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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 %
HAI
1376
Hennessy Advisors Inc
California
$786K +$210K +4,000 +36%
SFA
1377
Sequoia Financial Advisors
Ohio
$784K +$51.6K +984 +7%
SMFS
1378
Squar Milner Financial Services
California
$775K +$105K +2,011 +16%
NWP
1379
Northstar Wealth Partners
Connecticut
$775K +$321K +6,136 +71%
WC
1380
Woodstock Corp
Massachusetts
$773K -$224K -4,275 -22%
RPC
1381
Rossmore Private Capital
Connecticut
$771K +$127K +2,415 +20%
LJHT
1382
Laurie J. Hall Trustee
$761K – – –
DT
1383
Diversified Trust
Tennessee
$758K +$891 +17 +0.1%
Cetera Investment Advisers
1384
Cetera Investment Advisers
Illinois
$757K -$104K -2,005 -12%
AHB
1385
Abner Herrman & Brock
New Jersey
$753K -$74.6K -1,425 -9%
TWA
1386
TCI Wealth Advisors
Arizona
$751K -$32.7K -623 -4%
DWA
1387
Divergent Wealth Advisors
Utah
$751K +$751K +14,329 New
TH
1388
TCTC Holdings
Texas
$750K – – –
HKIM
1389
Hayek Kallen Investment Management
Alabama
$750K +$129K +2,452 +21%
DTL
1390
Dynamic Technology Lab
Singapore
$750K +$750K +14,310 New
PAI
1391
Pittenger & Anderson Inc
Nebraska
$749K -$619K -11,827 -45%
JFA
1392
JNBA Financial Advisors
Minnesota
$747K -$31K -591 -4%
GLA
1393
Good Life Advisors
Pennsylvania
$743K -$283K -5,550 -28%
BIAS
1394
Beacon Investment Advisory Services
New Jersey
$743K +$67.7K +1,293 +10%
FPCG
1395
Fort Pitt Capital Group
Pennsylvania
$733K +$62.1K +1,184 +9%
BFO
1396
Boston Family Office
Massachusetts
$730K -$242K -4,621 -25%
CG
1397
CFO4Life Group
Texas
$726K -$194K -3,702 -21%
RIM
1398
Regent Investment Management
Kentucky
$726K – – –
AFP
1399
Ausdal Financial Partners
Iowa
$723K -$199K -3,796 -22%
AWM
1400
Aries Wealth Management
Maine
$719K – – –
54 55
56
57 58