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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 %
WCM
1376
Windsor Capital Management
Arizona
$719K +$30.6K +553 +4%
OCM
1377
Osterweis Capital Management
California
$707K – – –
WPA
1378
West Paces Advisors
Georgia
$704K -$25.2K -455 -3%
FIA
1379
FNY Investment Advisers
New York
$703K +$703K +12,693 New
DAC
1380
Dividend Assets Capital
South Carolina
$701K -$13.9K -250 -2%
VCM
1381
Vision Capital Management
Oregon
$700K +$37.3K +672 +6%
LOAMS
1382
Lombard Odier Asset Management (Switzerland)
Switzerland
$698K – – –
MCM
1383
Mengis Capital Management
Oregon
$698K +$55 +1 +0%
TC
1384
Telemus Capital
Michigan
$697K -$2.13M -38,453 -75%
CA
1385
Cullinan Associates
Kentucky
$697K -$27.7K -500 -4%
PIM
1386
Penobscot Investment Management
Massachusetts
$696K -$702K -12,654 -50%
PWPS
1387
Pinnacle Wealth Planning Services
Ohio
$695K +$110K +1,982 +19%
BAM
1388
Belpointe Asset Management
Nevada
$692K +$692K +12,483 New
WCM
1389
Washington Capital Management
Washington
$690K – – –
PWA
1390
Providence Wealth Advisors
Illinois
$690K +$63.7K +1,150 +10%
PCI
1391
Pacifica Capital Investments
Texas
$689K – – –
BMC
1392
Beaton Management Company
Massachusetts
$687K +$34.1K +616 +5%
FNBTCON
1393
First National Bank & Trust Co of Newtown
Pennsylvania
$686K – – –
AB
1394
Atlas Brown
Kentucky
$685K – – –
CWS
1395
Cypress Wealth Services
California
$682K -$51.9K -936 -7%
JC
1396
Jacobs & Co
California
$681K – – –
TL
1397
TrueWealth LLC
Georgia
$680K -$2.27K -41 -0.3%
XS
1398
XR Securities
Illinois
$679K +$679K +12,254 New
BC
1399
Blueport Capital
Texas
$675K -$182K -3,281 -21%
FDCC
1400
Foster Dykema Cabot & Co
Massachusetts
$674K -$304K -5,197 -31%
54 55
56
57 58