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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 %
BCM
951
BlueCrest Capital Management
Jersey
$2.27M +$2.27M +40,869 New
SFM
952
Signature Financial Management
Virginia
$2.26M +$55 +1 +0%
CAM
953
Carret Asset Management
New York
$2.25M -$73.7K -1,330 -3%
EWA
954
EP Wealth Advisors
California
$2.25M -$80.9K -1,459 -3%
BRC
955
Bell Rock Capital
Delaware
$2.24M -$88.5K -1,595 -4%
DM
956
Delphi Management
Massachusetts
$2.23M -$43.6K -762 -2%
AC
957
Addison Capital
Pennsylvania
$2.23M -$14.9K -268 -0.7%
BIA
958
BMT Investment Advisors
Pennsylvania
$2.21M +$645K +11,644 +41%
BRWA
959
B. Riley Wealth Advisors
Florida
$2.2M +$99.9K +1,800 +5%
FFBTD
960
First Financial Bank - Trust Division
Ohio
$2.18M -$1.39M -25,120 -39%
NAM
961
NorthCoast Asset Management
Connecticut
$2.18M -$754K -13,606 -26%
FC
962
Ferris Capital
Massachusetts
$2.16M -$15.4K -277 -0.7%
HB
963
Homrich & Berg
Georgia
$2.15M +$33.3K +600 +2%
KIG
964
Kessler Investment Group
Indiana
$2.14M +$48.5K +875 +2%
PCTC
965
Perkins Coie Trust Company
Washington
$2.13M -$114K -2,066 -5%
CRC
966
Curi RMB Capital
Illinois
$2.13M -$25.8K -465 -1%
NCM
967
Northwest Capital Management
Oregon
$2.12M -$5.54K -100 -0.3%
DAS
968
Dynamic Advisor Solutions
Arizona
$2.1M +$195K +3,520 +10%
SSB
969
Sandy Spring Bank
Maryland
$2.1M -$141K -2,545 -6%
MIM
970
Miller Investment Management
Pennsylvania
$2.09M -$1.28K -23 -0.1%
LAIC
971
Lederer & Associates Investment Counsel
California
$2.09M -$44.9K -810 -2%
IC
972
Intersect Capital
California
$2.09M -$601K -10,832 -22%
AC
973
Avenir Corporation
Virginia
$2.09M -$832K -15,000 -29%
JIM
974
Jupiter Investment Management
United Kingdom
$2.08M -$342K -6,162 -14%
MPWT
975
MassMutual Private Wealth & Trust
Connecticut
$2.08M -$776 -14 -0%
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