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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 %
CFN
1951
Cordasco Financial Network
Florida
$26K +$26K +500 New
RBC
1952
Roble Belko & Company
Pennsylvania
$25K -$9.25K -175 -27%
LF
1953
Lee Financial
Texas
$25K +$25K +468 New
SIS
1954
Sound Income Strategies
Florida
$24K +$9.59K +181 +67%
PCM
1955
Poehling Capital Management
Wisconsin
$24K +$13.3K +250 +125%
TCM
1956
TD Capital Management
Tennessee
$23K – – –
TRCT
1957
Tower Research Capital (TRC)
New York
$21K -$4.85M -92,437 -100%
SLF
1958
Sun Life Financial
Ontario, Canada
$20K -$165K -8,670 -89%
HDIM
1959
Hanson & Doremus Investment Management
Vermont
$20K -$942 -18 -5%
MWM
1960
MinichMacGregor Wealth Management
New York
$20K -$301 -6 -1%
DOA
1961
D'Orazio & Associates
Virginia
$19K -$8.25K -161 -30%
LWA
1962
Lowe Wealth Advisors
Maryland
$19K – – –
ST
1963
Sageworth Trust
Pennsylvania
$19K +$15K +278 +371%
NL
1964
NVWM LLC
Pennsylvania
$18K -$396K -7,935 -96%
FGC
1965
Financial Gravity Companies
Texas
$18K -$5.71K -112 -24%
JAM
1966
Jolley Asset Management
North Carolina
$18K +$18K +335 New
FGAM
1967
Financial Gravity Asset Management
Texas
$18K +$18K +353 New
FFW
1968
Fusion Family Wealth
New York
$17K – – –
OWA
1969
One Wealth Advisors
California
$16K +$1.48K +28 +10%
Financial Engines Advisors
1970
Financial Engines Advisors
California
$15K -$27.3K -515 -65%
WCAMG
1971
Woodard & Company Asset Management Group
North Carolina
$15K – – –
CAL
1972
Capital Advisors Ltd
Ohio
$15K – – –
CIM
1973
Contravisory Investment Management
Massachusetts
$15K +$106 +2 +0.7%
ECM
1974
Exchange Capital Management
Michigan
$14K -$56.4K -1,040 -80%
MFT
1975
Moisand Fitzgerald Tamayo
Florida
$14K – – –
77 78
79
80 81