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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 %
Verition Fund Management
1176
Verition Fund Management
Connecticut
$1.25M -$115K -2,076 -8%
FBC
1177
Fairfield, Bush & Co
Connecticut
$1.25M +$776 +14 +0.1%
AWM
1178
Altium Wealth Management
New York
$1.25M +$845K +15,244 +210%
ADBIC
1179
A.D. Beadell Investment Counsel
Wisconsin
$1.24M -$601K -10,850 -33%
LNB
1180
Ledyard National Bank
$1.24M +$2.33K +42 +0.2%
HH
1181
Hilltop Holdings
Texas
$1.24M +$88.3K +1,593 +8%
AAM
1182
Autus Asset Management
Arizona
$1.24M -$1.01M -18,150 -45%
PI
1183
PHH Investments
Texas
$1.24M -$10.1K -182 -0.8%
AWM
1184
Altavista Wealth Management
North Carolina
$1.23M -$272K -4,914 -18%
NHC
1185
Nicholas Hoffman & Company
Georgia
$1.23M -$2.77K -50 -0.2%
BHBT
1186
Burke & Herbert Bank & Trust
Virginia
$1.23M -$554 -10 -0%
CF
1187
Centaurus Financial
California
$1.23M +$392K +7,066 +47%
AIM
1188
Acropolis Investment Management
Missouri
$1.23M -$589K -10,616 -32%
VFPI
1189
Vantage Financial Partners (Illinois)
Illinois
$1.21M -$16.6K -300 -1%
OIM
1190
Orca Investment Management
Oregon
$1.21M +$67.9K +1,225 +6%
RPC
1191
Rossmore Private Capital
Connecticut
$1.2M +$388K +6,999 +48%
GC
1192
Garde Capital
Washington
$1.2M +$12.2K +220 +1%
PFS
1193
Prospera Financial Services
Texas
$1.19M +$197K +3,564 +20%
SIG
1194
Schaller Investment Group
North Carolina
$1.19M – – –
BI
1195
Bredin Investment
Delaware
$1.19M – – –
EHWM
1196
Eads & Heald Wealth Management
Georgia
$1.19M +$20.1K +363 +2%
BEC
1197
Blue Edge Capital
Virginia
$1.18M -$82.4K -1,486 -7%
TTWM
1198
TCV Trust & Wealth Management
Virginia
$1.18M -$8.05M -145,277 -87%
CAM
1199
CenterStar Asset Management
Illinois
$1.18M -$3.36M – –
SMC
1200
Smith, Moore & Co
Missouri
$1.16M +$644K +11,604 +124%
46 47
48
49 50