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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 %
LBC
1201
Lawrence B. Cohen
$1.24M -$28.3K -540 -2%
AFG
1202
Albion Financial Group
Utah
$1.23M – – –
FSA
1203
Franklin Street Advisors
North Carolina
$1.23M +$4.04K +77 +0.3%
MMHP
1204
Murphy Middleton Hinkle & Parker
Georgia
$1.21M – – –
WIM
1205
Waverton Investment Management
United Kingdom
$1.21M -$308K -5,882 -20%
LSAG
1206
Lake Street Advisors Group
New Hampshire
$1.21M +$15.5K +295 +1%
BEC
1207
Blue Edge Capital
Virginia
$1.2M -$36.6K -699 -3%
WMG
1208
WESCAP Management Group
California
$1.19M +$314 +6 +0%
BWM
1209
Buckley Wealth Management
Nevada
$1.19M +$7.97K +152 +0.7%
NCMW
1210
Northern Capital Management (Wisconsin)
Wisconsin
$1.19M -$1.83K -35 -0.2%
FTC
1211
Farmers Trust Company
Ohio
$1.19M -$30.7K -585 -3%
EB
1212
Eastern Bank
Massachusetts
$1.18M -$13M -247,239 -92%
FBC
1213
Fairfield, Bush & Co
Connecticut
$1.18M -$6.12M -116,829 -84%
PI
1214
PHH Investments
Texas
$1.18M -$363K -6,924 -24%
Connor, Clark & Lunn Investment Management (CC&L)
1215
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.18M -$3.41M -65,075 -74%
NHC
1216
Nicholas Hoffman & Company
Georgia
$1.17M +$43.8K +835 +4%
BHBT
1217
Burke & Herbert Bank & Trust
Virginia
$1.17M -$133K -2,534 -10%
LNB
1218
Ledyard National Bank
$1.17M -$30.1K -575 -3%
TC
1219
Trust Company
Kansas
$1.16M -$5.7M -108,706 -83%
VFPI
1220
Vantage Financial Partners (Illinois)
Illinois
$1.16M +$52.4K +1,000 +5%
CAPTRUST Financial Advisors
1221
CAPTRUST Financial Advisors
North Carolina
$1.16M -$89.3K -1,739 -7%
MC
1222
Middleton & Co
Massachusetts
$1.14M -$688K -13,129 -38%
BP
1223
Ballentine Partners
Massachusetts
$1.13M -$81.5K -1,554 -7%
ICM
1224
IMS Capital Management
Oregon
$1.13M – – –
CS
1225
Comerica Securities
Michigan
$1.13M -$2.62M -49,998 -70%
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