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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 %
WIP
1626
Wellesley Investment Partners
Massachusetts
$377K +$44.5K +850 +13%
CCP
1627
Cardan Capital Partners
Colorado
$376K +$376K +7,171 New
CCM
1628
Compass Capital Management
Minnesota
$375K -$88.7K -1,695 -19%
LWM
1629
Lyell Wealth Management
California
$375K -$39K -745 -9%
SAA
1630
Southeast Asset Advisors
Georgia
$369K – – –
AW
1631
Alpha Windward
Massachusetts
$369K +$1.1K +21 +0.3%
CCM
1632
Cribstone Capital Management
Maine
$367K +$12.1K +230 +3%
MPMG
1633
Minneapolis Portfolio Management Group
Minnesota
$367K +$367K +7,000 New
SAM
1634
SignalPoint Asset Management
Missouri
$364K -$176K -3,357 -33%
IOOF
1635
Independent Order of Foresters
Ontario, Canada
$363K -$7.87K -150 -2%
THWM
1636
Taylor Hoffman Wealth Management
Virginia
$363K +$3.09K +59 +0.9%
BMC
1637
Benin Management Corp
Connecticut
$361K +$1.31K +25 +0.4%
CNB
1638
Camden National Bank
Maine
$360K -$13.6K -259 -4%
SWM
1639
Segment Wealth Management
Texas
$359K -$53.3K -1,016 -13%
RIG
1640
Renaissance Investment Group
Massachusetts
$359K -$40.6K -775 -10%
HS
1641
Huntington Steele
Pennsylvania
$359K -$11K -210 -3%
LRPA
1642
L. Roy Papp & Associates
Arizona
$359K +$577 +11 +0.2%
CTI
1643
Community Trust & Investment
Kentucky
$357K -$7.76M -148,511 -96%
BI
1644
Ballast Inc
Kentucky
$357K +$9.43K +180 +3%
BFG
1645
Bouchey Financial Group
New York
$356K -$8.18K -156 -2%
SWM
1646
Stockman Wealth Management
Montana
$355K -$13.1K -250 -4%
IHL
1647
Investment House LLC
California
$355K -$6.4K -122 -2%
JGIA
1648
Jackson Grant Investment Advisers
Connecticut
$355K +$20.6K +393 +6%
CIAS
1649
Capital Investment Advisory Services
North Carolina
$355K +$355K +6,780 New
RP
1650
Riverbridge Partners
Minnesota
$353K -$7.87K -150 -2%
64 65
66
67 68