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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 %
OCM
1426
Osterweis Capital Management
California
$668K +$157K +3,000 +31%
TA
1427
Tiedemann Advisors
New York
$666K +$34.2K +651 +5%
CPIG
1428
Chicago Partners Investment Group
Illinois
$662K +$243K +4,631 +58%
MCM
1429
Mengis Capital Management
Oregon
$660K +$52 +1 +0%
LOAMS
1430
Lombard Odier Asset Management (Switzerland)
Switzerland
$659K -$429K -8,182 -39%
KWA
1431
KCS Wealth Advisory
California
$656K +$178K +3,400 +37%
Koshinski Asset Management
1432
Koshinski Asset Management
Illinois
$655K -$271K -5,164 -29%
WCM
1433
Washington Capital Management
Washington
$653K -$86.5K -1,650 -12%
PCI
1434
Pacifica Capital Investments
Texas
$652K -$819K -15,611 -56%
WCM
1435
Windsor Capital Management
Arizona
$652K -$36.6K -698 -5%
BP
1436
Bandera Partners
New York
$650K +$650K +12,400 New
FNBTCON
1437
First National Bank & Trust Co of Newtown
Pennsylvania
$648K -$3.88K -74 -0.6%
SAM
1438
Smithbridge Asset Management
Pennsylvania
$647K +$262 +5 +0%
OC
1439
Oakworth Capital
Alabama
$646K -$244K -4,692 -27%
TL
1440
TrueWealth LLC
Georgia
$645K -$69.3K -1,322 -10%
JC
1441
Jacobs & Co
California
$643K -$785 -15 -0.1%
EF
1442
Exeter Financial
Arizona
$641K -$10.9K -208 -2%
NAM
1443
NTV Asset Management
West Virginia
$640K +$44.8K +856 +8%
HCM
1444
Highlander Capital Management
New Jersey
$639K +$515K +10,088 +414%
JDR
1445
Jay D. Rosenbaum
$635K -$49.8K -950 -7%
AB
1446
Atlas Brown
Kentucky
$634K +$115K +2,200 +22%
CA
1447
Cornerstone Advisory
Maryland
$629K -$141K -2,691 -18%
MWP
1448
MYCIO Wealth Partners
Pennsylvania
$629K -$9.43K -180 -1%
CFA
1449
Cahill Financial Advisors
Minnesota
$629K +$261K +4,983 +71%
KA
1450
Kovack Advisors
Florida
$628K +$62.1K +1,185 +11%
56 57
58
59 60