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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 %
BAC
1076
Boys Arnold & Co
North Carolina
$1.7M -$95.6K -1,825 -5%
BB
1077
Busey Bank
Illinois
$1.7M -$10.8M -206,571 -86%
TNBTD
1078
Trustmark National Bank Trust Department
Mississippi
$1.69M -$1.53M -29,157 -47%
SBIA
1079
Sheaff Brock Investment Advisors
Indiana
$1.69M -$114K -2,184 -6%
DPIM
1080
Duff & Phelps Investment Management
Illinois
$1.69M – – –
DWA
1081
Douglass Winthrop Advisors
New York
$1.69M +$254K +4,844 +18%
IBOK
1082
Independence Bank of Kentucky
Kentucky
$1.68M -$64.2K -1,225 -4%
SNT
1083
Security National Trust
West Virginia
$1.68M +$133K +2,535 +9%
YMRC
1084
Yorktown Management & Research Company
Virginia
$1.68M – – –
SWP
1085
Strategic Wealth Partners
Ohio
$1.68M -$1.04M -19,886 -38%
BWP
1086
Baldwin Wealth Partners
Massachusetts
$1.68M -$13.1K -250 -0.8%
HWA
1087
Heritage Wealth Advisors
Virginia
$1.67M +$203K +3,857 +14%
SRAM
1088
Stone Ridge Asset Management
New York
$1.67M +$1.67M +31,800 New
RCAG
1089
Rehmann Capital Advisory Group
Michigan
$1.66M +$142K +2,709 +9%
CS
1090
Credential Securities
$1.66M -$262K -5,001 -14%
WA
1091
WP Advisors
California
$1.66M +$72K +1,374 +5%
TMAM
1092
Tokio Marine Asset Management
Japan
$1.65M -$709K -13,530 -30%
WPA
1093
Winning Points Advisors
Florida
$1.65M +$69.5K +1,360 +4%
MNBTD
1094
Moody National Bank Trust Division
Texas
$1.63M -$40.6K -775 -2%
NSAM
1095
North Star Asset Management
Wisconsin
$1.63M -$12.6K -240 -0.8%
AF
1096
Advisornet Financial
Minnesota
$1.63M +$32.4K +618 +2%
SCM
1097
SOL Capital Management
Maryland
$1.63M -$20.6K -394 -1%
TIM
1098
Thornburg Investment Management
New Mexico
$1.63M -$234K -4,458 -13%
HWA
1099
Heritage Way Advisors
Illinois
$1.62M -$5.24K -100 -0.3%
GIA
1100
GHP Investment Advisors
Colorado
$1.62M +$169K +3,222 +12%
42 43
44
45 46