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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 %
HSA
1201
HBK Sorce Advisory
Pennsylvania
$1.16M -$28.8K -519 -2%
CPIG
1202
Chicago Partners Investment Group
Illinois
$1.16M +$457K +8,239 +65%
SS
1203
Sunbelt Securities
Texas
$1.16M +$124K +2,232 +12%
CWM
1204
Calamos Wealth Management
Illinois
$1.15M +$71.3K +1,285 +7%
NSIM
1205
North Star Investment Management
Illinois
$1.15M +$222 +4 +0%
CBN
1206
Cadence Bank NA
Texas
$1.15M +$1.66K +30 +0.1%
LNC
1207
Lincoln National Corp
Pennsylvania
$1.14M -$9.65K -174 -0.8%
ICM
1208
IMS Capital Management
Oregon
$1.14M +$106K +1,916 +10%
WA1
1209
Wimmer Associates 1
California
$1.14M – – –
BP
1210
Ballentine Partners
Massachusetts
$1.13M -$62.8K -1,133 -5%
AIA
1211
Arbor Investment Advisors
North Carolina
$1.13M +$24.2K +437 +2%
NFG
1212
Next Financial Group
Texas
$1.13M -$196K -3,532 -15%
MC
1213
Middleton & Co
Massachusetts
$1.13M -$73.9K -1,333 -6%
PWAP
1214
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.12M – – –
EM
1215
Excalibur Management
Massachusetts
$1.12M -$4.77K -86 -0.4%
WA
1216
Wheatland Advisors
Pennsylvania
$1.12M +$55 +1 +0%
CCG
1217
Chatham Capital Group
Georgia
$1.12M -$55.4K -1,000 -5%
CPA
1218
Court Place Advisors
Maryland
$1.11M -$24.4K -441 -2%
ACM
1219
Adalta Capital Management
New York
$1.11M +$111K +2,000 +11%
BFEC
1220
Benjamin F. Edwards & Company
Missouri
$1.1M -$58.9K -1,063 -5%
FMLI
1221
Fukoku Mutual Life Insurance
Japan
$1.1M – – –
CA
1222
Continuum Advisory
Idaho
$1.09M +$78.9K +1,423 +8%
GA
1223
Greytown Advisors
Florida
$1.09M +$84.7K +1,528 +8%
FNB
1224
Farmers National Bank
Kentucky
$1.09M +$204K +3,675 +23%
MA
1225
Mutual Advisors
Nebraska
$1.07M -$16.6K -299 -2%
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