WFC icon

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 %
MFBTD
1751
MB Financial Bank - Trust Department
Illinois
$263K -$20.5K -392 -7%
UAM
1752
UAS Asset Management
New York
$262K +$262K +5,000 New
KPF
1753
K2 Principal Fund
Ontario, Canada
$262K +$262K +5,000 New
PGWM
1754
Parisi Gray Wealth Management
New Jersey
$261K -$15.2K -293 -6%
PGA
1755
Premia Global Advisors
Florida
$260K – – –
PAG
1756
Pinnacle Advisory Group
Maryland
$259K +$23.3K +444 +10%
BFA
1757
Beaumont Financial Advisors
Massachusetts
$258K +$8.11K +155 +3%
PJSIMP
1758
P.J. Schmidt Investment Management (PJS)
Wisconsin
$257K -$2.36M -45,024 -90%
GMA
1759
Goldstein Munger & Associates
California
$257K – – –
EWF
1760
Epstein & White Financial
California
$257K – – –
DFIG
1761
Dragon Financial & Investment Group
California
$257K +$11.9K +227 +5%
CB
1762
Chemical Bank
Michigan
$257K +$27.5K +524 +12%
CT
1763
Clearstead Trust
Maine
$256K +$19K +362 +8%
SM
1764
Sciencast Management
New Jersey
$256K +$56.7K +1,120 +28%
CAGAS
1765
Capital Advisory Group Advisory Services
Minnesota
$256K +$256K +4,868 New
KI
1766
Koch Industries
Kansas
$256K +$256K +4,881 New
AF
1767
Aldebaran Financial
$254K -$31.5K -601 -11%
NGA
1768
Naples Global Advisors
Florida
$254K -$7.85K -150 -3%
WI
1769
Wedgewood Investors
Pennsylvania
$254K -$4.46K -85 -2%
FAM
1770
Flaharty Asset Management
Florida
$254K +$51 +1 +0%
PCP
1771
Proficio Capital Partners
Massachusetts
$252K -$38.6K -737 -13%
KFS
1772
Kurt F. Somerville
$252K -$2.63K -50 -1%
TIM
1773
Thompson Investment Management
Wisconsin
$252K – – –
CWM
1774
Chesapeake Wealth Management
Virginia
$252K +$252K +4,810 New
DW
1775
Domani Wealth
Pennsylvania
$251K – – –
69 70
71
72 73