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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 %
NFA
1351
Nuveen Fund Advisors
Illinois
$770K -$241K -4,356 -24%
AF
1352
Arrow Financial
New York
$767K -$77K -1,389 -9%
MA
1353
Marshwinds Advisory
Georgia
$766K +$766K +13,822 New
CAMG
1354
CWA Asset Management Group
Florida
$764K -$3.01M -54,382 -80%
RIM
1355
Regent Investment Management
Kentucky
$762K -$5.54K -100 -0.7%
HKIM
1356
Hayek Kallen Investment Management
Alabama
$760K -$32.8K -592 -4%
BO
1357
Bank OZK
Arkansas
$757K -$199K -3,583 -21%
LCM
1358
Liberty Capital Management
Michigan
$755K – – –
SMG
1359
Spectrum Management Group
Indiana
$752K – – –
CA
1360
CapWealth Advisors
Tennessee
$751K +$8.31K +150 +1%
KWA
1361
KCS Wealth Advisory
California
$750K +$56.3K +1,016 +8%
AP
1362
Atwood & Palmer
Missouri
$749K -$431K -7,772 -37%
FCIM
1363
Fairview Capital Investment Management
California
$749K +$16.4K +295 +2%
CC
1364
Claybrook Capital
Massachusetts
$748K – – –
SSG
1365
Summit Securities Group
New York
$748K +$244K +4,400 +48%
SFA
1366
Sequoia Financial Advisors
Ohio
$747K -$82.9K -1,494 -10%
TFO
1367
Tarbox Family Office
California
$744K +$3.05K +55 +0.4%
IWA
1368
Intercontinental Wealth Advisors
Texas
$743K -$17.3K -312 -2%
GD
1369
Grandfield & Dodd
New York
$741K +$5.99K +108 +0.8%
PAI
1370
Pittenger & Anderson Inc
Nebraska
$737K -$55.4K -1,000 -7%
CI
1371
Capital International
California
$737K – – –
LCM
1372
Leisure Capital Management
California
$735K – – –
LKIM
1373
Lawson Kroeker Investment Management
Nebraska
$723K -$1.1M -19,925 -60%
FAT
1374
First American Trust
California
$722K +$204K +3,676 +39%
PCM
1375
Palisade Capital Management
New Jersey
$721K -$27.7K -500 -4%
53 54
55
56 57