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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 %
CBA
1501
Coastal Bridge Advisors
Connecticut
$526K – – –
VHAM
1502
Van Hulzen Asset Management
California
$525K -$2.33M -44,500 -82%
RC
1503
RBF Capital
California
$524K – – –
AHC
1504
Adell Harriman & Carpenter
Texas
$523K -$81.5K -1,555 -13%
GI
1505
Glovista Investments
New Jersey
$522K -$293K -5,590 -36%
PAM
1506
PVG Asset Management
Colorado
$519K -$808K -15,414 -61%
WDL
1507
Well Done LLC
Michigan
$519K -$3.62K -69 -0.7%
BWM
1508
BigSur Wealth Management
Florida
$519K +$21K +400 +4%
WI
1509
Wintrust Investments
Illinois
$516K -$741K -14,138 -59%
IIA
1510
IPG Investment Advisors
California
$512K +$77K +1,469 +18%
HCM
1511
Hollencrest Capital Management
California
$512K -$444K -8,465 -46%
FWCM
1512
First Western Capital Management
California
$511K -$114K -2,178 -18%
CAW
1513
Cornerstone Advisors (Washington)
Washington
$511K -$576 -11 -0.1%
BCA
1514
Bray Capital Advisors
Florida
$507K +$38.6K +737 +8%
AC
1515
Avestar Capital
New York
$503K +$250K +4,844 +98%
CCT
1516
Chemung Canal Trust
New York
$502K -$351K -6,693 -41%
VCA
1517
Verdence Capital Advisors
Maryland
$502K -$285K -5,430 -36%
SIM
1518
SSI Investment Management
California
$497K -$7.35K -140 -1%
HCM
1519
Howland Capital Management
Massachusetts
$495K -$1.6M -30,446 -76%
PA
1520
Probity Advisors
Texas
$495K +$21K +401 +4%
SCM
1521
Stonebridge Capital Management
California
$494K -$17.8K -350 -3%
AFC
1522
AFT Forsyth & Company
Florida
$493K -$101K -1,925 -17%
HA
1523
Halsey Associates
Connecticut
$493K -$5.24K -100 -1%
EF
1524
Empirical Finance
Pennsylvania
$493K +$493K +10,196 New
CCM
1525
Canal Capital Management
Virginia
$492K -$28.3K -540 -5%
59 60
61
62 63