WFC icon

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 %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$380M -$44.4M -799,988 -10%
Prudential Financial
77
Prudential Financial
New Jersey
$371M -$180M -3,249,628 -33%
RCWMU
78
Rothschild & Co Wealth Management (UK)
United Kingdom
$364M +$64.7M +1,166,331 +22%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$363M -$22.6M -407,992 -6%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$352M -$6.06M -110,832 -2%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$346M +$3.28M +59,109 +1%
DZ Bank
82
DZ Bank
Germany
$344M +$4.52M +81,468 +1%
Citadel Advisors
83
Citadel Advisors
Florida
$344M +$292M +5,261,650 +559%
OAC
84
OMERS Administration Corp
Ontario, Canada
$336M -$663K -11,950 -0.2%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$336M -$3.43M -61,916 -1%
CWG
86
C WorldWide Group
Denmark
$329M -$4.49M -81,069 -1%
CSIA
87
Charles Schwab Investment Advisory
California
$321M +$321M +5,794,014 New
Schroder Investment Management Group
88
Schroder Investment Management Group
United Kingdom
$317M -$12.6M -235,389 -4%
UBS Group
89
UBS Group
Switzerland
$303M -$77.6M -1,399,274 -20%
FPA
90
First Pacific Advisors
California
$298M +$298M +5,372,257 New
FPP
91
Findlay Park Partners
United Kingdom
$295M +$88.2M +1,590,470 +43%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$290M -$5.24M -94,514 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
93
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$287M -$12M -217,143 -4%
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$286M -$913K -16,460 -0.3%
UIM
95
USS Investment Management
United Kingdom
$277M -$23M -414,000 -8%
Lazard Asset Management
96
Lazard Asset Management
New York
$272M +$232M +4,191,080 +580%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$257M -$5.54M -100,000 -2%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$256M -$5.5M -99,175 -2%
US Bancorp
99
US Bancorp
Minnesota
$251M -$4.81M -86,795 -2%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$248M +$163M +2,948,968 +194%
2 3
4
5 6