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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 %
BC
1251
Burney Company
Virginia
$985K +$24.5K +442 +3%
FFA
1252
First Foundation Advisors
California
$982K +$50.6K +912 +5%
MCM
1253
Murphy Capital Management
New Jersey
$981K -$38.5K -694 -4%
ET
1254
Equitable Trust
Tennessee
$978K +$978K +17,646 New
FMB
1255
Field & Main Bank
Kentucky
$977K -$12.9K -225 -1%
QCIG
1256
Quad-Cities Investment Group
Iowa
$973K +$166 +3 +0%
HA
1257
Harbor Advisors
Florida
$970K – – –
VNIM
1258
Vaughan Nelson Investment Management
Texas
$969K – – –
AMIM
1259
Aull & Monroe Investment Management
Alabama
$968K -$124K -2,241 -11%
RWM
1260
Ritholtz Wealth Management
New York
$967K -$63.2K -1,139 -6%
CAAS
1261
Capital Asset Advisory Services
Michigan
$961K -$16.3K -294 -2%
WPC
1262
White Pine Capital
Minnesota
$959K -$30.4K -548 -3%
LGC
1263
Laurel Grove Capital
California
$956K – – –
LCM
1264
Logan Capital Management
Pennsylvania
$955K +$20.2K +364 +2%
GSC
1265
G&S Capital
Colorado
$954K – – –
CB
1266
CNB Bank
Pennsylvania
$953K -$16.5K -297 -2%
AIM
1267
Aspen Investment Management
Michigan
$951K – – –
WG
1268
Welch Group
Alabama
$947K -$10.5K -190 -1%
FI
1269
FormulaFolio Investments
Michigan
$945K +$198K +3,566 +26%
PGIM
1270
Pacific Global Investment Management
California
$942K -$56.4K -1,018 -6%
VFM
1271
Viking Fund Management
North Dakota
$942K +$942K +17,000 New
GIM
1272
Guardian Investment Management
California
$935K -$2.23M -40,315 -70%
PVWM
1273
Point View Wealth Management
New Jersey
$935K -$21.9K -396 -2%
DAM
1274
Deltec Asset Management
New York
$935K – – –
PCM
1275
Pointe Capital Management
Michigan
$935K +$2.33K +42 +0.2%
49 50
51
52 53