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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 %
Jacobs Levy Equity Management
1126
Jacobs Levy Equity Management
New Jersey
$1.51M -$2.16M -41,250 -59%
MC
1127
Moors & Cabot
Massachusetts
$1.51M -$974K -18,585 -39%
HIC
1128
Holderness Investments Company
North Carolina
$1.51M -$28.7K -548 -2%
DLG
1129
Daniel L. Goodwin
$1.51M – – –
CIS
1130
Capital International Sarl
California
$1.51M +$1.51M +28,800 New
VCM
1131
Violich Capital Management
California
$1.51M -$86.5K -1,650 -5%
WSTAM
1132
Wilbanks Smith & Thomas Asset Management
Virginia
$1.51M -$2.29M -43,759 -60%
MMPW
1133
Mitchell McLeod Pugh & Williams
Alabama
$1.51M +$18.6K +355 +1%
FP
1134
Factorial Partners
New York
$1.49M +$1.49M +28,500 New
CA
1135
Calton & Associates
Florida
$1.49M -$39.1K -747 -3%
BIA
1136
BMT Investment Advisors
Pennsylvania
$1.48M +$92K +1,755 +7%
RHAM
1137
Round Hill Asset Management
California
$1.48M -$20.2K -385 -1%
KA
1138
KLCM Advisors
Wisconsin
$1.47M -$17.5K -333 -1%
Qube Research & Technologies (QRT)
1139
Qube Research & Technologies (QRT)
United Kingdom
$1.46M +$1.46M +27,792 New
SC
1140
SouthState Corp
Florida
$1.46M -$158K -3,010 -10%
RCM
1141
Radnor Capital Management
Pennsylvania
$1.45M – – –
WCM
1142
Wunderlich Capital Managemnt
Tennessee
$1.44M +$7.34K +140 +0.5%
HT
1143
HighTower Trust
Texas
$1.44M -$3.15K -60 -0.2%
WIC
1144
Whitegate Investment Counselors
New Hampshire
$1.43M -$131K -2,500 -8%
B
1145
Bellecapital
Switzerland
$1.43M -$80.2K -1,530 -5%
CG
1146
Caprock Group
Idaho
$1.43M -$62.8K -1,197 -4%
AF
1147
Allworth Financial
California
$1.43M -$335K -6,394 -19%
AWM
1148
Altavista Wealth Management
North Carolina
$1.42M -$181K -3,459 -11%
IA
1149
IFG Advisory
Georgia
$1.42M -$12.6K -240 -0.9%
SP
1150
SWS Partners
Ohio
$1.42M -$80.1K -1,561 -5%
44 45
46
47 48