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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 %
JSL
2026
JT Stratford LLC
Georgia
– -$420K -8,022 Closed
GCA
2027
Gideon Capital Advisors
New York
– -$401K -7,657 Closed
OKSA
2028
O'Keefe Stevens Advisory
New York
– -$393K -7,490 Closed
CRWM
2029
Castle Rock Wealth Management
California
– -$392K -7,487 Closed
CCA
2030
Catalyst Capital Advisors
New York
– -$388K -7,400 Closed
RA
2031
RFG Advisory
Alabama
– -$387K -7,383 Closed
BFPW
2032
BOK Financial Private Wealth
Colorado
– -$385K -7,339 Closed
OWIM
2033
Old West Investment Management
California
– -$347K -6,637 Closed
NWS
2034
Newport Wealth Strategies
California
– -$346K -6,609 Closed
SDJVC
2035
St. Denis J. Villere & Co
Louisiana
– -$326K -6,225 Closed
AAM
2036
Aureus Asset Management
Massachusetts
– -$305K -5,813 Closed
FCAG
2037
First Capital Advisors Group
New Jersey
– -$304K -5,802 Closed
HFP
2038
Holistic Financial Partners
Indiana
– -$292K -5,567 Closed
SMFG
2039
Sumitomo Mitsui Financial Group
Japan
– -$286K -5,450 Closed
GAG
2040
GM Advisory Group
New York
– -$285K -5,439 Closed
RGIA
2041
Rainier Group Investment Advisory
Washington
– -$280K -5,341 Closed
IP
2042
Investment Partners
Ohio
– -$273K -5,217 Closed
AL
2043
AJO LP
Pennsylvania
– -$271K -5,178 Closed
IIC
2044
Integrated Investment Consultants
Michigan
– -$270K -5,157 Closed
WC
2045
Wexford Capital
Florida
– -$270K -5,152 Closed
SM
2046
Sciencast Management
New Jersey
– -$256K -5,057 Closed
PGA
2047
Premia Global Advisors
Florida
– -$260K -4,973 Closed
FAM
2048
Flaharty Asset Management
Florida
– -$254K -4,955 Closed
PAG
2049
Pinnacle Advisory Group
Maryland
– -$259K -4,939 Closed
CB
2050
Chemical Bank
Michigan
– -$257K -4,898 Closed
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