capital Management
Ohio
$2.24M -$14.8K -282 -0.7%
BSB
962
Bangor Savings Bank
Maine
$2.23M +$12.9K +247 +0.6%
FMWA
963
Forvis Mazars Wealth Advisors
Missouri
$2.22M -$151K -2,885 -6%
SCM
964
Salem Capital Management
Massachusetts
$2.22M +$2.22M +42,350 New
CT
965
Coastline Trust
Rhode Island
$2.21M -$1.23M -23,475 -36%
CF
966
CNA Financial
Illinois
$2.21M – – –
WP
967
WealthPLAN Partners
Nebraska
$2.21M +$92.9K +1,772 +4%
TPWA
968
TRUE Private Wealth Advisors
Oregon
$2.21M -$30K -573 -1%
HCC
969
Hirtle Callaghan & Co
Pennsylvania
$2.2M – – –
EWA
970
EP Wealth Advisors
California
$2.2M +$314K +5,986 +17%
CAM
971
Carret Asset Management
New York
$2.2M -$533K -10,169 -20%
BRC
972
Bell Rock Capital
Delaware
$2.2M +$373K +7,116 +20%
GC
973
Gilbert & Cook
Iowa
$2.17M -$2.41K -46 -0.1%
TYCC
974
Texas Yale Capital Corp
Florida
$2.16M -$235K -4,485 -10%
DR
975
Davis Rea
Ontario, Canada
$2.14M -$1.14M -21,746 -35%
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