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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 %
BFS
601
Bradley Foster & Sargent
Connecticut
$5.08M -$585K -12,357 -10%
EGA
602
Eagle Global Advisors
Texas
$5.04M -$244K -5,152 -5%
Marshall Wace
603
Marshall Wace
United Kingdom
$5.02M +$5.02M +106,126 New
ISB
604
Iowa State Bank
Iowa
$5.02M +$15.3K +324 +0.3%
Group One Trading
605
Group One Trading
Illinois
$5.01M +$2.06M +43,611 +70%
CIP
606
Convergence Investment Partners
Florida
$4.98M +$1.74M +36,712 +54%
IFAM
607
Institutional & Family Asset Management
Colorado
$4.94M +$153K +3,236 +3%
HI
608
Horizon Investments
North Carolina
$4.93M +$3.62M +76,436 +275%
EWM
609
Evercore Wealth Management
New York
$4.9M -$106K -2,231 -2%
RSVP
610
Ramsay Stattman Vela & Price
Colorado
$4.9M -$60.3K -1,275 -1%
AC
611
Addenda Capital
Quebec, Canada
$4.88M -$868K -18,349 -15%
PAM
612
Peak Asset Management
Colorado
$4.86M -$199K -4,198 -4%
WAS
613
Wesleyan Assurance Society
United Kingdom
$4.85M – – –
CANC
614
Culbertson A N & Co
Virginia
$4.84M -$96.2K -2,032 -2%
EARNEST Partners
615
EARNEST Partners
Georgia
$4.84M -$7.43K -157 -0.2%
Credit Agricole
616
Credit Agricole
France
$4.82M +$410K +8,676 +9%
AMM
617
American Money Management
California
$4.82M +$17.8K +376 +0.4%
FCBT
618
First Citizens Bank & Trust
North Carolina
$4.82M -$534K -11,289 -10%
FANJ
619
Financial Architects (New Jersey)
New Jersey
$4.8M -$5.67M -119,800 -54%
TU
620
TDAM USA
Ontario, Canada
$4.79M -$548K -11,588 -10%
CB
621
Cadence Bank
Mississippi
$4.74M +$1.47M +31,122 +45%
PIA
622
Piedmont Investment Advisors
North Carolina
$4.74M -$305K -6,448 -6%
NSEDCP
623
NJ State Employees Deferred Compensation Plan
New Jersey
$4.73M – – –
RCA
624
Rowland Carmichael Advisors
Arizona
$4.71M -$516K -10,896 -10%
BS
625
Banco Santander
Spain
$4.68M +$3.34M +70,595 +250%
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25
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