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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 %
JT
1226
Jump Trading
Illinois
$1.13M +$851K +16,242 +308%
SIG
1227
Schaller Investment Group
North Carolina
$1.13M -$4M -76,337 -78%
RWA
1228
RGT Wealth Advisors
Texas
$1.13M -$190K -3,615 -14%
HSA
1229
HBK Sorce Advisory
Pennsylvania
$1.13M -$8.59K -164 -0.8%
BI
1230
Bredin Investment
Delaware
$1.12M – – –
RWA
1231
River Wealth Advisors
Pennsylvania
$1.12M -$36.8K -703 -3%
GC
1232
Garde Capital
Washington
$1.12M – – –
AP
1233
Atwood & Palmer
Missouri
$1.12M -$157K -3,000 -12%
CCG
1234
Chatham Capital Group
Georgia
$1.11M -$586K -11,175 -35%
EHWM
1235
Eads & Heald Wealth Management
Georgia
$1.1M -$73.9K -1,410 -6%
NJBEST
1236
New Jersey Better Educational Savings Trust
New Jersey
$1.1M -$262K -5,000 -19%
BFEC
1237
Benjamin F. Edwards & Company
Missouri
$1.1M -$23.2K -443 -2%
IDBONY
1238
Israel Discount Bank of New York
New York
$1.1M +$10.5K +200 +1%
LNC
1239
Lincoln National Corp
Pennsylvania
$1.09M -$1.01M -19,330 -48%
HH
1240
Hilltop Holdings
Texas
$1.09M -$524K -10,001 -33%
NSIM
1241
North Star Investment Management
Illinois
$1.08M -$51.1K -976 -5%
CBN
1242
Cadence Bank NA
Texas
$1.08M +$4.98K +95 +0.5%
OIM
1243
Orca Investment Management
Oregon
$1.08M -$379K -7,226 -26%
CPA
1244
Court Place Advisors
Maryland
$1.08M +$28.8K +549 +3%
WA1
1245
Wimmer Associates 1
California
$1.07M – – –
B
1246
Brightworth
Georgia
$1.07M -$2.62M -50,045 -71%
STA
1247
Summit Trail Advisors
New York
$1.07M +$24.1K +471 +2%
EM
1248
Excalibur Management
Massachusetts
$1.07M +$673K +12,842 +172%
PWAP
1249
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.06M -$10.5K -200 -1%
WAM
1250
Weatherly Asset Management
California
$1.06M +$2.1K +40 +0.2%
48 49
50
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