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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 %
VCM
1101
Virtue Capital Management
Tennessee
$1.62M +$1.62M +30,707 New
GXMC
1102
Global X Management Company
New York
$1.61M +$56.5K +1,078 +4%
TWM
1103
Titus Wealth Management
California
$1.61M -$398K -7,600 -20%
SJL
1104
Shayne & Jacobs LLC
Tennessee
$1.61M – – –
MBT
1105
Montecito Bank & Trust
California
$1.6M -$32.1K -613 -2%
PFSC
1106
Peoples Financial Services Corp
Pennsylvania
$1.6M -$1.31K -25 -0.1%
FHA
1107
First Horizon Advisors
Tennessee
$1.6M +$58.3K +1,127 +4%
ANRIA
1108
American National Registered Investment Advisor
Texas
$1.6M -$40.6K -775 -2%
PC
1109
Port Capital
Illinois
$1.6M -$335K -6,400 -17%
ARMT
1110
Amica Retiree Medical Trust
Rhode Island
$1.59M -$256K -4,879 -14%
SMM
1111
Stadion Money Management
Georgia
$1.59M -$70.1K -1,338 -4%
PCM
1112
Parsons Capital Management
Rhode Island
$1.58M -$217K -4,140 -12%
DCM
1113
Dupont Capital Management
Delaware
$1.58M -$8.56M -163,405 -84%
FLI
1114
Family Legacy Inc
South Carolina
$1.58M -$10.5K -200 -0.7%
AAM
1115
Auxier Asset Management
Oregon
$1.58M +$215K +4,100 +16%
BOC
1116
Barbara Oil Co
Illinois
$1.57M – – –
NIM
1117
Nexus Investment Management
Ontario, Canada
$1.57M – – –
CT
1118
Cambridge Trust
Massachusetts
$1.57M -$111K -2,117 -7%
RG
1119
Rathbones Group
United Kingdom
$1.55M -$1.6M -30,534 -51%
AF
1120
AMG Funds
Connecticut
$1.54M -$41K -782 -3%
CBU
1121
CIBC Bank USA
Illinois
$1.54M -$104K -1,979 -6%
SL
1122
Summitry LLC
California
$1.54M -$17.3K -331 -1%
HW
1123
Hedeker Wealth
Illinois
$1.53M -$14.1K -270 -0.9%
HAG
1124
HighPoint Advisor Group
Illinois
$1.52M +$38.6K +649 +3%
TW
1125
Transform Wealth
Colorado
$1.52M +$20.4K +389 +1%
43 44
45
46 47