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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 %
EB
1301
Eastern Bank
Massachusetts
$878K -$371K -6,689 -30%
IIM
1302
Ipswich Investment Management
Massachusetts
$878K -$54.7K -987 -6%
GBT
1303
Grove Bank & Trust
Florida
$878K -$15K -270 -2%
EM
1304
ELCO Management
New York
$865K -$34.4K -620 -4%
Cetera Investment Advisers
1305
Cetera Investment Advisers
Illinois
$864K +$48.9K +872 +6%
ANBT
1306
American National Bank & Trust
Texas
$863K -$234K -4,224 -21%
TP
1307
Truvvo Partners
New York
$860K -$2.76M -49,776 -76%
PCAP
1308
Pratt Collard Advisory Partners
New York
$859K +$101K +1,825 +13%
MCM
1309
Mainstay Capital Management
Michigan
$858K +$22.5K +406 +3%
CC
1310
Chicago Capital
Illinois
$853K +$373K +6,738 +78%
CCMD
1311
Cypress Capital Management (Delaware)
Delaware
$851K -$176K -3,181 -17%
IAMOG
1312
Investors Asset Management of Georgia
Georgia
$848K -$40.6K -732 -5%
RCM
1313
RB Capital Management
Nevada
$847K -$19K -342 -2%
MBT
1314
Monroe Bank & Trust
Michigan
$842K -$25.2K -455 -3%
WEC
1315
Winslow Evans & Crocker
Massachusetts
$840K -$11.5K -208 -1%
ZIC
1316
ZWJ Investment Counsel
Georgia
$838K -$38.5K -695 -4%
FPFS
1317
First Personal Financial Services
North Carolina
$833K -$199K -3,592 -19%
BAM
1318
Barrett Asset Management
New York
$832K -$33.3K -600 -4%
BS
1319
Boenning & Scattergood
Pennsylvania
$832K +$832K +15,015 New
AHB
1320
Abner Herrman & Brock
New Jersey
$830K +$32.6K +588 +4%
BSB
1321
Bangor Savings Bank
Maine
$821K -$1.54M -27,794 -65%
FHA
1322
Flagship Harbor Advisors
Massachusetts
$821K +$93.6K +1,690 +13%
SMFS
1323
Squar Milner Financial Services
California
$820K – – –
TA
1324
Tiedemann Advisors
New York
$819K +$117K +2,116 +17%
AIIMS
1325
Analyst IMS Investment Management Services
Israel
$818K -$44.2K -825 -5%
51 52
53
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