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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 %
S
1351
SimplyRich
California
$844K – – –
AIIMS
1352
Analyst IMS Investment Management Services
Israel
$843K -$170K -3,242 -17%
SFG
1353
Summit Financial Group
West Virginia
$841K +$57.6K +1,100 +7%
IAMOG
1354
Investors Asset Management of Georgia
Georgia
$840K +$5.24K +100 +0.6%
FNB
1355
Farmers National Bank
Kentucky
$839K +$139K +2,646 +20%
GFPC
1356
Global Financial Private Capital
Florida
$835K -$308K -5,876 -27%
FFC
1357
First Financial Corp
Indiana
$834K -$196K -3,739 -19%
WCWM
1358
Willow Creek Wealth Management
California
$829K +$101K +1,933 +14%
ZIC
1359
ZWJ Investment Counsel
Georgia
$828K -$1.68M -32,092 -67%
MBT
1360
Monroe Bank & Trust
Michigan
$820K -$63K -1,202 -7%
MAA
1361
Mraz Amerine & Associates
California
$819K -$21K -400 -2%
IWM
1362
IHT Wealth Management
Illinois
$818K -$93.7K -1,825 -10%
BAM
1363
Barrett Asset Management
New York
$818K -$577 -11 -0.1%
RCM
1364
RB Capital Management
Nevada
$818K +$34.1K +651 +4%
NMC
1365
Nine Masts Capital
Hong Kong
$816K +$816K +15,562 New
BC
1366
Blueport Capital
Texas
$810K +$394K +7,513 +95%
WEC
1367
Winslow Evans & Crocker
Massachusetts
$804K -$10.5K -200 -1%
AF
1368
Arrow Financial
New York
$798K -$20.7K -395 -3%
HI
1369
Horizon Investments
North Carolina
$795K -$316K -6,020 -28%
VC
1370
Vicus Capital
Pennsylvania
$793K +$141K +2,683 +22%
CF
1371
Centaurus Financial
California
$791K +$791K +15,098 New
RMAM
1372
Raab & Moskowitz Asset Management
New Jersey
$790K -$44.6K -852 -5%
MCM
1373
Mainstay Capital Management
Michigan
$790K +$84.5K +1,612 +12%
NG
1374
Northstar Group
New York
$788K -$68K -1,296 -8%
BA
1375
Birinyi Associates
Connecticut
$786K – – –
53 54
55
56 57