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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 %
PCM
1326
Pointe Capital Management
Michigan
$881K -$29.1K -555 -3%
BIM
1327
Baldwin Investment Management
Pennsylvania
$881K -$14.1K -270 -2%
FFA
1328
First Foundation Advisors
California
$880K -$19.1M -363,857 -96%
SC
1329
Sovarnum Capital
New York
$880K -$2.88M -55,000 -77%
PAS
1330
Partnervest Advisory Services
California
$880K -$34.8K -664 -4%
FCCM
1331
First City Capital Management
Georgia
$879K – – –
FDCC
1332
Foster Dykema Cabot & Co
Massachusetts
$877K -$631K -12,039 -42%
ECM
1333
Evergreen Capital Management
Washington
$876K -$3.25M -62,050 -79%
WPW
1334
Winthrop Partners - WNY
New York
$871K – – –
QAM
1335
Quantres Asset Management
Cayman Islands
$870K +$870K +16,600 New
FPCP
1336
Fort Point Capital Partners
California
$869K -$997K -19,032 -53%
BIC
1337
Beach Investment Counsel
Pennsylvania
$867K – – –
FCI
1338
Financial Counselors Inc
Kansas
$866K -$432K -8,242 -33%
EAM
1339
Evanson Asset Management
California
$863K +$13.3K +254 +2%
LJAC
1340
L.J. Altfest & Co
New York
$860K -$6.29K -120 -0.7%
OCM
1341
One Capital Management
California
$858K -$76.7K -1,463 -8%
MCM
1342
Mork Capital Management
California
$854K – – –
QC
1343
Quadrature Capital
United Kingdom
$853K +$853K +16,275 New
GLA
1344
Great Lakes Advisors
Illinois
$852K -$1.44M -27,402 -63%
CT
1345
Chicago Trust
Illinois
$852K -$719K -13,729 -46%
EM
1346
ELCO Management
New York
$850K – – –
LAM
1347
Lingohr Asset Management
Germany
$849K – – –
AIA
1348
AIMZ Investment Advisors
California
$848K -$577 -11 -0.1%
FRA
1349
Front Row Advisors
California
$847K -$554K -10,567 -40%
GBT
1350
Grove Bank & Trust
Florida
$844K -$2.62K -50 -0.3%
52 53
54
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