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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 %
GBBWRPM
1526
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$461K -$24.3K -439 -5%
HHGA
1527
Halbert Hargrove Global Advisors
California
$460K +$10.8K +195 +2%
HK
1528
Horizon Kinetics
New York
$458K +$5.04K +91 +1%
LPT
1529
Legacy Private Trust
Wisconsin
$456K -$154K -2,785 -25%
KSA
1530
Ken Stern & Associates
California
$456K -$38.2K -689 -8%
I2I
1531
Insight 2811 Inc
Illinois
$454K +$4.88K +88 +1%
FPCP
1532
Fort Point Capital Partners
California
$453K -$466K -8,412 -51%
VCA
1533
Verdence Capital Advisors
Maryland
$450K -$80.3K -1,449 -15%
GSBTD
1534
Glenview State Bank Trust Department
Illinois
$449K -$44.3K -800 -9%
LPIC
1535
LeJeune Puetz Investment Counsel
Michigan
$447K – – –
RP
1536
Reinhart Partners
Wisconsin
$444K -$74.2K -1,340 -14%
WA
1537
WealthTrust Axiom
Pennsylvania
$444K -$47.6K -860 -10%
CWP
1538
Capital Wealth Planning
Florida
$444K – – –
PCMC
1539
Paragon Capital Management (Colorado)
Colorado
$444K +$9.98K +180 +2%
SIM
1540
SSI Investment Management
California
$443K -$78.5K -1,424 -15%
CA
1541
Calton & Associates
Florida
$442K -$1.24M -20,972 -74%
NQWM
1542
Northwest Quadrant Wealth Management
Oregon
$442K +$19.9K +359 +5%
ATFA
1543
All Terrain Financial Advisors
Minnesota
$440K +$83.4K +1,504 +23%
DDC
1544
DF Dent & Co
Maryland
$439K -$4.99K -90 -1%
GEM
1545
Global Endowment Management
North Carolina
$439K +$17.2K +310 +4%
GWS
1546
Glassman Wealth Services
Virginia
$438K +$3.27K +59 +0.8%
EF
1547
Empirical Finance
Pennsylvania
$437K -$128K -2,305 -23%
TF
1548
Tompkins Financial
New York
$437K -$55.5K -1,000 -11%
RWA
1549
River Wealth Advisors
Pennsylvania
$436K -$753K -13,568 -63%
LC
1550
LCNB Corp
Ohio
$435K -$221K -3,983 -34%
60 61
62
63 64