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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 %
PIA
1651
Peachtree Investment Advisors
Georgia
$353K – – –
KP
1652
Keel Point
Alabama
$352K -$5.25K -100 -1%
EWM
1653
Evermay Wealth Management
Virginia
$352K +$126K +2,411 +56%
WIA
1654
Westbourne Investment Advisors
Maryland
$350K -$78.6K -1,500 -18%
OWIM
1655
Old West Investment Management
California
$347K +$347K +6,637 New
NWS
1656
Newport Wealth Strategies
California
$346K +$314 +6 +0.1%
TCB
1657
Texas Capital Bancshares
Texas
$343K +$6.97K +133 +2%
KWMG
1658
King Wealth Management Group
Florida
$342K -$22.2K -424 -6%
CC
1659
Cedar Capital
Illinois
$342K -$5.62K -107 -2%
WAS
1660
WESPAC Advisors SoCal
California
$342K +$23.4K +447 +7%
BCA
1661
Berman Capital Advisors
Georgia
$341K +$121K +2,307 +55%
WWM
1662
Willingdon Wealth Management
North Carolina
$338K +$10.6K +202 +3%
NEPWA
1663
New England Private Wealth Advisors
Massachusetts
$338K +$22.4K +430 +7%
ATFA
1664
All Terrain Financial Advisors
Minnesota
$337K -$77.9K -1,487 -19%
PHS
1665
Pekin Hardy Strauss
Illinois
$336K -$65.5K -1,250 -16%
DMC
1666
Drexel Morgan & Co
Pennsylvania
$333K -$93.4K -1,780 -22%
CP
1667
Castleview Partners
Texas
$333K +$333K +6,345 New
SC
1668
Slow Capital
California
$332K -$378K -7,215 -53%
OCM
1669
Orser Capital Management
Texas
$332K -$147K -2,781 -31%
LC
1670
Lincoln Capital
Nebraska
$331K +$2.67K +51 +0.8%
MC
1671
Miles Capital
Iowa
$330K +$142K +2,704 +75%
FCFC
1672
First Commonwealth Financial Corp
Pennsylvania
$328K +$9.28K +177 +3%
SDJVC
1673
St. Denis J. Villere & Co
Louisiana
$326K -$26.2K -500 -7%
BWA
1674
Burt Wealth Advisors
Maryland
$325K – – –
CCP
1675
Clarkston Capital Partners
Michigan
$322K – – –
65 66
67
68 69