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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 %
DLA
1001
Douglas Lane & Associates
New York
$1.98M -$197K -3,759 -9%
KIG
1002
Kessler Investment Group
Indiana
$1.98M +$1.98M +37,776 +130,262%
MIM
1003
Miller Investment Management
Pennsylvania
$1.98M +$2.41K +46 +0.1%
NA
1004
NewEdge Advisors
Louisiana
$1.98M -$739K -14,391 -27%
MPAM
1005
Murphy Pohlad Asset Management
Minnesota
$1.97M +$13.6K +260 +0.7%
MPWT
1006
MassMutual Private Wealth & Trust
Connecticut
$1.97M -$127K -2,421 -6%
CA
1007
Cambridge Advisors
Nebraska
$1.96M +$264K +5,041 +16%
MC
1008
Martin & Co
Tennessee
$1.96M +$62.6K +1,195 +3%
TBNY
1009
Trustco Bank (New York)
New York
$1.96M -$1.31K -25 -0.1%
DIA
1010
Denver Investment Advisors
Colorado
$1.96M -$103K -1,958 -5%
FMBTD
1011
First Midwest Bank Trust Division
Illinois
$1.95M +$2.36K +45 +0.1%
BG
1012
Bollard Group
Massachusetts
$1.94M +$9.49K +181 +0.5%
CCT
1013
Country Club Trust
Missouri
$1.94M +$492K +9,396 +34%
RWA
1014
Ropes Wealth Advisors
Massachusetts
$1.94M +$42.5K +811 +2%
CB
1015
Community Bank
New York
$1.93M -$41.5K -792 -2%
LIC
1016
Lodestar Investment Counsel
Illinois
$1.92M +$21.8K +415 +1%
AIA
1017
Allegis Investment Advisors
Idaho
$1.92M -$1.05M -19,959 -35%
OA
1018
Outfitter Advisors
Virginia
$1.91M -$168K -3,209 -8%
ITIM
1019
Indiana Trust & Investment Management
Indiana
$1.9M +$65.6K +1,251 +4%
HPCM
1020
High Pointe Capital Management
Illinois
$1.9M -$124K -2,370 -6%
ATC
1021
Argent Trust Co
Tennessee
$1.9M -$40.2K -768 -2%
P
1022
Pitcairn
Pennsylvania
$1.9M -$106K -2,019 -5%
AMCA
1023
Arthur M. Cohen & Associates
Illinois
$1.9M +$242K +4,720 +15%
CFG
1024
Citizens Financial Group
Rhode Island
$1.9M -$249K -4,750 -12%
CFMC
1025
Curbstone Financial Management Corp
New Hampshire
$1.9M +$930K +17,758 +96%
39 40
41
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