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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 %
GCA
1601
Gideon Capital Advisors
New York
$401K +$401K +7,657 New
MTIM
1602
Marathon Trading Investment Management
Pennsylvania
$400K -$53.9K -1,027 -12%
SBSB
1603
Sullivan, Bruyette, Speros & Blaney
Virginia
$400K -$25.8K -493 -6%
Members Trust
1604
Members Trust
Florida
$400K +$11.8K +226 +3%
GEM
1605
Global Endowment Management
North Carolina
$399K -$3.09M -58,900 -89%
NQWM
1606
Northwest Quadrant Wealth Management
Oregon
$399K +$7.44K +142 +2%
OFW
1607
Omnia Family Wealth
Florida
$399K +$46.3K +882 +13%
MA
1608
MCF Advisors
Kentucky
$397K -$185K -3,530 -32%
LFR
1609
Lehman Financial Resources
Pennsylvania
$395K +$47.1K +900 +14%
OKSA
1610
O'Keefe Stevens Advisory
New York
$393K – – –
CRWM
1611
Castle Rock Wealth Management
California
$392K +$14.4K +275 +4%
DDPIC
1612
Deroy & Devereaux Private Investment Counsel
Michigan
$388K – – –
MHS
1613
M Holdings Securities
Oregon
$388K +$681 +13 +0.2%
CCA
1614
Catalyst Capital Advisors
New York
$388K +$388K +7,400 New
RA
1615
RFG Advisory
Alabama
$387K -$25.1K -479 -6%
BFPW
1616
BOK Financial Private Wealth
Colorado
$385K -$3.57K -68 -0.9%
PMFA
1617
Plante Moran Financial Advisors
Michigan
$384K -$90.8K -1,731 -19%
VCAM
1618
Van Cleef Asset Management
Ohio
$384K -$59K -1,125 -13%
RP
1619
Rice Partnership
Hawaii
$381K – – –
FPS
1620
Fieldpoint Private Securities
Connecticut
$380K -$210K -4,000 -36%
DHFB
1621
Dixon Hubard Feinour & Brown
Virginia
$380K +$1.31K +25 +0.3%
AWM
1622
Altium Wealth Management
New York
$380K +$104K +1,985 +38%
PLFAM
1623
Pineno Levin & Ford Asset Management
Virginia
$379K -$10.2K -194 -3%
MCM
1624
McRae Capital Management
New Jersey
$377K -$241K -4,602 -39%
WPW
1625
Waldron Private Wealth
Pennsylvania
$377K -$198K -3,793 -34%
63 64
65
66 67