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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 %
MFT
1976
Moisand Fitzgerald Tamayo
Florida
$14K – – –
DSN
1977
D. Scott Neal
Kentucky
$13K – – –
TDC
1978
Thompson Davis & Co
Virginia
$12K -$145K -2,785 -92%
MIM
1979
Macroview Investment Management
Maryland
$12K +$12K +228 New
BL
1980
Balentine LLC
Georgia
$11K -$335K -6,550 -97%
DPA
1981
Delphi Private Advisors
California
$11K -$114K -2,246 -91%
HWM
1982
Holloway Wealth Management
Florida
$11K -$25K – –
VIA
1983
Vantage Investment Advisors
Pennsylvania
$10K -$3.5K -70 -26%
GWA
1984
Guidant Wealth Advisors
Illinois
$10K – – –
EWM
1985
Elmwood Wealth Management
California
$8.96K +$8.96K +171 New
AA
1986
AlphaMark Advisors
Kentucky
$8K – – –
HWP
1987
Hefty Wealth Partners
Indiana
$7K -$757K -15,132 -99%
LYV
1988
Live Your Vision
Pennsylvania
$7K – – –
CFD
1989
Creative Financial Designs
Indiana
$7K – – –
SIA
1990
SeaBridge Investment Advisors
New Jersey
$6K – – –
PS
1991
Portfolio Solutions
Michigan
$6K +$6K +105 New
OFS
1992
Orrstown Financial Services
Pennsylvania
$5K -$1.33K -25 -21%
BAM
1993
Bruderman Asset Management
New York
$5K +$5K +94 New
AGA
1994
Accuvest Global Advisors
Utah
$5K +$5K +98 New
PRS
1995
Pinkerton Retirement Specialists
Idaho
$4K -$7.09K -133 -64%
FMP
1996
Financial Management Professionals
Texas
$3K +$3K +64 New
RA
1997
Rational Advisors
New York
$2K -$295K -5,463 -99%
SJIM
1998
St. Johns Investment Management
Florida
$2K +$2K +29 New
CAM
1999
ClariVest Asset Management
California
$1K -$224K -4,935 -100%
TFA
2000
Toth Financial Advisory
Virginia
$1K -$15.8K -442 -94%
78 79
80
81 82