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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 %
IWP
1776
Icon Wealth Partners
Texas
$220K -$78.3K -1,410 -26%
ATC
1777
Adirondack Trust Company
New York
$219K +$23.8K +430 +12%
MCWS
1778
McKinley Carter Wealth Services
West Virginia
$216K -$8.8K -159 -4%
POIA
1779
Pin Oak Investment Advisors
Texas
$216K +$2.99K +54 +1%
WI
1780
WrapManager Inc
California
$216K +$216K +3,905 New
EA
1781
Elm Advisors
California
$215K -$19.4K -350 -8%
JWA
1782
JFS Wealth Advisors
Pennsylvania
$214K -$9.94K -179 -4%
MCMT
1783
Moon Capital Management (Tennessee)
Tennessee
$214K – – –
HWA
1784
Heritage Wealth Advisors
Virginia
$213K -$1.56M -28,033 -88%
SC
1785
Slow Capital
California
$212K -$140K -2,520 -40%
BST
1786
Bath Savings Trust
Maine
$212K -$40.2K -725 -16%
SCP
1787
Seizert Capital Partners
Michigan
$212K – – –
TCM
1788
Tradewinds Capital Management
Washington
$212K +$17.1K +308 +9%
UAS
1789
United Asset Strategies
New York
$212K +$212K +3,819 New
KFS
1790
Kurt F. Somerville
$211K -$55.5K -1,000 -21%
BIA
1791
Biondo Investment Advisors
Pennsylvania
$210K +$210K +3,759 New
CAGAS
1792
Capital Advisory Group Advisory Services
Minnesota
$209K -$59.2K -1,074 -22%
DIS
1793
Diversified Investment Strategies
Louisiana
$209K +$209K +3,775 New
SCG
1794
Sonata Capital Group
Washington
$208K -$16.6K -300 -7%
SBWM
1795
Sunflower Bank Wealth Management
Arizona
$208K -$5.55K -100 -3%
TCM
1796
Telos Capital Management
California
$208K +$208K +3,759 New
EP
1797
Edgestream Partners
New Jersey
$207K +$207K +3,725 New
CHA
1798
Cedar Hill Associates
Illinois
$207K +$207K +3,730 New
CA
1799
Capital Advantage
California
$206K +$206K +3,707 New
LRIA
1800
Leonard Rickey Investment Advisors
Washington
$204K +$204K +3,674 New
70 71
72
73 74