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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 %
PP
2076
PagnatoKarp Partners
Virginia
– -$779K -12,842 Closed
ACM
2077
Ativo Capital Management
Illinois
– -$772K -12,731 Closed
ACPU
2078
Arrowgrass Capital Partners (US)
Delaware
– -$765K -12,614 Closed
DCM
2079
Dynamic Capital Management
Jersey
– -$730K -12,038 Closed
HH
2080
HWG Holdings
Texas
– -$701K -11,551 Closed
Holocene Advisors
2081
Holocene Advisors
New York
– -$683K -11,255 Closed
GHAM
2082
Gilman Hill Asset Management
Connecticut
– -$613K -10,105 Closed
PHK
2083
Point72 Hong Kong
Hong Kong
– -$584K -9,633 Closed
IWA
2084
IBEX Wealth Advisors
New Jersey
– -$568K -9,159 Closed
KA
2085
Klingman & Associates
New York
– -$552K -9,091 Closed
BCP
2086
Berkeley Capital Partners
Georgia
– -$539K -8,876 Closed
AIM
2087
Allen Investment Management
New York
– -$532K -8,770 Closed
CHA
2088
Cedar Hill Associates
Illinois
– -$496K -8,186 Closed
ICM
2089
Ionic Capital Management
New York
– -$485K -8,000 Closed
OPWM
2090
Oak Point Wealth Management
Michigan
– -$467K -7,657 Closed
NCM
2091
Novare Capital Management
North Carolina
– -$349K -5,753 Closed
CFA
2092
Capstone Financial Advisors
Illinois
– -$348K -5,741 Closed
CAI
2093
Capital Advisors Inc
Oklahoma
– -$336K -5,541 Closed
UBV
2094
United Bank (Virginia)
Virginia
– -$327K -5,386 Closed
MSR
2095
Main Street Research
Connecticut
– -$323K -5,319 Closed
NME
2096
Notis-McConarty Edward
– -$315K -5,200 Closed
UC
2097
Unio Capital
New Jersey
– -$302K -4,980 Closed
BIA
2098
Biondo Investment Advisors
Pennsylvania
– -$303K -4,959 Closed
SAM
2099
Seelaus Asset Management
New Jersey
– -$293K -4,835 Closed
HPWM
2100
Highland Private Wealth Management
Washington
– -$292K -4,819 Closed
82 83
84
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