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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 %
LCM
1626
Landscape Capital Management
New Jersey
$346K +$346K +6,243 New
BWA
1627
Burt Wealth Advisors
Maryland
$343K – – –
DHFB
1628
Dixon Hubard Feinour & Brown
Virginia
$342K -$59.9K -1,082 -15%
CCP
1629
Clarkston Capital Partners
Michigan
$341K – – –
PW
1630
Price Wealth
Texas
$341K +$57.6K +1,038 +20%
CVM
1631
Cheviot Value Management
California
$338K -$611 -11 -0.2%
STMM
1632
South Texas Money Management
Texas
$337K -$88.8K -1,600 -21%
FIA
1633
Foundations Investment Advisors
Arizona
$337K +$337K +6,073 New
JGIA
1634
Jackson Grant Investment Advisers
Connecticut
$336K -$39.9K -720 -11%
IWC
1635
Integrated Wealth Concepts
Massachusetts
$333K +$733 +13 +0.2%
SXL
1636
Summit X LLC
Missouri
$333K +$3.93K +71 +1%
PWP
1637
Private Wealth Partners
California
$332K – – –
XSC
1638
X-Square Capital
Puerto Rico
$332K +$1.88K +34 +0.6%
CCFCSB
1639
Cape Cod Five Cents Savings Bank
Massachusetts
$331K – – –
FCFC
1640
First Commonwealth Financial Corp
Pennsylvania
$329K -$18.1K -327 -5%
DMC
1641
Drexel Morgan & Co
Pennsylvania
$328K -$24.1K -435 -7%
QPWM
1642
Quadrant Private Wealth Management
Pennsylvania
$328K -$1.11K -20 -0.3%
BI
1643
Boulegeris Investments
Georgia
$327K -$327K -5,900 -50%
BMM
1644
Buffington Mohr McNeal
Idaho
$326K -$5.26K -95 -2%
FNBOH
1645
First National Bank of Hutchinson
Kansas
$326K – – –
RPAM
1646
Rhenman & Partners Asset Management
Sweden
$325K – – –
VWA
1647
V Wealth Advisors
Kansas
$325K +$71.1K +1,258 +28%
AA
1648
Apriem Advisors
California
$324K -$111K -2,008 -26%
PMFA
1649
Plante Moran Financial Advisors
Michigan
$324K -$81.8K -1,476 -20%
CAM
1650
Congress Asset Management
Massachusetts
$324K – – –
64 65
66
67 68