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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 %
WA
1526
Wealth Architects
California
$492K -$7.02K -134 -1%
CAM
1527
Claret Asset Management
Quebec, Canada
$491K -$590K -11,260 -55%
SMC
1528
Smith, Moore & Co
Missouri
$491K +$5.14K +98 +1%
FAT
1529
First American Trust
California
$490K -$27.2K -520 -5%
RP
1530
Reinhart Partners
Wisconsin
$490K -$8.64K -165 -2%
FHC
1531
First Heartland Consultants
Missouri
$487K +$53.8K +1,027 +12%
SFM
1532
Systematic Financial Management
New Jersey
$485K – – –
CWM
1533
Confluence Wealth Management
Oregon
$484K -$529K -10,099 -52%
WWM
1534
Windsor Wealth Management
Indiana
$480K -$284K -5,412 -37%
MFW
1535
Mosaic Family Wealth
Missouri
$479K -$15.5K -296 -3%
TSW
1536
Thompson Siegel & Walmsley
Virginia
$479K -$15.3K -292 -3%
JCM
1537
Janney Capital Management
Pennsylvania
$479K -$5.14K -98 -1%
SSG
1538
Summit Securities Group
New York
$477K -$5.74M -109,600 -92%
TIA
1539
Tiemann Investment Advisors
California
$477K -$149K -2,853 -24%
RFM
1540
Royal Fund Management
Florida
$476K -$3.72K -71 -0.8%
SWK
1541
Stephen W. Kidder
$474K -$41.9K -800 -8%
FIM
1542
Fruth Investment Management
Texas
$473K -$10.5K -200 -2%
IC
1543
InterOcean Capital
Illinois
$472K -$261K -4,985 -36%
MJP
1544
Michael J. Puzo
$472K -$52.4K -1,000 -10%
WHRC
1545
W.H. Reaves & Co
New Jersey
$472K – – –
WA
1546
WBH Advisory
Maryland
$471K +$52 +1 +0%
VST
1547
Van Strum & Towne
California
$470K -$31.5K -600 -6%
TCOO
1548
Trust Company of Oklahoma
Oklahoma
$469K +$25.6K +488 +6%
SFG
1549
SNS Financial Group
Minnesota
$467K -$54.8K -1,046 -11%
GSBTD
1550
Glenview State Bank Trust Department
Illinois
$467K -$32.8K -625 -7%
60 61
62
63 64