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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 %
BWL
1826
Bogart Wealth LLC
Virginia
$212K -$68.5K -1,288 -24%
SCP
1827
Seizert Capital Partners
Michigan
$212K – – –
JWA
1828
JFS Wealth Advisors
Pennsylvania
$211K -$52.6K -1,006 -20%
RP
1829
Rowlandmiller & Partners
Georgia
$210K -$21.4K -409 -9%
CIM
1830
Confluence Investment Management
Missouri
$210K -$14.4K -275 -6%
LFS
1831
Legacy Financial Strategies
Kansas
$209K -$20K -381 -9%
CG
1832
Corundum Group
Colorado
$209K +$9.43K +180 +5%
BC
1833
Banced Corp
Illinois
$205K +$63.9K +1,220 +45%
MCMT
1834
Moon Capital Management (Tennessee)
Tennessee
$202K – – –
POIA
1835
Pin Oak Investment Advisors
Texas
$202K – – –
SBWM
1836
Sunflower Bank Wealth Management
Arizona
$201K – – –
ME
1837
McIlrath & Eck
Washington
$195K -$8.43K -161 -4%
CAM
1838
Close Asset Management
United Kingdom
$195K – – –
IUHSA
1839
Itau Unibanco Holding S.A.
Brazil
$195K +$195K +3,712 New
KCPG
1840
Kavar Capital Partners Group
Kansas
$195K +$195K +3,727 New
SQA
1841
Simon Quick Advisors
New Jersey
$192K -$333K -6,361 -63%
SHJ
1842
Sharkey, Howes & Javer
Colorado
$191K -$52K -992 -21%
AP
1843
Arlington Partners
Alabama
$190K +$11.1K +213 +6%
CA
1844
Crewe Advisors
Utah
$188K +$47.9K +913 +34%
SAS
1845
Stelac Advisory Services
New York
$188K +$93.7K +1,784 +99%
SC
1846
SRB Corp
Massachusetts
$186K – – –
KF
1847
Krilogy Financial
Missouri
$185K +$46.5K +885 +34%
TCM
1848
Tradewinds Capital Management
Washington
$184K -$25.1K -479 -12%
ATC
1849
Adirondack Trust Company
New York
$183K -$16.9K -326 -8%
RIA
1850
RPG Investment Advisory
California
$183K – – –
72 73
74
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