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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 %
JDR
1401
Jay D. Rosenbaum
$673K – – –
GLI
1402
Guardian Life Insurance
New York
$673K +$107K +1,939 +19%
GLA
1403
Great Lakes Advisors
Illinois
$672K -$229K -4,131 -25%
OCM
1404
One Capital Management
California
$670K -$237K -4,280 -26%
GLA
1405
Good Life Advisors
Pennsylvania
$667K -$136K -2,463 -17%
OC
1406
Oarsman Capital
Wisconsin
$666K +$6.54K +118 +1%
PP
1407
PrairieView Partners
Minnesota
$665K +$68.7K +1,239 +12%
MG
1408
Markel Group
Virginia
$665K +$665K +12,000 New
CFA
1409
Cahill Financial Advisors
Minnesota
$663K -$2.55K -46 -0.4%
IFWM
1410
Institute for Wealth Management
Colorado
$661K +$5.48K +99 +0.8%
SLF
1411
Sun Life Financial
Ontario, Canada
$659K +$601K +10,831 +1,031%
HCM
1412
Highlander Capital Management
New Jersey
$654K -$40.5K -730 -6%
HIC
1413
Hartline Investment Corp
Illinois
$649K – – –
SAM
1414
Smithbridge Asset Management
Pennsylvania
$647K -$37.5K -676 -5%
OC
1415
Oakworth Capital
Alabama
$646K -$42.4K -766 -6%
FPCG
1416
Fort Pitt Capital Group
Pennsylvania
$645K -$130K -2,339 -17%
PFBT
1417
Parkside Financial Bank & Trust
Missouri
$644K +$9.1K +164 +1%
FAM
1418
Formidable Asset Management
Ohio
$643K -$1.89K -34 -0.3%
PAIM
1419
Punch & Associates Investment Management
Minnesota
$643K +$643K +11,590 New
FNBSF
1420
First National Bank Sioux Falls
South Dakota
$641K – – –
SAM
1421
Summit Asset Management
Tennessee
$639K – – –
WPP
1422
Whalerock Point Partners
Rhode Island
$637K -$361K -6,500 -36%
BFIC
1423
Bedell Frazier Investment Counselling
California
$637K +$175K +3,157 +38%
WCM
1424
Whitener Capital Management
North Carolina
$636K +$56.6K +1,022 +10%
CA
1425
Cornerstone Advisory
Maryland
$634K -$30.5K -550 -5%
55 56
57
58 59