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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 %
CFD
1951
Creative Financial Designs
Indiana
$8K – – –
LYV
1952
Live Your Vision
Pennsylvania
$8K – – –
CWA
1953
Clarus Wealth Advisors
Arizona
$8K +$8K +154 New
TDC
1954
Thompson Davis & Co
Virginia
$7K -$5.34K -100 -43%
SIA
1955
SeaBridge Investment Advisors
New Jersey
$7K – – –
NIM
1956
NuWave Investment Management
New Jersey
$7K +$7K +134 New
CFC
1957
Coyle Financial Counsel
Illinois
$6K -$101K -1,678 -94%
WCAMG
1958
Woodard & Company Asset Management Group
North Carolina
$5.49K -$11K -198 -67%
BAM
1959
Bruderman Asset Management
New York
$5K – – –
PRS
1960
Pinkerton Retirement Specialists
Idaho
$4K – – –
AIL
1961
AGF Investments LLC
Ontario, Canada
$3.42K +$2.08K +37,547 +156%
IAS
1962
INR Advisory Services
Pennsylvania
$3K +$3K +57 New
NA
1963
NewEdge Advisors
Louisiana
$2.45K +$287 +5,094 +13%
TFA
1964
Toth Financial Advisory
Virginia
$2K – – –
SJIM
1965
St. Johns Investment Management
Florida
$2K – – –
PCM
1966
Punch Card Management
Florida
$2K +$2K +38 New
NDSI
1967
Newman Dignan & Sheerar Inc
Rhode Island
$1.02K -$6 -100 -0.5%
CIA
1968
CSat Investment Advisory
Michigan
$1K +$1K +13 New
FRA
1969
Front Row Advisors
California
$942 +$1 +16 +0.1%
GCM
1970
Gladius Capital Management
Illinois
$923 +$923 +16,641 New
AFNAS
1971
American Financial Network Advisory Services
California
$445 -$33 -2 -7%
Viking Global Investors
1972
Viking Global Investors
Connecticut
– -$673M -12,833,588 Closed
CG
1973
Carmignac Gestion
France
– -$286M -5,452,616 Closed
Renaissance Technologies
1974
Renaissance Technologies
New York
– -$176M -3,363,413 Closed
Squarepoint
1975
Squarepoint
New York
– -$34.7M -661,917 Closed
77 78
79
80 81