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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 %
BWP
1801
BSW Wealth Partners
Colorado
$231K +$11.2K +214 +5%
PP
1802
Pegasus Partners
Wisconsin
$228K -$11.3K -216 -5%
PWMAG
1803
Pinnacle Wealth Management Advisory Group
New Jersey
$228K – – –
BFC
1804
Blue Fin Capital
Rhode Island
$227K -$432K -8,287 -66%
HI
1805
Hendershot Investments
Virginia
$227K – – –
PGA
1806
Portland Global Advisors
Maine
$226K -$1.73K -33 -0.8%
KA
1807
Kaizen Advisory
Illinois
$226K – – –
EFSCE
1808
Enterprise Financial Services Corp (EFSC)
Missouri
$225K -$32.1K -610 -12%
SHWM
1809
Smith & Howard Wealth Management
Georgia
$224K – – –
BWA
1810
BDO Wealth Advisors
Florida
$223K +$45.1K +862 +25%
EA
1811
Elm Advisors
California
$222K -$7.86K -150 -3%
WA
1812
WealthTrust-Arizona
Arizona
$222K -$525 -10 -0.2%
CFG
1813
CKW Financial Group
Hawaii
$222K +$29.8K +580 +15%
WSCM
1814
Wellington Shields Capital Management
New York
$220K -$31.4K -598 -12%
HI
1815
Harrington Investments
California
$220K – – –
NFG
1816
Nations Financial Group
Iowa
$220K +$17.3K +329 +9%
SFWA
1817
Summit Financial Wealth Advisors
Louisiana
$218K -$1.44M -27,510 -87%
FC
1818
FCA Corp
Texas
$218K -$210K -4,000 -49%
CHP
1819
Cable Hill Partners
Oregon
$218K -$40.6K -774 -16%
B
1820
Bridgeworth
Alabama
$218K +$218K +4,218 New
PL
1821
Parthenon LLC
Kentucky
$215K -$48K -918 -18%
PCA
1822
Peddock Capital Advisors
Massachusetts
$215K – – –
SIAS
1823
Shine Investment Advisory Services
Colorado
$214K +$12.6K +241 +6%
MCWS
1824
McKinley Carter Wealth Services
West Virginia
$213K -$61.9K -1,181 -23%
SCG
1825
Sonata Capital Group
Washington
$212K -$113K -2,150 -35%
71 72
73
74 75