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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 %
AFIA
1876
America First Investment Advisors
Nebraska
$126K -$10.4K -200 -8%
LFG
1877
LifePlan Financial Group
Ohio
$126K +$126K +2,412 New
MCM
1878
MV Capital Management
Maryland
$124K -$2.73K -52 -2%
BCI
1879
Brinker Capital Investments
Pennsylvania
$120K -$30.2K -575 -20%
FA
1880
Fortis Advisors
Pennsylvania
$120K +$8.7K +168 +8%
IP
1881
Intellectus Partners
California
$118K -$39.8K -760 -25%
VIMU
1882
Veritas Investment Management (UK)
United Kingdom
$118K – – –
CIR
1883
Clear Investment Research
Georgia
$114K – – –
FMTCOCP
1884
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$109K -$8.39K -160 -7%
FMA
1885
FNY Managed Accounts
New York
$108K +$108K +2,065 New
SA
1886
SRH Advisors
Kansas
$107K – – –
CCMW
1887
Cypress Capital Management (Wyoming)
Wyoming
$106K -$26.3K -500 -20%
VC
1888
Vestor Capital
Illinois
$102K -$385K -7,369 -79%
CFC
1889
Coyle Financial Counsel
Illinois
$101K +$101K +1,778 New
GCM
1890
Gables Capital Management
Florida
$94K +$94K +1,800 New
CCA
1891
Clearwater Capital Advisors
Illinois
$89K +$89K +1,705 New
EAM
1892
Exane Asset Management
France
$88.5K +$88.5K +1,689 New
PFGIA
1893
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$27.6K -539 -24%
SGAM
1894
Smith Group Asset Management
Texas
$86K -$3.15K -60 -4%
ACA
1895
Atlas Capital Advisors
Wyoming
$83.9K +$83.9K +1,600 New
BWM
1896
Baystate Wealth Management
Massachusetts
$81K – – –
MCA
1897
Mercer Capital Advisers
New Jersey
$81K – – –
SIAP
1898
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K -$26.1K -499 -26%
MWM
1899
Mascoma Wealth Management
New Hampshire
$74K -$26.2K -500 -26%
AIM
1900
Assured Investment Management
New York
$74K +$74K +1,419 New
74 75
76
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