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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 %
MIH
1801
Meitav Investment House
Israel
$203K -$311K -5,116 -61%
CWM
1802
Circle Wealth Management
New Jersey
$203K +$203K +3,657 New
AHC
1803
Anderson Hoagland & Co
Missouri
$203K +$203K +3,663 New
SHJ
1804
Sharkey, Howes & Javer
Colorado
$202K -$444 -8 -0.2%
DE
1805
Day & Ennis
Georgia
$202K +$202K +3,651 New
AP
1806
Arlington Partners
Alabama
$201K – – –
CC
1807
Cornerstone Capital
California
$200K -$261K -4,700 -57%
DI
1808
Diligent Investors
California
$200K +$200K +3,606 New
BWL
1809
Bogart Wealth LLC
Virginia
$198K -$22.1K -400 -10%
CAM
1810
Close Asset Management
United Kingdom
$195K – – –
GAM
1811
Gemmer Asset Management
California
$193K +$166 +3 +0.1%
HR
1812
Howe & Rusling
New York
$191K -$70.7K -1,277 -27%
OSNBOA
1813
Old Second National Bank of Aurora
Illinois
$191K – – –
B
1814
Bridgeworth
Alabama
$189K -$42.9K -781 -19%
RIA
1815
RPG Investment Advisory
California
$189K -$5.56K -100 -3%
DWM
1816
Destination Wealth Management
California
$188K -$913K -16,453 -83%
WA
1817
Winfield Associates
Ohio
$188K +$9.17K +165 +5%
T2I
1818
Turim 21 Investimentos
Brazil
$187K – – –
KCPG
1819
Kavar Capital Partners Group
Kansas
$181K -$25.3K -457 -12%
SAS
1820
Stelac Advisory Services
New York
$181K -$17.9K -323 -9%
CWM
1821
Cedar Wealth Management
California
$180K -$1.66K -30 -0.9%
MA
1822
MCF Advisors
Kentucky
$178K -$240K -4,348 -57%
RP
1823
Rowlandmiller & Partners
Georgia
$175K -$49.3K -884 -22%
CA
1824
Centerpoint Advisors
Massachusetts
$174K -$82.8K -1,493 -32%
IF
1825
Ironwood Financial
Arizona
$174K – – –
71 72
73
74 75