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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 %
CL
1051
Choreo LLC
Illinois
$1.76M -$142K -2,568 -7%
SBIA
1052
Sheaff Brock Investment Advisors
Indiana
$1.75M -$38.2K -689 -2%
SCM
1053
SOL Capital Management
Maryland
$1.75M +$23.7K +428 +1%
FMT
1054
First Mercantile Trust
Tennessee
$1.75M +$355K +6,410 +26%
NSAM
1055
North Star Asset Management
Wisconsin
$1.74M +$16.6K +300 +1%
IBOK
1056
Independence Bank of Kentucky
Kentucky
$1.74M -$40.2K -725 -2%
MGIA
1057
Moneta Group Investment Advisors
Missouri
$1.73M -$1.18M -21,260 -40%
MNBTD
1058
Moody National Bank Trust Division
Texas
$1.73M – – –
SIC
1059
SFE Investment Counsel
California
$1.72M -$1.18M -21,248 -41%
Hudson Bay Capital Management
1060
Hudson Bay Capital Management
Connecticut
$1.72M -$872K -15,732 -34%
BB
1061
Busey Bank
Illinois
$1.72M -$76.4K -1,378 -4%
YWP
1062
YorkBridge Wealth Partners
New York
$1.72M -$111K -2,000 -6%
SNT
1063
Security National Trust
West Virginia
$1.71M -$62.1K -1,120 -3%
SJL
1064
Shayne & Jacobs LLC
Tennessee
$1.71M +$9.81K +177 +0.6%
HAG
1065
HighPoint Advisor Group
Illinois
$1.71M -$25.7K -378 -1%
B
1066
Bellecapital
Switzerland
$1.7M +$185K +3,330 +12%
ANRIA
1067
American National Registered Investment Advisor
Texas
$1.69M – – –
SCC
1068
Spring Creek Capital
Kansas
$1.69M +$1.69M +30,454 New
ARMT
1069
Amica Retiree Medical Trust
Rhode Island
$1.69M – – –
BSW
1070
Buckingham Strategic Wealth
Missouri
$1.68M -$136K -2,462 -7%
TWM
1071
Titus Wealth Management
California
$1.68M -$22.2K -400 -1%
FLI
1072
Family Legacy Inc
South Carolina
$1.67M -$3.6K -65 -0.2%
CS
1073
Credential Securities
$1.66M -$91.6K -1,652 -5%
BOC
1074
Barbara Oil Co
Illinois
$1.66M – – –
NIM
1075
Nexus Investment Management
Ontario, Canada
$1.66M – – –
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