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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 %
PJSIMP
2051
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$257K -4,895 Closed
KI
2052
Koch Industries
Kansas
– -$256K -4,881 Closed
RFO
2053
RiverGlades Family Offices
Florida
– -$247K -4,722 Closed
SIA
2054
Starfire Investment Advisers
Michigan
– -$244K -4,666 Closed
MF
2055
Magnetar Financial
Illinois
– -$243K -4,629 Closed
PWMAG
2056
Pinnacle Wealth Management Advisory Group
New Jersey
– -$228K -4,341 Closed
PGA
2057
Portland Global Advisors
Maine
– -$226K -4,313 Closed
SFWA
2058
Summit Financial Wealth Advisors
Louisiana
– -$218K -4,161 Closed
BC
2059
Banced Corp
Illinois
– -$205K -3,917 Closed
IUHSA
2060
Itau Unibanco Holding S.A.
Brazil
– -$195K -3,712 Closed
KF
2061
Krilogy Financial
Missouri
– -$185K -3,524 Closed
C
2062
Cerebellum
California
– -$173K -3,299 Closed
ACM
2063
Armbruster Capital Management
New York
– -$168K -3,200 Closed
VIMU
2064
Veritas Investment Management (UK)
United Kingdom
– -$118K -2,250 Closed
CCA
2065
Clearwater Capital Advisors
Illinois
– -$89K -1,705 Closed
EAM
2066
Exane Asset Management
France
– -$88.5K -1,689 Closed
AIM
2067
Assured Investment Management
New York
– -$74K -1,419 Closed
BFS
2068
Baskin Financial Services
Ontario, Canada
– -$63K -1,200 Closed
OSAM
2069
O'Shaughnessy Asset Management
Connecticut
– -$53K -1,010 Closed
PWAG
2070
Polaris Wealth Advisory Group
California
– -$37K -707 Closed
PCM
2071
Poehling Capital Management
Wisconsin
– -$24K -450 Closed
LWA
2072
Lowe Wealth Advisors
Maryland
– -$19K -363 Closed
CIM
2073
Contravisory Investment Management
Massachusetts
– -$15K -282 Closed
DSN
2074
D. Scott Neal
Kentucky
– -$13K -253 Closed
PS
2075
Portfolio Solutions
Michigan
– -$6K -105 Closed
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