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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 %
IWA
1401
Intercontinental Wealth Advisors
Texas
$719K +$23.4K +446 +3%
PCAP
1402
Pratt Collard Advisory Partners
New York
$716K +$292K +5,570 +69%
LCM
1403
Liberty Capital Management
Michigan
$714K – – –
SMG
1404
Spectrum Management Group
Indiana
$711K – – –
TFS
1405
TrustCore Financial Services
Tennessee
$711K +$54.8K +1,047 +8%
SSWM
1406
Sheets Smith Wealth Management
North Carolina
$710K -$931K -17,761 -57%
CC
1407
Claybrook Capital
Massachusetts
$708K – – –
PCM
1408
Palisade Capital Management
New Jersey
$708K +$388K +7,400 +121%
FI
1409
FormulaFolio Investments
Michigan
$706K +$388K +7,398 +122%
FIAS
1410
FinTrust Investment Advisory Services
South Carolina
$704K +$380K +7,264 +118%
CA
1411
CapWealth Advisors
Tennessee
$702K – – –
TFO
1412
Tarbox Family Office
California
$701K -$3.25K -62 -0.5%
IGGA
1413
Iron Gate Global Advisors
Utah
$700K +$86.6K +1,654 +14%
CI
1414
Capital International
California
$697K +$697K +13,300 New
GD
1415
Grandfield & Dodd
New York
$695K -$259K -4,937 -27%
LCM
1416
Leisure Capital Management
California
$695K -$28.8K -550 -4%
CWS
1417
Cypress Wealth Services
California
$694K -$120K -2,290 -15%
FCIM
1418
Fairview Capital Investment Management
California
$692K -$55K -1,050 -7%
WPA
1419
West Paces Advisors
Georgia
$689K -$29.9K -571 -4%
CA
1420
Cullinan Associates
Kentucky
$685K -$5.24K -100 -0.8%
PA
1421
Parallel Advisors
California
$678K -$43.9K -837 -6%
FHA
1422
Flagship Harbor Advisors
Massachusetts
$677K +$173K +3,363 +34%
DAC
1423
Dividend Assets Capital
South Carolina
$676K -$628K -11,970 -48%
BCM
1424
Bayesian Capital Management
New York
$671K +$671K +12,811 New
CCMG
1425
Clark Capital Management Group
Pennsylvania
$669K +$45.2K +862 +7%
55 56
57
58 59