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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 %
VST
1501
Van Strum & Towne
California
$497K – – –
TCOO
1502
Trust Company of Oklahoma
Oklahoma
$496K – – –
IHL
1503
Investment House LLC
California
$489K +$114K +2,055 +30%
RFM
1504
Royal Fund Management
Florida
$488K -$15.6K -281 -3%
EIA
1505
Edgemoor Investment Advisors
Maryland
$488K – – –
GWCM
1506
Godshalk Welsh Capital Management
Pennsylvania
$488K +$16.6K +300 +4%
MJP
1507
Michael J. Puzo
$485K -$13.9K -250 -3%
FHC
1508
First Heartland Consultants
Missouri
$484K -$31.9K -575 -6%
LWM
1509
Lyell Wealth Management
California
$482K +$85.6K +1,545 +22%
OAM
1510
Occidental Asset Management
California
$481K -$9.99K -180 -2%
WAP
1511
Wealthcare Advisory Partners
Pennsylvania
$481K -$1.28K -23 -0.3%
FWP
1512
FAS Wealth Partners
Kansas
$480K +$163K +2,937 +51%
MFW
1513
Mosaic Family Wealth
Missouri
$476K -$30.5K -549 -6%
CWM
1514
Chesapeake Wealth Management
Virginia
$475K +$208K +3,759 +78%
BW
1515
Bison Wealth
Georgia
$473K -$159K -2,869 -25%
CWM
1516
Cahaba Wealth Management
Georgia
$473K +$14.6K +259 +3%
RP
1517
Rice Partnership
Hawaii
$472K +$69.5K +1,254 +17%
QAM
1518
QCI Asset Management
New York
$471K -$941K -16,976 -67%
TCM
1519
Tributary Capital Management
Nebraska
$471K – – –
CC
1520
Colrain Capital
Massachusetts
$471K – – –
IGGA
1521
Iron Gate Global Advisors
Utah
$467K -$274K -4,938 -37%
MCM
1522
Manchester Capital Management
Vermont
$466K +$392K +7,062 +529%
CCT
1523
Chemung Canal Trust
New York
$464K -$67.1K -1,211 -13%
SWK
1524
Stephen W. Kidder
$463K -$38.8K -700 -8%
IOOF
1525
Independent Order of Foresters
Ontario, Canada
$462K +$78.2K +1,410 +20%
59 60
61
62 63