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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 %
GCM
1226
Glynn Capital Management
California
$1.06M – – –
B
1227
Brightworth
Georgia
$1.05M -$81.3K -1,467 -7%
RA
1228
Rational Advisors
New York
$1.05M +$1.05M +18,888 +51,049%
AFP
1229
Ausdal Financial Partners
Iowa
$1.05M +$280K +5,054 +37%
JFA
1230
Johanson Financial Advisors
California
$1.04M -$21.4K -385 -2%
FCI
1231
Financial Counselors Inc
Kansas
$1.04M +$119K +2,145 +13%
PAM
1232
Premier Asset Management
Illinois
$1.03M – – –
PWM
1233
Perigon Wealth Management
California
$1.03M +$2.83K +51 +0.3%
AAM
1234
Augustine Asset Management
Florida
$1.03M +$40.5K +730 +4%
MMG
1235
Monetary Management Group
Missouri
$1.02M – – –
GCM
1236
Graham Capital Management
Connecticut
$1.02M +$4.16K +75 +0.4%
Capstone Investment Advisors
1237
Capstone Investment Advisors
New York
$1.02M +$849K +15,318 +494%
ECM
1238
Evergreen Capital Management
Washington
$1.02M +$90.8K +1,637 +10%
AWA
1239
ARS Wealth Advisors
Florida
$1.02M -$17.9K -323 -2%
GIC
1240
GFI Investment Counsel
Ontario, Canada
$1.01M – – –
DBRC
1241
D.B. Root & Company
Pennsylvania
$1.01M -$3.44K -62 -0.3%
MWP
1242
MYCIO Wealth Partners
Pennsylvania
$1.01M +$339K +6,123 +51%
ROTUOC
1243
Regents of the University of California
California
$1M – – –
IDBONY
1244
Israel Discount Bank of New York
New York
$1M -$161K -2,910 -14%
NJBEST
1245
New Jersey Better Educational Savings Trust
New Jersey
$998K -$166K -3,000 -14%
NSB
1246
Norway Savings Bank
Maine
$996K -$82.9K -1,495 -8%
MIC
1247
Meridian Investment Counsel
California
$993K – – –
SHGA
1248
Sand Hill Global Advisors
California
$992K +$5.27K +95 +0.5%
TMAM
1249
Tokio Marine Asset Management
Japan
$989K -$755K -13,624 -43%
JCM
1250
Jacobi Capital Management
Pennsylvania
$986K +$28.5K +514 +3%
48 49
50
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