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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 %
BFC
1726
Bedel Financial Consulting
Indiana
$282K +$472 +9 +0.2%
IWP
1727
Icon Wealth Partners
Texas
$281K -$158K -3,029 -36%
HIC
1728
Harvey Investment Company
Kentucky
$280K -$24.6K -470 -8%
RGIA
1729
Rainier Group Investment Advisory
Washington
$280K +$280K +5,341 New
FAG
1730
Financial Advisory Group
Texas
$279K -$13.8K -263 -5%
WPIC
1731
White Pine Investment Company
Michigan
$279K -$7.92K -151 -3%
AAM
1732
AR Asset Management
California
$278K – – –
CA
1733
Callahan Advisors
Texas
$277K -$78.4K -1,499 -22%
BKA
1734
Brick & Kyle Associates
Pennsylvania
$277K +$21K +400 +8%
SP
1735
Successful Portfolios
Florida
$276K +$13K +248 +5%
SIC
1736
Sigma Investment Counselors
Michigan
$275K -$20.6K -393 -7%
M
1737
MOTCO
Texas
$274K +$272K +5,180 +11,511%
SC
1738
Schulhoff & Co
Ohio
$273K +$104 +2 +0%
WWM
1739
Wagner Wealth Management
South Carolina
$273K +$105 +2 +0%
IP
1740
Investment Partners
Ohio
$273K +$53.8K +1,028 +25%
AL
1741
AJO LP
Pennsylvania
$271K -$21.5K -411 -7%
AAS
1742
Annex Advisory Services
Wisconsin
$271K -$19.1K -364 -7%
WC
1743
Wexford Capital
Florida
$270K +$270K +5,152 New
IIC
1744
Integrated Investment Consultants
Michigan
$270K +$270K +5,157 New
FFIC
1745
First Fiduciary Investment Counsel
Ohio
$269K -$15.3M -292,579 -98%
RWM
1746
RKL Wealth Management
Pennsylvania
$267K +$7.54K +144 +3%
PW
1747
Price Wealth
Texas
$267K +$192K +3,680 +257%
BFA
1748
Benedict Financial Advisors
Georgia
$266K -$12.6K -241 -5%
PCFFS
1749
Pacific Center for Financial Services
California
$265K +$105 +2 +0%
WCM
1750
Weatherstone Capital Management
Colorado
$264K +$28.6K +546 +12%
68 69
70
71 72