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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 %
EGA
1476
E&G Advisors
Texas
$526K -$33.3K -600 -6%
BAAM
1477
Baker Avenue Asset Management
California
$524K -$60.4K -1,089 -10%
HCA
1478
Harbour Capital Advisors
Virginia
$524K -$50.9K -903 -9%
SFG
1479
SNS Financial Group
Minnesota
$524K +$30.6K +553 +6%
LG
1480
LaFleur & Godfrey
Michigan
$523K +$523K +9,425 New
AFC
1481
AFT Forsyth & Company
Florida
$522K – – –
CCM
1482
Canal Capital Management
Virginia
$521K +$333 +6 +0.1%
CAM
1483
Claret Asset Management
Quebec, Canada
$518K -$609 -11 -0.1%
WA
1484
WBH Advisory
Maryland
$517K +$18.2K +329 +4%
MHS
1485
M Holdings Securities
Oregon
$516K +$105K +1,891 +26%
SC
1486
SRB Corp
Massachusetts
$515K +$319K +5,742 +162%
TIA
1487
Tiemann Investment Advisors
California
$514K +$8.44K +152 +2%
SFM
1488
Systematic Financial Management
New Jersey
$513K – – –
BIA
1489
BHK Investment Advisors
Alabama
$513K +$45.9K +829 +10%
KA
1490
Kovack Advisors
Florida
$511K -$152K -2,751 -23%
DWM
1491
Dakota Wealth Management
Florida
$507K +$507K +9,139 New
IIC
1492
Ironwood Investment Counsel
Arizona
$506K -$144K -2,595 -22%
CWM
1493
Confluence Wealth Management
Oregon
$505K -$7.82K -141 -2%
JCM
1494
Janney Capital Management
Pennsylvania
$505K -$2.22K -40 -0.4%
ERIM
1495
Eagle Ridge Investment Management
Connecticut
$505K +$16.3K +295 +3%
WI
1496
Wintrust Investments
Illinois
$503K -$42.7K -770 -8%
WHRC
1497
W.H. Reaves & Co
New Jersey
$499K – – –
FIM
1498
Fruth Investment Management
Texas
$498K -$2.77K -50 -0.6%
KTC
1499
Kistler-Tiffany Companies
Pennsylvania
$497K -$144K -2,589 -22%
TSW
1500
Thompson Siegel & Walmsley
Virginia
$497K -$9.76K -176 -2%
58 59
60
61 62