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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 %
BA
1876
Ballew Advisors
Mississippi
$66K -$2.37K -43 -3%
CDIA
1877
Capital Directions Investment Advisors
Georgia
$65K +$65K +1,175 New
MCA
1878
Mercer Capital Advisers
New Jersey
$63K -$22.1K -399 -26%
LWS
1879
Lucia Wealth Services
California
$63K – – –
PG
1880
Patten Group
Tennessee
$61K – – –
FEG
1881
Financial Enhancement Group
Indiana
$60K -$18.3K -332 -23%
MSFP
1882
Mark Sheptoff Financial Planning
Connecticut
$58K -$6.62K -120 -10%
KPCM
1883
Kings Point Capital Management
New York
$57K – – –
AIS
1884
Accurate Investment Solutions
Pennsylvania
$56K -$5.65K -101 -9%
CI
1885
CX Institutional
Indiana
$55K +$55K +984 New
TCCM
1886
Timber Creek Capital Management
Massachusetts
$54K – – –
AWA
1887
Acorn Wealth Advisors
Michigan
$54K – – –
WAM
1888
Westport Asset Management
Connecticut
$52K – – –
MUS
1889
Mitsubishi UFJ Securities
Japan
$52K – – –
PC
1890
Polar Capital
United Kingdom
$51.7K -$523 -9,426 -1%
BCP
1891
Blackhawk Capital Partners
Wisconsin
$49K – – –
TIM
1892
Tortoise Investment Management
New York
$47K +$4.88K +88 +12%
TC
1893
Trilogy Capital
California
$45K -$1.93K -35 -4%
PAM
1894
Paradigm Asset Management
New York
$44.4K – – –
ED
1895
Exane Derivatives
France
$44.1K -$1.13K -20 -3%
SCA
1896
Stuart Chaussee & Associates
California
$43K – – –
ML
1897
McAdam LLC
Pennsylvania
$42K -$9.42K -170 -18%
CFA
1898
Camarda Financial Advisors
Florida
$42K – – –
PFO
1899
Pathstone Family Office
New Jersey
$41K -$11.8K -214 -22%
GTAM
1900
Global Trust Asset Management
Florida
$41K – – –
74 75
76
77 78