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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 %
ICOM
976
Investment Counselors of Maryland
Maryland
$2.13M -$24.9K -475 -1%
SFM
977
Signature Financial Management
Virginia
$2.13M -$15.2K -290 -0.7%
MWAC
978
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.13M -$373K -7,119 -15%
AAM
979
Autus Asset Management
Arizona
$2.12M -$1.79M -34,115 -46%
PCTC
980
Perkins Coie Trust Company
Washington
$2.12M -$624K -11,916 -23%
AC
981
Addison Capital
Pennsylvania
$2.12M +$734 +14 +0%
ST
982
Smithfield Trust
Pennsylvania
$2.12M -$39.5K -753 -2%
SSB
983
Sandy Spring Bank
Maryland
$2.12M -$330K -6,302 -13%
DM
984
Delphi Management
Massachusetts
$2.08M -$390K -7,436 -16%
GJIC
985
Gamble Jones Investment Counsel
California
$2.08M -$1.08M -20,652 -34%
FC
986
Ferris Capital
Massachusetts
$2.05M -$230K -4,397 -10%
WAM
987
Wealthspire Advisors (Maryland)
Maryland
$2.05M -$346K -6,608 -14%
CRC
988
Curi RMB Capital
Illinois
$2.04M -$1.78M -33,918 -47%
PK
989
Pflug Koory
Nebraska
$2.03M -$246K -4,688 -11%
AWM
990
AE Wealth Management
Kansas
$2.03M +$303K +5,780 +18%
SPC
991
Sigma Planning Corp
Michigan
$2.02M -$52.3K -998 -3%
LAIC
992
Lederer & Associates Investment Counsel
California
$2.02M -$34.8K -665 -2%
SAM
993
Sequent Asset Management
Texas
$2.02M +$8.35K +150 +0.4%
WA
994
Waverly Advisors
Alabama
$2.01M -$279K -5,318 -12%
NCM
995
Northwest Capital Management
Oregon
$2.01M -$54.6K -1,042 -3%
HB
996
Homrich & Berg
Georgia
$2M +$558K +10,649 +39%
ST
997
Sentinel Trust
Texas
$1.99M -$20.7K -395 -1%
LFAS
998
Level Four Advisory Services
Texas
$1.99M -$158K -3,006 -7%
NIMI
999
Natixis Investment Managers International
France
$1.99M +$1.99M +37,942 New
BRWA
1000
B. Riley Wealth Advisors
Florida
$1.98M -$720K -13,727 -27%
38 39
40
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