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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 %
SSWM
1476
Smith Salley Wealth Management
North Carolina
$581K -$11.4M -216,602 -95%
PWA
1477
Providence Wealth Advisors
Illinois
$580K +$580K +11,302 New
LPT
1478
Legacy Private Trust
Wisconsin
$577K -$9.96K -190 -2%
PP
1479
PrairieView Partners
Minnesota
$564K +$210 +4 +0%
BB
1480
Bell Bank
North Dakota
$562K -$63K -1,203 -10%
ADL
1481
Asset Dedication LLC
California
$562K -$6.08K -116 -1%
NIA
1482
Northstar Investment Advisors
Colorado
$562K – – –
CWM
1483
Cornerstone Wealth Management
Missouri
$554K -$45.3K -879 -8%
OIA
1484
Optimum Investment Advisors
Illinois
$554K -$26.5K -507 -5%
BAAM
1485
Baker Avenue Asset Management
California
$552K +$49.9K +952 +10%
PWPS
1486
Pinnacle Wealth Planning Services
Ohio
$552K +$377K +7,192 +215%
WCM
1487
Whitener Capital Management
North Carolina
$547K -$15.1K -289 -3%
GAM
1488
Gould Asset Management
California
$545K -$3.14K -60 -0.6%
FAB
1489
First American Bank
Illinois
$543K +$16.6K +317 +3%
CPC
1490
Congress Park Capital
New York
$542K -$2.07M -39,456 -79%
SAM
1491
Shamrock Asset Management
Texas
$540K -$21.5K -390 -4%
WC
1492
Weil Company
California
$537K +$210K +4,000 +64%
CWA
1493
Cypress Wealth Advisors
California
$536K +$48K +916 +10%
GLI
1494
Guardian Life Insurance
New York
$535K -$224K -4,269 -30%
HCA
1495
Harbour Capital Advisors
Virginia
$535K -$58.5K -1,116 -10%
AIM
1496
Arcadia Investment Management
Michigan
$535K +$59.3K +1,130 +12%
ZIG
1497
Zuckerman Investment Group
Illinois
$532K -$28K -535 -5%
MA
1498
MANA Advisors
New York
$530K +$530K +10,111 New
SWA
1499
Sutton Wealth Advisors
Florida
$529K +$19.3K +368 +4%
EGA
1500
E&G Advisors
Texas
$528K +$78.5K +1,500 +17%
58 59
60
61 62