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Wells Fargo
WFC

Overview Fund Activity

1,951 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 667 increasing their positions, 954 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,951
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.46%
New
96
Increased
667
Reduced
954
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$982M
2
BlackRock
BlackRock
New York
+$317M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$245M
4
LP
Longview Partners
Guernsey
+$241M
5
Artisan Partners
Artisan Partners
Wisconsin
+$230M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.03B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$764M
4
Capital World Investors
Capital World Investors
California
-$576M
5
Lazard Asset Management
Lazard Asset Management
New York
-$511M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
476
Norris Perne & French
Michigan
$9.15M -$106K -2,242 -1%
GA
477
GFS Advisors
Texas
$9.04M +$1.25M +26,400 +16%
PMG
478
ProVise Management Group
Florida
$9.04M +$817K +17,255 +10%
CG
479
Colony Group
Massachusetts
$8.98M +$5.96M +125,975 +198%
HNB
480
Huntington National Bank
Ohio
$8.96M -$952K -20,127 -10%
PAM
481
Palisade Asset Management
Minnesota
$8.92M +$607K +12,833 +7%
KRS
482
Kentucky Retirement Systems
Kentucky
$8.91M +$443K +9,359 +5%
MI
483
Markston International
New York
$8.9M +$33.1K +699 +0.4%
6M
484
6 Meridian
Kansas
$8.87M -$21.9K -462 -0.2%
HR
485
Howe & Rusling
New York
$8.81M +$3.78M +79,984 +75%
Daiwa Securities Group
486
Daiwa Securities Group
Japan
$8.79M -$211K -4,104 -2%
ACI
487
Alpha Cubed Investments
California
$8.79M +$488K +10,319 +6%
ST
488
Spinnaker Trust
Maine
$8.76M +$342K +7,234 +4%
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$8.73M -$232K -4,913 -3%
BBI
490
Baxter Bros Inc
Connecticut
$8.72M -$8.85M -187,029 -50%
UR
491
USCA RIA
Texas
$8.72M +$592K +12,503 +7%
CLOS
492
Compagnie Lombard Odier SCmA
Switzerland
$8.69M -$2.5M -52,885 -22%
ACM
493
Advisors Capital Management
New Jersey
$8.64M -$5.15M -108,920 -37%
RCM
494
Riverhead Capital Management
Delaware
$8.62M +$3.11M +65,822 +57%
VIA
495
Vantis Investment Advisers
Florida
$8.6M +$8.6M +181,800 New
DP
496
DDD Partners
Washington
$8.58M +$5.53M +116,935 +182%
RBA
497
Richard Bernstein Advisors
New York
$8.54M -$405K -8,570 -5%
SI
498
Stephens Inc
Arkansas
$8.51M +$485K +10,253 +6%
Cerity Partners
499
Cerity Partners
New York
$8.48M +$5.03M +106,353 +146%
OI
500
Oakbrook Investments
Illinois
$8.46M +$168K +3,550 +2%
18 19
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