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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 %
RIG
2101
Roosevelt Investment Group
New York
– -$292K -4,814 Closed
ACP
2102
Arcus Capital Partners
Georgia
– -$290K -4,783 Closed
BIA
2103
Bigelow Investment Advisors
Maine
– -$285K -4,693 Closed
MFG
2104
Monte Financial Group
Connecticut
– -$280K -4,613 Closed
GCC
2105
Game Creek Capital
Massachusetts
– -$279K -4,600 Closed
FA
2106
FCG Advisors
New Jersey
– -$274K -4,517 Closed
DIA
2107
Davidson Investment Advisors
Montana
– -$271K -4,469 Closed
PIM
2108
Provident Investment Management
Michigan
– -$268K -4,425 Closed
EGM
2109
Engineers Gate Manager
New York
– -$266K -4,387 Closed
KFA
2110
Kays Financial Advisory
Georgia
– -$266K -4,381 Closed
DWM
2111
Dynasty Wealth Management
Florida
– -$261K -4,310 Closed
PTC
2112
Philadelphia Trust Company
Pennsylvania
– -$261K -4,301 Closed
CHA
2113
Carmichael Hill & Associates
Maryland
– -$251K -4,138 Closed
VIA
2114
Vident Investment Advisory
Georgia
– -$250K -4,124 Closed
RMCM
2115
Reynders McVeigh Capital Management
Massachusetts
– -$249K -4,099 Closed
AIS
2116
American Investment Services
Massachusetts
– -$247K -4,076 Closed
GIM
2117
Goelzer Investment Management
Indiana
– -$241K -3,968 Closed
DA
2118
Doliver Advisors
Texas
– -$239K -3,935 Closed
TCM
2119
Telos Capital Management
California
– -$237K -3,904 Closed
SL
2120
Signition LP
New York
– -$236K -3,898 Closed
AGM
2121
Alpine Global Management
New York
– -$236K -3,882 Closed
LRIA
2122
Leonard Rickey Investment Advisors
Washington
– -$224K -3,686 Closed
TA
2123
Trellis Advisors
Washington
– -$224K -3,682 Closed
FPGK
2124
Financial Partners Group (Kansas)
Kansas
– -$223K -3,680 Closed
WTFG
2125
Wells Trecaso Financial Group
Ohio
– -$223K -3,675 Closed
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85
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