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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 %
MMG
1276
Monetary Management Group
Missouri
$967K -$44.6K -850 -4%
MCM
1277
Murphy Capital Management
New Jersey
$964K -$57.3K -1,094 -6%
GCM
1278
Graham Capital Management
Connecticut
$961K – – –
AIM
1279
Advantage Investment Management
Iowa
$960K -$51.6K -984 -5%
GIC
1280
GFI Investment Counsel
Ontario, Canada
$959K – – –
CA
1281
Continuum Advisory
Idaho
$958K -$204K -3,887 -18%
NFA
1282
Nuveen Fund Advisors
Illinois
$956K -$314K -5,996 -25%
DBRC
1283
D.B. Root & Company
Pennsylvania
$954K +$231K +4,400 +32%
MSA
1284
Marino Stram & Associates
Massachusetts
$953K -$34.7K -662 -4%
GA
1285
Greytown Advisors
Florida
$953K +$88.2K +1,682 +10%
SLT
1286
St Louis Trust
Missouri
$951K +$288K +5,500 +43%
PFS
1287
Prospera Financial Services
Texas
$950K -$96.9K -1,837 -9%
ROTUOC
1288
Regents of the University of California
California
$949K – – –
KWM
1289
Kingsview Wealth Management
Oregon
$947K +$18.9K +361 +2%
PGIM
1290
Pacific Global Investment Management
California
$944K +$838 +16 +0.1%
NDSI
1291
Newman Dignan & Sheerar Inc
Rhode Island
$943K -$127K -2,501 -12%
ACC
1292
Accident Compensation Corp
New Zealand
$943K -$131K -2,500 -12%
WPP
1293
Whalerock Point Partners
Rhode Island
$943K -$13.5K -257 -1%
ACM
1294
Adalta Capital Management
New York
$939K – – –
MIC
1295
Meridian Investment Counsel
California
$939K +$3.41K +65 +0.4%
VI
1296
Versor Investments
New York
$938K +$938K +17,900 New
AAM
1297
Augustine Asset Management
Florida
$937K +$3.82K +73 +0.4%
WPC
1298
White Pine Capital
Minnesota
$935K -$1.57K -30 -0.2%
BFO
1299
Biltmore Family Office
North Carolina
$935K +$157K +3,000 +20%
WP
1300
WealthSource Partners
California
$934K +$58.5K +1,117 +7%
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