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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 %
LGWM
1901
Litman Gregory Wealth Management
California
$39K – – –
TG
1902
TLP Group
Illinois
$39K +$39K +699 New
CAC
1903
Certified Advisory Corp
Florida
$36K -$12.4K -223 -26%
PCA
1904
Providence Capital Advisors
North Carolina
$35K -$2.42K -44 -6%
FWM
1905
Focused Wealth Management
New York
$34K – – –
SFA
1906
Spectrum Financial Alliance
Kentucky
$33K – – –
IP
1907
Isthmus Partners
Wisconsin
$33K – – –
ST
1908
Sageworth Trust
Pennsylvania
$33K +$13.6K +248 +70%
SWMG
1909
Signature Wealth Management Group
Georgia
$31K +$1.91K +35 +7%
NCM
1910
New Capital Management
Texas
$29K – – –
PFGIA
1911
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$67.2K -1,212 -71%
CFN
1912
Cordasco Financial Network
Florida
$28K – – –
BCM
1913
Brasada Capital Management
Texas
$28K – – –
FGAM
1914
Financial Gravity Asset Management
Texas
$28K +$7.28K +124 +35%
VIA
1915
Vantage Investment Advisors
Pennsylvania
$28K +$16.8K +300 +150%
RAM
1916
Riggs Asset Management
Pennsylvania
$27K -$1.17K -21 -4%
WAM
1917
Watermark Asset Management
California
$26K -$50.4K -902 -66%
APSP
1918
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K -$8.54K -153 -25%
RBC
1919
Roble Belko & Company
Pennsylvania
$26K – – –
LF
1920
Lee Financial
Texas
$26K +$111 +2 +0.4%
FFW
1921
Fusion Family Wealth
New York
$25K +$6.98K +124 +39%
OFS
1922
Orrstown Financial Services
Pennsylvania
$25K +$19.8K +362 +385%
TCM
1923
TD Capital Management
Tennessee
$24K – – –
HDIM
1924
Hanson & Doremus Investment Management
Vermont
$24K +$2.58K +46 +12%
SIS
1925
Sound Income Strategies
Florida
$23K -$2.47K -44 -10%
75 76
77
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