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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 %
I2I
1576
Insight 2811 Inc
Illinois
$424K +$25.7K +490 +6%
LPIC
1577
LeJeune Puetz Investment Counsel
Michigan
$422K -$13.1K -250 -3%
AB
1578
AT Bancorp
Iowa
$422K +$22.8K +435 +6%
DP
1579
Dearborn Partners
Illinois
$421K -$83.7K -1,597 -17%
DDC
1580
DF Dent & Co
Maryland
$420K -$60.9K -1,161 -13%
JSL
1581
JT Stratford LLC
Georgia
$420K +$212K +4,055 +102%
LFA
1582
Legacy Financial Advisors
Kentucky
$419K +$211K +4,013 +101%
CWP
1583
Capital Wealth Planning
Florida
$419K +$419K +8,000 New
CWM
1584
Cahaba Wealth Management
Georgia
$418K -$36K -701 -8%
CAG
1585
Csenge Advisory Group
Florida
$418K +$70.1K +1,338 +20%
SCM
1586
Snow Capital Management
Pennsylvania
$418K +$97.2K +1,856 +30%
NL
1587
NWAM LLC
Washington
$413K -$89.4K -1,705 -18%
AA
1588
Apriem Advisors
California
$412K -$74.3K -1,417 -15%
ARMC
1589
American Research & Management Company
Massachusetts
$411K -$20.9K -400 -5%
ACM
1590
AUA Capital Management
Pennsylvania
$411K -$19.2K -366 -4%
WCM
1591
Wallace Capital Management
Texas
$411K -$11.3K -216 -3%
GWS
1592
Glassman Wealth Services
Virginia
$411K +$14.2K +271 +4%
GC
1593
Gratus Capital
Georgia
$411K +$26.2K +500 +7%
PCMC
1594
Paragon Capital Management (Colorado)
Colorado
$410K +$410K +7,827 New
FIM
1595
Freedom Investment Management
Connecticut
$408K -$111K -2,122 -21%
PL
1596
Plancorp LLC
Missouri
$407K -$24K -456 -6%
BIM
1597
Barton Investment Management
Pennsylvania
$406K -$35.4K -675 -8%
GFP
1598
Gryphon Financial Partners
Ohio
$403K -$10.6K -202 -3%
PHAM
1599
Palisades Hudson Asset Management
Florida
$402K – – –
STMM
1600
South Texas Money Management
Texas
$402K +$140K +2,670 +53%
62 63
64
65 66