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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 %
BFO
1451
Boston Family Office
Massachusetts
$561K -$212K -3,815 -27%
CWA
1452
Cypress Wealth Advisors
California
$560K -$6.99K -126 -1%
VHAM
1453
Van Hulzen Asset Management
California
$558K +$2.11K +38 +0.4%
CAW
1454
Cornerstone Advisors (Washington)
Washington
$555K +$14K +253 +3%
RC
1455
RBF Capital
California
$554K – – –
PA
1456
Probity Advisors
Texas
$554K +$30.7K +554 +6%
KPF
1457
K2 Principal Fund
Ontario, Canada
$554K +$277K +5,000 +100%
JVBC
1458
J.V. Bruni & Co
Colorado
$554K +$554K +10,000 New
GI
1459
Glovista Investments
New Jersey
$553K +$554 +10 +0.1%
ZIG
1460
Zuckerman Investment Group
Illinois
$552K -$11.3K -203 -2%
FIM
1461
Freedom Investment Management
Connecticut
$551K +$120K +2,156 +28%
GAM
1462
Gould Asset Management
California
$549K -$27.7K -500 -5%
BWM
1463
BigSur Wealth Management
Florida
$549K – – –
WDL
1464
Well Done LLC
Michigan
$549K +$443 +8 +0.1%
IIA
1465
IPG Investment Advisors
California
$549K +$7.15K +129 +1%
SWA
1466
Sutton Wealth Advisors
Florida
$544K -$15K -270 -3%
SAM
1467
Shamrock Asset Management
Texas
$543K – – –
WA
1468
Wealth Architects
California
$542K +$21.8K +394 +4%
ACM
1469
Alethea Capital Management
Washington
$542K +$542K +9,783 New
WWM
1470
Windsor Wealth Management
Indiana
$541K +$33.4K +602 +7%
PCA
1471
Personal Capital Advisors
California
$540K -$1.3M -23,370 -71%
SCM
1472
Stonebridge Capital Management
California
$536K – – –
BCA
1473
Bray Capital Advisors
Florida
$536K +$277 +5 +0.1%
HCM
1474
Hollencrest Capital Management
California
$535K -$6.43K -116 -1%
AC
1475
Avestar Capital
New York
$529K -$651 -12 -0.1%
57 58
59
60 61