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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 %
ARTA
1126
A.R.T. Advisors
New York
$1.44M -$11.7M -210,700 -89%
AI
1127
Accredited Investors
Minnesota
$1.43M +$11.6K +209 +0.8%
ST
1128
Sentinel Trust
Texas
$1.43M -$681K -12,275 -32%
AF
1129
AMG Funds
Connecticut
$1.42M -$216K -3,894 -13%
EWA
1130
Exencial Wealth Advisors
Oklahoma
$1.41M -$29.4K -531 -2%
FFA
1131
Fragasso Financial Advisors
Pennsylvania
$1.41M +$3.77K +68 +0.3%
RWA
1132
Ropes Wealth Advisors
Massachusetts
$1.41M -$643K -11,590 -31%
HI
1133
Hudock Inc
Pennsylvania
$1.41M +$21.3K +384 +2%
HT
1134
HighTower Trust
Texas
$1.41M -$118K -2,137 -8%
JIC
1135
Joel Isaacson & Co
New York
$1.4M +$61.7K +1,113 +5%
SIM
1136
Sonora Investment Management
Arizona
$1.4M -$277 -5 -0%
BWM
1137
Buckley Wealth Management
Nevada
$1.39M +$131K +2,372 +10%
WAM
1138
Weatherly Asset Management
California
$1.39M +$271K +4,896 +24%
JA
1139
JOYN Advisors
Georgia
$1.39M +$1.22M +21,912 +683%
CK
1140
Cohen Klingenstein
New York
$1.38M – – –
RG
1141
Rathbones Group
United Kingdom
$1.38M -$261K -4,705 -16%
WSTAM
1142
Wilbanks Smith & Thomas Asset Management
Virginia
$1.38M -$218K -3,934 -14%
PNAA
1143
Pictet North America Advisors
Switzerland
$1.37M -$593K -10,692 -30%
WB
1144
Webster Bank
Connecticut
$1.37M -$84.5K -1,525 -6%
BPCA
1145
Bank Pictet & Cie (Asia)
Singapore
$1.37M -$1.96M -35,395 -59%
CCM
1146
Carlson Capital Management
Minnesota
$1.37M +$51.3K +925 +4%
OCM
1147
Orser Capital Management
Texas
$1.36M +$1.01M +18,040 +286%
TBA
1148
Tower Bridge Advisors
Pennsylvania
$1.36M -$4.16K -75 -0.3%
DBIA
1149
Dumont & Blake Investment Advisors
New Jersey
$1.36M +$17K +307 +1%
JFGIW
1150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.35M -$51.7K -933 -4%
44 45
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