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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 %
WCM
1551
Wallace Capital Management
Texas
$435K – – –
ACM
1552
AUA Capital Management
Pennsylvania
$435K – – –
BA
1553
Birinyi Associates
Connecticut
$430K -$402K -7,250 -48%
PL
1554
Plancorp LLC
Missouri
$430K – – –
AHC
1555
Adell Harriman & Carpenter
Texas
$429K -$124K -2,234 -22%
BIM
1556
Barton Investment Management
Pennsylvania
$429K – – –
CTI
1557
Community Trust & Investment
Kentucky
$428K +$49.5K +894 +13%
PHAM
1558
Palisades Hudson Asset Management
Florida
$425K – – –
LFA
1559
Legacy Financial Advisors
Kentucky
$423K -$19K -343 -4%
CIAS
1560
Capital Investment Advisory Services
North Carolina
$423K +$46.8K +843 +12%
NL
1561
NWAM LLC
Washington
$420K -$17K -306 -4%
AB
1562
AT Bancorp
Iowa
$419K -$26.4K -476 -6%
CG
1563
Clinton Group
New York
$418K +$418K +7,541 New
GC
1564
Gratus Capital
Georgia
$418K -$16.7K -301 -4%
LFR
1565
Lehman Financial Resources
Pennsylvania
$418K – – –
CAG
1566
Csenge Advisory Group
Florida
$417K -$24.8K -447 -6%
GFP
1567
Gryphon Financial Partners
Ohio
$412K -$14.3K -258 -3%
WAAG
1568
Wealth Alliance Advisory Group
Kansas
$412K +$412K +7,436 New
MPMG
1569
Minneapolis Portfolio Management Group
Minnesota
$409K +$21.2K +383 +5%
CC
1570
Cedar Capital
Illinois
$409K +$48K +867 +13%
LCS
1571
Levin Capital Strategies
New York
$408K -$43.1K -777 -10%
AGA
1572
Accuvest Global Advisors
Utah
$408K +$403K +7,262 +7,410%
VCAM
1573
Van Cleef Asset Management
Ohio
$406K – – –
SBSB
1574
Sullivan, Bruyette, Speros & Blaney
Virginia
$405K -$18.5K -334 -4%
WIP
1575
Wellesley Investment Partners
Massachusetts
$403K +$3.55K +64 +0.9%
61 62
63
64 65