WFC icon

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 %
BIM
1276
Baldwin Investment Management
Pennsylvania
$932K – – –
FCCM
1277
First City Capital Management
Georgia
$929K -$1.28K -23 -0.1%
PAS
1278
Partnervest Advisory Services
California
$922K -$9.37K -169 -1%
MAA
1279
Mraz Amerine & Associates
California
$922K +$55.4K +1,000 +6%
BIC
1280
Beach Investment Counsel
Pennsylvania
$917K – – –
KWM
1281
Kingsview Wealth Management
Oregon
$915K -$86.4K -1,559 -9%
DT
1282
Diversified Trust
Tennessee
$914K +$112K +2,018 +14%
EAM
1283
Evanson Asset Management
California
$913K +$55 +1 +0%
WPW
1284
Winthrop Partners - WNY
New York
$913K -$11.4K -206 -1%
HCM
1285
Hudson Capital Management
New Jersey
$912K -$55.2K -996 -6%
CCM
1286
Coldstream Capital Management
Washington
$908K +$246K +4,444 +37%
RIL
1287
Rothschild Investment LLC
Illinois
$906K -$432K -7,797 -32%
MCM
1288
Mork Capital Management
California
$904K – – –
VC
1289
Vicus Capital
Pennsylvania
$904K +$65.9K +1,189 +8%
PCG
1290
Private Capital Group
Connecticut
$900K -$66.7K -1,203 -7%
LAM
1291
Lingohr Asset Management
Germany
$898K – – –
CCA
1292
Cobblestone Capital Advisors
New York
$895K -$140K -2,521 -14%
IWM
1293
IHT Wealth Management
Illinois
$894K +$10.9K +196 +1%
S
1294
SimplyRich
California
$892K – – –
CEP
1295
Chicago Equity Partners
Illinois
$891K -$497K -8,960 -36%
SFG
1296
Summit Financial Group
West Virginia
$890K – – –
CAM
1297
Columbia Asset Management
Michigan
$887K -$55.4K -1,000 -6%
HAI
1298
Hennessy Advisors Inc
California
$887K +$55.4K +1,000 +7%
CT
1299
Chicago Trust
Illinois
$885K -$16.9K -304 -2%
AIA
1300
AIMZ Investment Advisors
California
$879K -$17.9K -322 -2%
50 51
52
53 54