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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 %
KSA
1551
Ken Stern & Associates
California
$467K -$5.29K -101 -1%
WA
1552
WealthTrust Axiom
Pennsylvania
$465K -$459K -8,762 -50%
TF
1553
Tompkins Financial
New York
$465K +$198K +3,789 +74%
OAM
1554
Occidental Asset Management
California
$464K -$15.7K -300 -3%
EIA
1555
Edgemoor Investment Advisors
Maryland
$462K -$234K -4,467 -34%
ERIM
1556
Eagle Ridge Investment Management
Connecticut
$462K -$61.8K -1,179 -12%
GBBWRPM
1557
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$459K +$459K +8,754 New
WAP
1558
Wealthcare Advisory Partners
Pennsylvania
$456K -$121K -2,307 -21%
CC
1559
Chicago Capital
Illinois
$453K +$453K +8,651 New
Marshall Wace
1560
Marshall Wace
United Kingdom
$451K +$451K +8,608 New
GEA
1561
Glen Eagle Advisors
New Jersey
$446K -$237K -4,524 -35%
CC
1562
Colrain Capital
Massachusetts
$445K – – –
GWCM
1563
Godshalk Welsh Capital Management
Pennsylvania
$445K +$7.85K +150 +2%
TCM
1564
Tributary Capital Management
Nebraska
$445K +$83.8K +1,600 +23%
MSAM
1565
Moloney Securities Asset Management
Missouri
$443K -$64.5K -1,230 -13%
BIA
1566
BHK Investment Advisors
Alabama
$442K +$44.7K +853 +11%
SIC
1567
Shoker Investment Counsel
Ohio
$439K +$18.2K +348 +4%
MIH
1568
Meitav Investment House
Israel
$438K +$44.9K +866 +11%
BFIC
1569
Bedell Frazier Investment Counselling
California
$437K -$26.1K -497 -6%
CC
1570
Cornerstone Capital
California
$435K – – –
JFGLC
1571
Johnson Financial Group LLC (Colorado)
Colorado
$433K -$50.3K -960 -10%
HK
1572
Horizon Kinetics
New York
$429K -$39.4K -751 -8%
LCS
1573
Levin Capital Strategies
New York
$426K – – –
Aristotle Capital Management
1574
Aristotle Capital Management
California
$425K – – –
HHGA
1575
Halbert Hargrove Global Advisors
California
$425K – – –
61 62
63
64 65