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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 %
TC
1926
Trilogy Capital
California
$45K +$45K +850 New
CAC
1927
Certified Advisory Corp
Florida
$44K +$11.7K +231 +36%
PAM
1928
Paradigm Asset Management
New York
$41.9K – – –
ED
1929
Exane Derivatives
France
$41.1K +$41.1K +798 New
SCA
1930
Stuart Chaussee & Associates
California
$41K – – –
TIM
1931
Tortoise Investment Management
New York
$40K -$3.58K -68 -8%
SFG
1932
SevenBridge Financial Group
Pennsylvania
$40K – – –
CFA
1933
Camarda Financial Advisors
Florida
$40K – – –
GTAM
1934
Global Trust Asset Management
Florida
$39K – – –
AIS
1935
AlphaOne Investment Services
Pennsylvania
$39K +$265 +5 +0.7%
LGWM
1936
Litman Gregory Wealth Management
California
$37K – – –
PWAG
1937
Polaris Wealth Advisory Group
California
$37K +$37K +707 New
PCA
1938
Providence Capital Advisors
North Carolina
$36K -$7.88K -149 -18%
FWM
1939
Focused Wealth Management
New York
$33K +$5.31K +100 +19%
APSP
1940
Asset Planning Services (Pennsylvania)
Pennsylvania
$32K -$7.03K -136 -18%
IP
1941
Isthmus Partners
Wisconsin
$31K – – –
SFA
1942
Spectrum Financial Alliance
Kentucky
$31K +$31K +600 New
CBT
1943
Central Bank & Trust
Kentucky
$28K -$5.2K -100 -16%
SWMG
1944
Signature Wealth Management Group
Georgia
$28K – – –
Nomura Holdings
1945
Nomura Holdings
Japan
$27.8K -$1.91K -36,522 -6%
NCM
1946
New Capital Management
Texas
$27K – – –
BCM
1947
Brasada Capital Management
Texas
$26K -$263K -5,061 -91%
RAM
1948
Riggs Asset Management
Pennsylvania
$26K – – –
LA
1949
Legacy Advisors
Pennsylvania
$26K +$10.1K +200 +64%
LWA
1950
Lenox Wealth Advisors
New York
$26K +$20.8K +395 +403%
76 77
78
79 80