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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 %
BRM
1701
Boston Research & Management
Massachusetts
$298K -$2.52M -48,324 -89%
HL
1702
HeadInvest LLC
Maine
$298K -$15.7K -300 -5%
MWM
1703
Merriman Wealth Management
Washington
$293K -$8.44K -161 -3%
HFP
1704
Holistic Financial Partners
Indiana
$292K -$1.15K -22 -0.4%
NB
1705
Northwest Bancshares
Pennsylvania
$292K – – –
SFI
1706
SPC Financial Inc
Maryland
$291K – – –
FLPIM
1707
F.L. Putnam Investment Management
Massachusetts
$291K +$12K +229 +4%
SIG
1708
Sky Investment Group
Connecticut
$290K – – –
AWA
1709
Alaska Wealth Advisors
Alaska
$289K +$1.99K +38 +0.7%
UWPG
1710
Ullmann Wealth Partners Group
Florida
$288K -$36.6K -700 -11%
CCC
1711
Chelsea Counsel Company
California
$288K -$26.2K -500 -8%
SC
1712
Saybrook Capital
North Carolina
$288K – – –
FDS
1713
First Dallas Securities
Texas
$288K +$18.3K +355 +7%
SFP
1714
Shepherd Financial Partners
Massachusetts
$288K +$110K +2,087 +62%
CYG
1715
Clean Yield Group
Vermont
$287K -$12.2K -232 -4%
MSS
1716
Mitchell Sinkler & Starr
Pennsylvania
$287K +$40.1K +765 +16%
PO
1717
Private Ocean
California
$287K +$214K +4,103 +295%
SMFG
1718
Sumitomo Mitsui Financial Group
Japan
$286K +$286K +5,450 New
CTA
1719
Colonial Trust Advisors
South Carolina
$285K -$213K -4,073 -43%
GAG
1720
GM Advisory Group
New York
$285K -$89.1K -1,700 -24%
RFA
1721
Reilly Financial Advisors
California
$285K +$2.15K +41 +0.8%
KJWM
1722
Kiley Juergens Wealth Management
Washington
$283K +$1.52K +29 +0.5%
BMCM
1723
Bryn Mawr Capital Management
Pennsylvania
$283K +$1.78K +34 +0.6%
AF
1724
Affiance Financial
Minnesota
$282K -$56.3K -1,075 -17%
HFA
1725
Huber Financial Advisors
Illinois
$282K -$32.9K -628 -10%
67 68
69
70 71