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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 %
CVM
1676
Cheviot Value Management
California
$320K -$11.4K -217 -3%
HW
1677
Hancock Whitney
Mississippi
$318K -$65.3K -1,243 -17%
AssetMark Inc
1678
AssetMark Inc
California
$315K -$194K -3,698 -38%
CGL
1679
Clarius Group LLC
Washington
$315K +$2.15K +41 +0.7%
BMM
1680
Buffington Mohr McNeal
Idaho
$314K – – –
PWP
1681
Private Wealth Partners
California
$314K – – –
CCFCSB
1682
Cape Cod Five Cents Savings Bank
Massachusetts
$313K – – –
SXL
1683
Summit X LLC
Missouri
$313K +$1.68K +32 +0.5%
XSC
1684
X-Square Capital
Puerto Rico
$312K +$66.3K +1,267 +27%
QPWM
1685
Quadrant Private Wealth Management
Pennsylvania
$311K +$8.97K +171 +3%
BC
1686
Barnett & Company
Tennessee
$309K -$18.3K -350 -6%
JWBC
1687
J.W. Burns & Co
New York
$309K – – –
FNBOH
1688
First National Bank of Hutchinson
Kansas
$308K – – –
CHAM
1689
Clear Harbor Asset Management
Connecticut
$308K +$20K +382 +7%
RPAM
1690
Rhenman & Partners Asset Management
Sweden
$307K -$93.1K -1,777 -23%
CAM
1691
Congress Asset Management
Massachusetts
$306K -$18.3K -350 -6%
VAM
1692
Verity Asset Management
North Carolina
$305K -$33.8K -645 -10%
AAM
1693
Aureus Asset Management
Massachusetts
$305K -$21.7K -414 -7%
SNBOSD
1694
Security National Bank of So Dak
Iowa
$304K -$51.5K -983 -14%
FCAG
1695
First Capital Advisors Group
New Jersey
$304K -$2.57K -49 -0.8%
VA
1696
Valmark Advisers
Ohio
$304K +$25.8K +492 +9%
IWC
1697
Integrated Wealth Concepts
Massachusetts
$303K +$39.2K +762 +15%
CF
1698
Copperwynd Financial
Arizona
$301K -$7.96K -152 -3%
FWP
1699
FAS Wealth Partners
Kansas
$300K -$62.1K -1,185 -17%
EDRIA
1700
Edmonds Duncan Registered Investment Advisors
Kansas
$300K – – –
66 67
68
69 70