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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 %
FFIC
1701
First Fiduciary Investment Counsel
Ohio
$277K -$8.33K -150 -3%
SP
1702
Successful Portfolios
Florida
$274K -$17.9K -323 -6%
CTA
1703
Colonial Trust Advisors
South Carolina
$273K -$28.8K -519 -10%
CBTWT
1704
Community Bank & Trust (Waco, Texas)
Texas
$273K +$20.4K +368 +8%
SHWM
1705
Smith & Howard Wealth Management
Georgia
$273K +$35.8K +646 +15%
WP
1706
WealthShield Partners
North Carolina
$273K +$273K +9,078 New
RWM
1707
RKL Wealth Management
Pennsylvania
$272K -$13.8K -246 -5%
EWF
1708
Epstein & White Financial
California
$272K – – –
ADMI
1709
Albert D. Mason Inc
Massachusetts
$270K +$11.9K +215 +5%
RFA
1710
Reilly Financial Advisors
California
$269K -$33K -595 -11%
MPM
1711
Meritage Portfolio Management
Kansas
$267K +$16.6K +300 +7%
BWP
1712
BSW Wealth Partners
Colorado
$267K +$22.2K +401 +9%
TI
1713
Truepoint Inc
Ohio
$267K +$267K +4,822 New
SC
1714
Sovarnum Capital
New York
$266K -$665K -12,000 -71%
WCM
1715
Weatherstone Capital Management
Colorado
$266K -$13.5K -243 -5%
TIM
1716
Thompson Investment Management
Wisconsin
$266K – – –
BFA
1717
Benedict Financial Advisors
Georgia
$263K -$18.5K -333 -7%
NP
1718
NS Partners
United Kingdom
$263K – – –
WI
1719
Wedgewood Investors
Pennsylvania
$262K -$6.09K -110 -2%
Kayne Anderson Rudnick Investment Management
1720
Kayne Anderson Rudnick Investment Management
California
$262K – – –
IA
1721
Independence Advisors
Pennsylvania
$262K – – –
M
1722
MOTCO
Texas
$261K -$29.2K -525 -10%
GEA
1723
Glen Eagle Advisors
New Jersey
$260K -$211K -3,809 -45%
CCP
1724
Cardan Capital Partners
Colorado
$260K -$138K -2,481 -35%
PGWM
1725
Parisi Gray Wealth Management
New Jersey
$259K -$21.6K -386 -8%
67 68
69
70 71