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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 %
OMC
1676
Old Mission Capital
Illinois
$300K +$300K +5,410 New
PO
1677
Private Ocean
California
$299K -$5.54K -100 -2%
KJWM
1678
Kiley Juergens Wealth Management
Washington
$299K +$55 +1 +0%
HFA
1679
Huber Financial Advisors
Illinois
$298K – – –
MSR
1680
Main Street Research
Connecticut
$297K +$297K +5,356 New
FAG
1681
Financial Advisory Group
Texas
$295K – – –
AAM
1682
AR Asset Management
California
$294K – – –
ECM
1683
Ensemble Capital Management
California
$294K +$294K +5,300 New
BFC
1684
Bedel Financial Consulting
Indiana
$293K -$4.65K -84 -2%
BKA
1685
Brick & Kyle Associates
Pennsylvania
$293K – – –
HIC
1686
Harvey Investment Company
Kentucky
$291K -$5.55K -100 -2%
FDS
1687
First Dallas Securities
Texas
$290K -$19.7K -355 -6%
SC
1688
Schulhoff & Co
Ohio
$289K +$55 +1 +0%
LA
1689
LexAurum Advisors
Kansas
$288K +$36.8K +664 +15%
CWM
1690
Cabot Wealth Management
Massachusetts
$287K +$27.7K +500 +11%
CIA
1691
CCM Investment Advisers
South Carolina
$286K -$3.28M -59,244 -92%
AF
1692
Affiance Financial
Minnesota
$285K -$13.8K -249 -5%
MWM
1693
Merriman Wealth Management
Washington
$283K -$26.7K -482 -9%
SFP
1694
Shepherd Financial Partners
Massachusetts
$282K -$24K -429 -8%
CYG
1695
Clean Yield Group
Vermont
$282K -$21.6K -389 -7%
NERM
1696
New England Research & Management
Illinois
$281K -$1.71M -30,938 -86%
SFSIG
1697
San Francisco Sentry Investment Group
California
$281K -$1.14M -20,549 -80%
PCFFS
1698
Pacific Center for Financial Services
California
$280K +$55 +1 +0%
PL
1699
Parthenon LLC
Kentucky
$279K +$50.9K +918 +22%
FFC
1700
First Financial Corp
Indiana
$278K -$604K -10,893 -68%
66 67
68
69 70