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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 %
DAM
1451
Doheny Asset Management
California
$627K -$3.25M -61,927 -84%
VCM
1452
Vision Capital Management
Oregon
$627K -$45.6K -870 -7%
CCM
1453
Coldstream Capital Management
Washington
$625K -$449K -8,574 -42%
BCWM
1454
Blue Chip Wealth Management
Florida
$625K +$625K +11,934 New
OC
1455
Oarsman Capital
Wisconsin
$623K +$21.5K +410 +4%
LC
1456
LCNB Corp
Ohio
$620K -$66K -1,260 -10%
BI
1457
Boulegeris Investments
Georgia
$619K -$219K -4,169 -26%
BMC
1458
Beaton Management Company
Massachusetts
$617K -$44.5K -849 -7%
HIC
1459
Hartline Investment Corp
Illinois
$614K – – –
IIC
1460
Ironwood Investment Counsel
Arizona
$614K +$54K +1,031 +10%
FAM
1461
Formidable Asset Management
Ohio
$610K -$5.24K -100 -0.9%
IFWM
1462
Institute for Wealth Management
Colorado
$610K +$33.3K +646 +6%
FNBSF
1463
First National Bank Sioux Falls
South Dakota
$606K +$4.66K +89 +0.8%
KTC
1464
Kistler-Tiffany Companies
Pennsylvania
$605K -$222K -4,231 -27%
SAM
1465
Summit Asset Management
Tennessee
$604K -$11.7K -224 -2%
FFS
1466
Founders Financial Securities
Maryland
$600K +$12.1K +230 +2%
PFBT
1467
Parkside Financial Bank & Trust
Missouri
$599K -$44.6K -851 -7%
BW
1468
Bison Wealth
Georgia
$598K +$30.6K +584 +5%
MJRIC
1469
Mogy Joel R Investment Counsel
California
$592K -$94.3K -1,800 -14%
AWA
1470
Arete Wealth Advisors
Illinois
$590K +$72.4K +1,381 +14%
CPA
1471
Capital Planning Advisors
California
$588K – – –
Twin Tree Management
1472
Twin Tree Management
Texas
$587K -$984K -18,769 -63%
TFF
1473
The Family Firm
Maryland
$585K -$2.83K -54 -0.5%
DCM
1474
Delpha Capital Management
New York
$584K +$495K +9,453 +556%
NWM
1475
Northwest Wealth Management
Iowa
$582K -$14.5K -276 -2%
57 58
59
60 61