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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 %
BFA
1751
Beaumont Financial Advisors
Massachusetts
$237K -$36K -651 -13%
CAN
1752
Claraphi Advisory Network
United States
$237K -$28.5K -514 -11%
WPIC
1753
White Pine Investment Company
Michigan
$236K -$58.8K -1,060 -20%
TAM
1754
Trillium Asset Management
Massachusetts
$235K -$16.4K -296 -7%
OA
1755
Opes Advisors
California
$235K +$235K +4,234 New
CT
1756
Clearstead Trust
Maine
$234K -$36.1K -652 -13%
BW
1757
Biegel & Waller
Maryland
$233K -$27.7K -500 -11%
HI
1758
Harrington Investments
California
$233K – – –
WSCM
1759
Wellington Shields Capital Management
New York
$233K – – –
AF
1760
Aldebaran Financial
$232K -$36.5K -658 -14%
BCM
1761
Breiter Capital Management
Florida
$232K +$232K +4,186 New
WA
1762
WealthTrust-Arizona
Arizona
$231K -$3.27K -59 -1%
FC
1763
FCA Corp
Texas
$231K – – –
EFSCE
1764
Enterprise Financial Services Corp (EFSC)
Missouri
$230K -$7.95K -143 -3%
PP
1765
Pegasus Partners
Wisconsin
$228K -$13K -234 -5%
PCA
1766
Peddock Capital Advisors
Massachusetts
$228K – – –
SIAS
1767
Shine Investment Advisory Services
Colorado
$227K +$444 +8 +0.2%
KM
1768
Kalos Management
Georgia
$227K +$227K +4,154 New
CG
1769
Corundum Group
Colorado
$226K +$4.66K +84 +2%
LFS
1770
Legacy Financial Strategies
Kansas
$225K +$4.65K +84 +2%
PLFAM
1771
Pineno Levin & Ford Asset Management
Virginia
$224K -$178K -3,200 -44%
GAB
1772
German American Bancorp
Indiana
$224K +$224K +4,050 New
MSS
1773
Mitchell Sinkler & Starr
Pennsylvania
$222K -$81.9K -1,475 -27%
CIM
1774
Confluence Investment Management
Missouri
$222K – – –
NFG
1775
Nations Financial Group
Iowa
$221K -$12K -216 -5%
69 70
71
72 73