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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 %
SCM
2026
Stevens Capital Management
Pennsylvania
– -$9.86M -162,493 Closed
BPB
2027
Badgley, Phelps & Bell
Washington
– -$8.19M -135,003 Closed
GHA
2028
GW Henssler & Associates
Georgia
– -$7.97M -131,299 Closed
JAM
2029
JCIC Asset Management
Ontario, Canada
– -$7.7M -126,920 Closed
CIP
2030
Chartwell Investment Partners
Pennsylvania
– -$7.47M -123,145 Closed
UAS
2031
United Asset Strategies
New York
– -$6.36M -104,774 Closed
VIA
2032
Virtus Investment Advisers
Connecticut
– -$6.33M -104,299 Closed
CA
2033
Cornerstone Advisors
North Carolina
– -$6.3M -103,800 Closed
EFIC
2034
Eliot Finkel Investment Counsel
California
– -$6.06M -99,870 Closed
MBI
2035
Montrusco Bolton Investments
Quebec, Canada
– -$5.35M -88,156 Closed
RCM
2036
Red Cedar Management
Utah
– -$4.85M -80,000 Closed
TA
2037
TRB Advisors
New York
– -$4.55M -75,000 Closed
SAM
2038
Solaris Asset Management
New York
– -$4.26M -70,227 Closed
DS
2039
DRW Securities
Illinois
– -$3.77M -62,112 Closed
KC
2040
Kepos Capital
New York
– -$3.75M -61,872 Closed
AAA
2041
Adams Asset Advisors
Texas
– -$3.74M -61,682 Closed
FC
2042
Fore Capital
New York
– -$3.64M -60,000 Closed
KM
2043
Kalos Management
Georgia
– -$3.6M -59,487 Closed
LG
2044
LaFleur & Godfrey
Michigan
– -$3.57M -58,837 Closed
BHA
2045
Beech Hill Advisors
New York
– -$3.49M -57,445 Closed
WI
2046
WBI Investments
New Jersey
– -$3.41M -56,241 Closed
PSF
2047
Pacific Sun Financial
California
– -$3.34M -55,055 Closed
VF
2048
Virtu Financial
New York
– -$3.32M -54,766 Closed
WCP
2049
Welch Capital Partners
New York
– -$3.24M -53,430 Closed
ECAM
2050
East Coast Asset Management
Massachusetts
– -$2.88M -47,429 Closed
80 81
82
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