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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 %
CNAM
1151
Campbell Newman Asset Management
Wisconsin
$1.42M -$108K -2,053 -7%
BTW
1152
Boston Trust Walden
Massachusetts
$1.41M -$57.7K -1,102 -4%
SFSG
1153
Stearns Financial Services Group
North Carolina
$1.4M -$126K -2,404 -8%
BONST
1154
Bank of Nova Scotia Trust
Ontario, Canada
$1.4M -$31.7K -605 -2%
SFM
1155
Signet Financial Management
New Jersey
$1.4M – – –
LIM
1156
Loudon Investment Management
New Hampshire
$1.39M – – –
EWM
1157
Edge Wealth Management
New York
$1.39M +$52 +1 +0%
BBWA
1158
Bell & Brown Wealth Advisors
California
$1.38M -$868K -16,766 -39%
WB
1159
Webster Bank
Connecticut
$1.38M -$120K -2,292 -8%
AWM
1160
Aevitas Wealth Management
Massachusetts
$1.37M -$75.3K -1,437 -5%
EWA
1161
Exencial Wealth Advisors
Oklahoma
$1.36M +$9.59K +183 +0.7%
CII
1162
Capital International Inc
California
$1.36M -$456K -8,700 -25%
CM
1163
Churchill Management
California
$1.35M -$983K -18,763 -42%
NIPH
1164
NN Investment Partners Holdings
Netherlands
$1.35M +$1.35M +25,800 New
VIM
1165
Vista Investment Management
Pennsylvania
$1.35M -$2.46K -47 -0.2%
SFSIG
1166
San Francisco Sentry Investment Group
California
$1.34M -$73.6K -1,404 -5%
AI
1167
Accredited Investors
Minnesota
$1.34M +$631K +12,048 +89%
QAM
1168
QCI Asset Management
New York
$1.34M -$12.4M -237,386 -90%
FFA
1169
Fragasso Financial Advisors
Pennsylvania
$1.33M +$20.8K +397 +2%
JFGIW
1170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.32M -$1.03M -19,682 -44%
SIM
1171
Sonora Investment Management
Arizona
$1.32M +$89.9K +1,715 +7%
PIM
1172
Penobscot Investment Management
Massachusetts
$1.32M +$1.32M +25,206 New
FIB
1173
First Interstate Bank
Montana
$1.32M -$6.72M -128,237 -84%
FMT
1174
First Mercantile Trust
Tennessee
$1.32M +$618K +11,791 +89%
CEP
1175
Chicago Equity Partners
Illinois
$1.31M -$183K -3,500 -12%
45 46
47
48 49