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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 %
FPS
1576
Fieldpoint Private Securities
Connecticut
$402K – – –
WPW
1577
Waldron Private Wealth
Pennsylvania
$400K +$554 +10 +0.1%
SWM
1578
Segment Wealth Management
Texas
$400K +$21.2K +383 +6%
MCM
1579
McRae Capital Management
New Jersey
$399K – – –
CA
1580
Crewe Advisors
Utah
$399K +$206K +3,808 +106%
MSAM
1581
Moloney Securities Asset Management
Missouri
$398K -$71.1K -1,281 -15%
BI
1582
Ballast Inc
Kentucky
$397K +$19.1K +344 +5%
ARMC
1583
American Research & Management Company
Massachusetts
$396K -$38.8K -700 -9%
DDPIC
1584
Deroy & Devereaux Private Investment Counsel
Michigan
$394K -$16.6K -300 -4%
BCA
1585
Berman Capital Advisors
Georgia
$392K +$31.3K +566 +9%
GFPC
1586
Global Financial Private Capital
Florida
$390K -$494K -8,906 -56%
SAA
1587
Southeast Asset Advisors
Georgia
$390K – – –
SWM
1588
Stockman Wealth Management
Montana
$390K +$14.4K +260 +4%
JWM
1589
JGP Wealth Management
Oregon
$389K +$389K +7,016 New
SAM
1590
SignalPoint Asset Management
Missouri
$387K +$2.05K +37 +0.5%
OFW
1591
Omnia Family Wealth
Florida
$385K -$36.3K -656 -9%
THWM
1592
Taylor Hoffman Wealth Management
Virginia
$384K – – –
TC
1593
TradeLink Capital
Illinois
$383K +$383K +6,900 New
BMC
1594
Benin Management Corp
Connecticut
$382K – – –
SNBOSCI
1595
Security National Bank of Sioux City Iowa
Iowa
$382K +$382K +6,885 New
RIG
1596
Renaissance Investment Group
Massachusetts
$380K – – –
LRPA
1597
L. Roy Papp & Associates
Arizona
$380K +$610 +11 +0.2%
BFG
1598
Bouchey Financial Group
New York
$377K – – –
FRM
1599
Fox Run Management
Connecticut
$377K +$377K +6,798 New
PHK
1600
Point72 Hong Kong
Hong Kong
$376K +$376K +6,782 New
62 63
64
65 66