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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 %
CII
1101
Capital International Inc
California
$1.56M +$122K +2,200 +9%
OWP
1102
Obermeyer Wealth Partners
Colorado
$1.55M -$5.66M -102,010 -79%
IB
1103
Intrust Bank
Kansas
$1.54M +$154K +2,782 +11%
BONST
1104
Bank of Nova Scotia Trust
Ontario, Canada
$1.54M +$55.4K +1,000 +4%
MC
1105
Moors & Cabot
Massachusetts
$1.53M -$74.6K -1,342 -5%
AIS
1106
AlphaOne Investment Services
Pennsylvania
$1.53M +$1.48M +26,765 +3,641%
I
1107
IberiaBank
Louisiana
$1.52M -$1.6M -28,830 -51%
IA
1108
IFG Advisory
Georgia
$1.52M +$13.4K +241 +0.9%
CG
1109
Caprock Group
Idaho
$1.52M +$7.43K +134 +0.5%
RHAM
1110
Round Hill Asset Management
California
$1.51M -$67.2K -1,200 -4%
FIB
1111
First Interstate Bank
Montana
$1.5M +$109K +1,970 +8%
SMM
1112
Stadion Money Management
Georgia
$1.5M -$185K -3,330 -11%
SC
1113
SouthState Corp
Florida
$1.5M -$42.4K -766 -3%
CNAM
1114
Campbell Newman Asset Management
Wisconsin
$1.49M -$7.32K -132 -0.5%
NCM
1115
Northside Capital Management
Oregon
$1.49M -$2.07M -37,358 -58%
CT
1116
Coastline Trust
Rhode Island
$1.49M -$846K -15,260 -36%
WIM
1117
Waverton Investment Management
United Kingdom
$1.49M +$207K +3,728 +16%
CBU
1118
CIBC Bank USA
Illinois
$1.48M -$152K -2,736 -9%
RCM
1119
Radnor Capital Management
Pennsylvania
$1.48M -$55.5K -1,000 -4%
CIS
1120
Capital International Sarl
California
$1.48M -$122K -2,200 -8%
LIM
1121
Loudon Investment Management
New Hampshire
$1.47M – – –
SFM
1122
Signet Financial Management
New Jersey
$1.47M -$7.32K -132 -0.5%
EWM
1123
Edge Wealth Management
New York
$1.47M +$55 +1 +0%
SFSG
1124
Stearns Financial Services Group
North Carolina
$1.46M -$21.8K -393 -1%
VIM
1125
Vista Investment Management
Pennsylvania
$1.46M +$29.2K +527 +2%
43 44
45
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