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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 %
FEG
1901
Financial Enhancement Group
Indiana
$74K +$74K +1,419 New
LWM
1902
Lenox Wealth Management
Ohio
$73K +$1.04K +20 +1%
WAM
1903
Watermark Asset Management
California
$72K -$23.7K -450 -25%
AAC
1904
Asset Advisors Corp
Georgia
$72K – – –
CWM
1905
Cranbrook Wealth Management
Michigan
$70K – – –
MCM
1906
Manchester Capital Management
Vermont
$70K +$25.3K +483 +57%
MPPLM
1907
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$69K -$1.89K -36 -3%
BA
1908
Ballew Advisors
Mississippi
$65K +$65K +1,242 New
BFS
1909
Baskin Financial Services
Ontario, Canada
$63K -$280K -5,339 -82%
RCG
1910
Ruggie Capital Group
Florida
$63K – – –
WIM
1911
Westside Investment Management
California
$62.3K -$22.4K -437 -26%
NC
1912
NewSquare Capital
Pennsylvania
$62K -$11.3K -216 -15%
MSFP
1913
Mark Sheptoff Financial Planning
Connecticut
$61K -$264K -5,069 -81%
LWS
1914
Lucia Wealth Services
California
$59K +$59K +1,132 New
PG
1915
Patten Group
Tennessee
$58K – – –
AIS
1916
Accurate Investment Solutions
Pennsylvania
$57K +$155 +3 +0.3%
KPCM
1917
Kings Point Capital Management
New York
$54K -$4.47M -85,267 -99%
OSAM
1918
O'Shaughnessy Asset Management
Connecticut
$53K +$53K +1,010 New
WAM
1919
Westport Asset Management
Connecticut
$52K – – –
TCCM
1920
Timber Creek Capital Management
Massachusetts
$51K – – –
AWA
1921
Acorn Wealth Advisors
Michigan
$50K -$13.1K -250 -21%
PFO
1922
Pathstone Family Office
New Jersey
$50K +$7.84K +150 +19%
BCP
1923
Blackhawk Capital Partners
Wisconsin
$49K -$623K -11,885 -93%
MUS
1924
Mitsubishi UFJ Securities
Japan
$49K – – –
ML
1925
McAdam LLC
Pennsylvania
$49K +$49K +928 New
75 76
77
78 79