WFC icon

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 %
AHC
2126
Anderson Hoagland & Co
Missouri
– -$222K -3,663 Closed
CWM
2127
Circle Wealth Management
New Jersey
– -$222K -3,657 Closed
1WA
2128
180 Wealth Advisors
Washington
– -$220K -3,622 Closed
PWM
2129
Patriot Wealth Management
Texas
– -$220K -3,618 Closed
BAM
2130
Belpointe Asset Management
Nevada
– -$219K -3,605 Closed
ECM
2131
Ensemble Capital Management
California
– -$218K -3,600 Closed
WCA
2132
Waratah Capital Advisors
Ontario, Canada
– -$217K -3,580 Closed
IWA
2133
Inspirion Wealth Advisors
Illinois
– -$216K -3,560 Closed
UBG
2134
United Bank (Georgia)
Georgia
– -$214K -3,533 Closed
RIM
2135
Reliant Investment Management
Tennessee
– -$211K -3,485 Closed
DA
2136
Dillon & Associates
Michigan
– -$212K -3,475 Closed
SFS
2137
Summit Financial Strategies
Ohio
– -$209K -3,448 Closed
SIM
2138
Sigma Investment Management
Oregon
– -$209K -3,438 Closed
MCM
2139
Maple Capital Management
Vermont
– -$209K -3,437 Closed
REMPR
2140
Roof Eidam Maycock Peralta (REMP)
California
– -$206K -3,400 Closed
ANTB
2141
AMG National Trust Bank
Colorado
– -$204K -3,360 Closed
PI
2142
Parkside Investments
Illinois
– -$201K -3,316 Closed
CCA
2143
Conestoga Capital Advisors
Pennsylvania
– -$200K -3,302 Closed
MAM
2144
Mastrapasqua Asset Management
Tennessee
– -$200K -3,300 Closed
PWM
2145
Paulson Wealth Management
Illinois
– -$182K -3,008 Closed
LC
2146
Landaas & Company
Wisconsin
– -$175K -2,876 Closed
FG
2147
FSI Group
Ohio
– -$165K -2,724 Closed
LD
2148
Lipe & Dalton
New York
– -$164K -2,695 Closed
BAM
2149
Brave Asset Management
New Jersey
– -$142K -2,337 Closed
CCS
2150
Crosspoint Capital Strategies
California
– -$1.21M -2,000 Closed
83 84 85
86
87