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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 %
AAM
1076
Auxier Asset Management
Oregon
$1.66M -$11.1K -200 -0.7%
GXMC
1077
Global X Management Company
New York
$1.65M -$56K -1,010 -3%
PCM
1078
Parsons Capital Management
Rhode Island
$1.65M -$20.1K -362 -1%
PFSC
1079
Peoples Financial Services Corp
Pennsylvania
$1.65M -$49.9K -900 -3%
SL
1080
Summitry LLC
California
$1.64M +$9.87K +178 +0.6%
NPA
1081
Nichols & Pratt Advisers
Massachusetts
$1.64M -$199K -3,589 -11%
TIM
1082
Thornburg Investment Management
New Mexico
$1.64M -$85.8K -1,548 -5%
CA
1083
Cetera Advisors
Colorado
$1.62M -$320K -5,768 -17%
TCM
1084
Tuttle Capital Management
Connecticut
$1.61M +$1.61M +29,088 New
VCM
1085
Violich Capital Management
California
$1.61M +$13.3K +240 +0.8%
MBT
1086
Montecito Bank & Trust
California
$1.61M -$89.1K -1,608 -5%
RIA
1087
Regal Investment Advisors
Michigan
$1.6M -$399K -7,200 -20%
HW
1088
Hedeker Wealth
Illinois
$1.6M -$14.1K -254 -0.9%
DLG
1089
Daniel L. Goodwin
$1.6M – – –
MMPW
1090
Mitchell McLeod Pugh & Williams
Alabama
$1.59M – – –
HIC
1091
Holderness Investments Company
North Carolina
$1.59M -$7.65K -138 -0.5%
B
1092
Bailard
California
$1.59M -$279K -5,040 -15%
HVIA
1093
Hudson Valley Investment Advisors
New York
$1.59M -$2.77M -49,859 -64%
CICI
1094
Capital Investment Counsel Inc
North Carolina
$1.58M +$207K +3,732 +15%
PT
1095
Plimoth Trust
Massachusetts
$1.58M -$218K -3,929 -12%
WCM
1096
Wunderlich Capital Managemnt
Tennessee
$1.57M +$44.3K +799 +3%
SBA
1097
Secrest Blakey & Associates
North Carolina
$1.57M -$382K -6,891 -20%
CT
1098
Cambridge Trust
Massachusetts
$1.57M -$92.3K -1,665 -6%
KA
1099
KLCM Advisors
Wisconsin
$1.56M +$9.43K +170 +0.6%
CC
1100
Cannell & Co
New York
$1.56M -$967K -17,450 -38%
42 43
44
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