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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 %
IA
1151
Icon Advisers
Colorado
$1.35M – – –
TBNY
1152
Trustco Bank (New York)
New York
$1.34M -$726K -13,100 -35%
QCG
1153
Quadrant Capital Group
Ohio
$1.34M -$3.26K -60 -0.2%
FC
1154
Forte Capital
New York
$1.34M -$25K -450 -2%
LBC
1155
Lawrence B. Cohen
$1.34M +$31K +559 +2%
QCMC
1156
Quantum Capital Management (California)
California
$1.33M -$2.11K -38 -0.2%
PC
1157
Port Capital
Illinois
$1.33M -$357K -6,432 -21%
BO
1158
BRR OpCo
Ohio
$1.32M -$7.87K -142 -0.6%
BCM
1159
BTR Capital Management
California
$1.32M -$831 -15 -0.1%
AF
1160
Allworth Financial
California
$1.32M -$187K -3,367 -12%
FBT
1161
First Bank & Trust
South Dakota
$1.31M +$198K +3,562 +18%
1IA
1162
1834 Investment Advisors
Wisconsin
$1.31M -$513K -9,259 -28%
AWM
1163
Aevitas Wealth Management
Massachusetts
$1.31M -$141K -2,534 -10%
BTW
1164
Boston Trust Walden
Massachusetts
$1.31M -$186K -3,363 -12%
RGNCM
1165
R.G. Niederhoffer Capital Management
New York
$1.31M +$1.31M +23,600 New
AFG
1166
Albion Financial Group
Utah
$1.3M – – –
FSA
1167
Franklin Street Advisors
North Carolina
$1.29M -$8.43K -152 -0.6%
MMHP
1168
Murphy Middleton Hinkle & Parker
Georgia
$1.28M – – –
CS
1169
Comerica Securities
Michigan
$1.27M +$72.1K +1,300 +6%
BEAM
1170
Baker Ellis Asset Management
Washington
$1.26M -$61K -1,100 -5%
DBT
1171
Dubuque Bank & Trust
Iowa
$1.26M -$4.34M -78,211 -78%
WMG
1172
WESCAP Management Group
California
$1.25M -$10.4K -187 -0.8%
FTC
1173
Farmers Trust Company
Ohio
$1.25M -$2.05K -37 -0.2%
LSAG
1174
Lake Street Advisors Group
New Hampshire
$1.25M -$27.2K -491 -2%
AWM
1175
AE Wealth Management
Kansas
$1.25M -$897K -16,178 -42%
45 46
47
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