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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 %
CCG
1026
Cypress Capital Group
Florida
$1.84M -$20.8K -375 -1%
SS
1027
Simplicity Solutions
Minnesota
$1.83M +$448K +8,075 +32%
AFS
1028
Access Financial Services
Minnesota
$1.83M +$3.11K +56 +0.2%
MWAC
1029
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.83M -$427K -7,706 -19%
PWW
1030
Pettyjohn Wood & White
Virginia
$1.82M -$37.7K -681 -2%
CB
1031
Community Bank
New York
$1.82M -$219K -3,955 -11%
LIC
1032
Lodestar Investment Counsel
Illinois
$1.82M -$214K -3,853 -11%
HCM
1033
Hodges Capital Management
Texas
$1.82M -$121K -2,181 -6%
KFC
1034
Klingenstein Fields & Co
New York
$1.82M -$33.3K -600 -2%
CC
1035
Cognios Capital
Kansas
$1.82M -$7.26K -131 -0.4%
CBNLCF
1036
Cognios Beta Neutral Large Cap Fund
Kansas
$1.82M +$1.82M +32,761 New
CAM
1037
Cypress Asset Management
Texas
$1.8M -$4.16M -74,971 -70%
ITIM
1038
Indiana Trust & Investment Management
Indiana
$1.8M -$216K -3,890 -11%
HWA
1039
Heritage Way Advisors
Illinois
$1.8M +$80.4K +1,450 +5%
CIM
1040
CIM Investment Management
Pennsylvania
$1.79M -$54.1K -975 -3%
WPA
1041
Winning Points Advisors
Florida
$1.79M – – –
DPIM
1042
Duff & Phelps Investment Management
Illinois
$1.79M – – –
APA
1043
American Portfolios Advisors
New York
$1.79M -$28.4K -513 -2%
NCMW
1044
Northern Capital Management (Wisconsin)
Wisconsin
$1.79M +$523K +9,440 +41%
TNBTD
1045
Trustmark National Bank Trust Department
Mississippi
$1.78M -$11.1K -200 -0.6%
BAC
1046
Boys Arnold & Co
North Carolina
$1.78M -$22.2K -401 -1%
DWA
1047
Douglass Winthrop Advisors
New York
$1.77M -$13.9K -250 -0.8%
YMRC
1048
Yorktown Management & Research Company
Virginia
$1.77M – – –
BWP
1049
Baldwin Wealth Partners
Massachusetts
$1.77M – – –
GIA
1050
GHP Investment Advisors
Colorado
$1.76M +$49.1K +886 +3%
40 41
42
43 44