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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 %
WA
1251
Wheatland Advisors
Pennsylvania
$1.06M -$57.5K -1,098 -5%
CG
1252
Colony Group
Massachusetts
$1.06M +$243K +4,640 +30%
FBT
1253
First Bank & Trust
South Dakota
$1.05M -$3.88K -74 -0.4%
AIA
1254
Arbor Investment Advisors
North Carolina
$1.05M -$2.62K -50 -0.2%
FMLI
1255
Fukoku Mutual Life Insurance
Japan
$1.04M +$31.5K +600 +3%
ANBT
1256
American National Bank & Trust
Texas
$1.04M -$494K -9,425 -32%
AMIM
1257
Aull & Monroe Investment Management
Alabama
$1.03M – – –
MA
1258
Mutual Advisors
Nebraska
$1.03M -$22.7K -434 -2%
TCM
1259
Teza Capital Management
Illinois
$1.03M +$84.3K +1,609 +9%
CWM
1260
Calamos Wealth Management
Illinois
$1.02M -$184K -3,510 -15%
PSC
1261
Prentiss Smith & Co
Vermont
$1.02M +$47.5K +907 +5%
NSB
1262
Norway Savings Bank
Maine
$1.02M -$20.7K -395 -2%
MOS
1263
MGO One Seven
Ohio
$1.01M -$71.1K -1,356 -7%
GCM
1264
Glynn Capital Management
California
$1M – – –
OPTFSNA
1265
Old Point Trust & Financial Services N A
Virginia
$999K -$26.2K -500 -3%
JFA
1266
Johanson Financial Advisors
California
$992K +$1.57K +30 +0.2%
CCA
1267
Cobblestone Capital Advisors
New York
$978K -$107K -2,050 -10%
AWA
1268
ARS Wealth Advisors
Florida
$978K -$25.8K -492 -3%
PAM
1269
Premier Asset Management
Illinois
$978K – – –
FPFS
1270
First Personal Financial Services
North Carolina
$975K -$382K -7,289 -28%
SS
1271
Sunbelt Securities
Texas
$975K +$12.7K +242 +1%
PWM
1272
Perigon Wealth Management
California
$974K -$654K -12,481 -40%
RWM
1273
Ritholtz Wealth Management
New York
$973K -$33.6K -641 -3%
S
1274
SignatureFD
Georgia
$972K -$21.3K -406 -2%
CCMD
1275
Cypress Capital Management (Delaware)
Delaware
$971K -$90.7K -1,732 -9%
49 50
51
52 53