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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 %
DW
1776
Domani Wealth
Pennsylvania
$251K – – –
CAN
1777
Claraphi Advisory Network
United States
$251K +$251K +4,795 New
SBL
1778
Sargent Bickham Lagudis
Colorado
$248K -$21K -401 -8%
NP
1779
NS Partners
United Kingdom
$248K – – –
IA
1780
Independence Advisors
Pennsylvania
$248K – – –
HR
1781
Howe & Rusling
New York
$248K +$41.7K +795 +20%
BW
1782
Biegel & Waller
Maryland
$247K – – –
ACA
1783
Ackerman Capital Advisors
Texas
$247K +$24.5K +404 +11%
Kayne Anderson Rudnick Investment Management
1784
Kayne Anderson Rudnick Investment Management
California
$247K +$36.9K +705 +18%
RFO
1785
RiverGlades Family Offices
Florida
$247K +$247K +4,722 New
HS
1786
HighVista Strategies
Massachusetts
$246K +$5.23K +100 +2%
CWM
1787
Cabot Wealth Management
Massachusetts
$245K – – –
SIA
1788
Starfire Investment Advisers
Michigan
$244K -$664K -12,706 -73%
ADMI
1789
Albert D. Mason Inc
Massachusetts
$244K +$244K +4,655 New
CA
1790
Centerpoint Advisors
Massachusetts
$243K +$74.2K +1,414 +44%
MF
1791
Magnetar Financial
Illinois
$243K +$243K +4,629 New
BST
1792
Bath Savings Trust
Maine
$239K +$49.9K +949 +26%
LA
1793
LexAurum Advisors
Kansas
$238K -$33K -630 -12%
CBTWT
1794
Community Bank & Trust (Waco, Texas)
Texas
$238K -$15.7K -300 -6%
MPM
1795
Meritage Portfolio Management
Kansas
$237K – – –
TAM
1796
Trillium Asset Management
Massachusetts
$237K +$2.98K +57 +1%
LC
1797
Loews Corp
New York
$236K – – –
GAMC
1798
Garner Asset Management Corp
Texas
$235K -$15.7K -300 -6%
BFIM
1799
Beese Fulmer Investment Management
Ohio
$235K +$22.5K +430 +11%
VWA
1800
V Wealth Advisors
Kansas
$231K -$26.1K -507 -10%
70 71
72
73 74