WFC icon

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 %
GAM
1851
Gemmer Asset Management
California
$182K +$157 +3 +0.1%
OSNBOA
1852
Old Second National Bank of Aurora
Illinois
$181K – – –
T2I
1853
Turim 21 Investimentos
Brazil
$177K +$177K +3,380 New
PFA
1854
Pathway Financial Advisors
Vermont
$176K – – –
C
1855
Cerebellum
California
$173K +$59K +1,125 +52%
CWM
1856
Cedar Wealth Management
California
$172K +$1.57K +30 +0.9%
WA
1857
Winfield Associates
Ohio
$169K -$91.4K -1,740 -35%
JA
1858
JOYN Advisors
Georgia
$168K -$840K -16,032 -83%
ACM
1859
Armbruster Capital Management
New York
$168K – – –
IF
1860
Ironwood Financial
Arizona
$165K – – –
Capstone Investment Advisors
1861
Capstone Investment Advisors
New York
$162K +$162K +3,099 New
BDWM
1862
Brewin Dolphin Wealth Management
Ireland
$162K -$17K -325 -10%
WC
1863
Whitnell & Co
Illinois
$160K +$47.3K +903 +42%
FCB
1864
First Command Bank
Texas
$158K -$51.1K -975 -24%
FCFS
1865
First Command Financial Services
Texas
$157K -$50.8K -975 -24%
AWM
1866
AllSquare Wealth Management
New York
$151K -$65.3K -1,250 -30%
NCM
1867
Nelson Capital Management
California
$151K -$11.5K -219 -7%
VCM
1868
Versant Capital Management
Arizona
$146K -$56.2K -1,073 -28%
VCM
1869
Vigilant Capital Management
Maine
$142K -$69K -1,316 -33%
WAS
1870
Winch Advisory Services
Wisconsin
$138K +$943 +18 +0.7%
TAM
1871
Trust Asset Management
Texas
$137K – – –
SAM
1872
Security Asset Management
New York
$132K -$2.23M -42,572 -94%
CT
1873
CPF Texas
Texas
$132K -$638K -12,195 -83%
CAL
1874
Capital Analysts LLC
Pennsylvania
$131K -$163K -3,106 -55%
AOWM
1875
Alpha Omega Wealth Management
Virginia
$131K +$209 +4 +0.2%
73 74
75
76 77