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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 %
DFIG
1726
Dragon Financial & Investment Group
California
$258K -$14.2K -256 -5%
AW
1727
Alpha Windward
Massachusetts
$257K -$133K -2,399 -34%
ACM
1728
AlphaStar Capital Management
North Carolina
$257K +$257K +4,629 New
BCM
1729
Bayesian Capital Management
New York
$255K -$455K -8,211 -64%
BFC
1730
Blue Fin Capital
Rhode Island
$255K +$14.7K +267 +6%
ECM
1731
Element Capital Management
New York
$254K -$30.4M -548,413 -99%
HCM
1732
HMS Capital Management
Tennessee
$254K +$254K +4,580 New
FLPIM
1733
F.L. Putnam Investment Management
Massachusetts
$251K -$56.6K -1,022 -18%
SFI
1734
SPC Financial Inc
Maryland
$250K -$58K -1,044 -19%
MFBTD
1735
MB Financial Bank - Trust Department
Illinois
$250K -$27.8K -503 -10%
LC
1736
Loews Corp
New York
$250K – – –
HPWM
1737
Highland Private Wealth Management
Washington
$250K +$250K +4,512 New
BFIM
1738
Beese Fulmer Investment Management
Ohio
$249K – – –
RW
1739
REDW Wealth
New Mexico
$249K +$249K +4,500 New
GAMC
1740
Garner Asset Management Corp
Texas
$248K – – –
DP
1741
Dearborn Partners
Illinois
$247K -$198K -3,569 -44%
WCWM
1742
Willow Creek Wealth Management
California
$246K -$632K -11,383 -72%
TC
1743
Trust Company
Kansas
$245K -$981K -17,731 -80%
GMA
1744
Goldstein Munger & Associates
California
$244K -$27.7K -500 -10%
CFG
1745
CKW Financial Group
Hawaii
$242K +$2.22K +40 +0.9%
CA
1746
Callahan Advisors
Texas
$241K -$52.9K -952 -18%
AIM
1747
Advantage Investment Management
Iowa
$240K -$778K -13,996 -76%
HI
1748
Hendershot Investments
Virginia
$240K – – –
BC
1749
Barnett & Company
Tennessee
$239K -$87.5K -1,580 -27%
AAS
1750
Annex Advisory Services
Wisconsin
$237K -$49.3K -890 -17%
68 69
70
71 72