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Wells Fargo
WFC

Overview Fund Activity

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$401M
2
Franklin Resources
Franklin Resources
California
+$377M
3
Legal & General Group
Legal & General Group
United Kingdom
+$227M
4
LP
Longview Partners
Guernsey
+$223M
5
Barclays
Barclays
United Kingdom
+$204M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.33B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$820M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$449M
4
Harris Associates
Harris Associates
Illinois
-$435M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
626
Peak Asset Management
Colorado
$5.16M +$287K +5,947 +6%
PIA
627
Piedmont Investment Advisors
North Carolina
$5.15M +$2.11M +43,640 +69%
UB
628
UMB Bank
Missouri
$5.14M -$343K -7,094 -6%
SF
629
Synovus Financial
Georgia
$5.14M +$142K +2,941 +3%
HR
630
Howe & Rusling
New York
$5.13M +$3.42M +70,772 +199%
BFIM
631
Beese Fulmer Investment Management
Ohio
$5.12M +$5.12M +105,903 New
EWM
632
Evercore Wealth Management
New York
$5.12M -$152K -3,148 -3%
ISB
633
Iowa State Bank
Iowa
$5.11M -$22.9K -473 -0.4%
KSCM
634
Kamunting Street Capital Management
Florida
$5.07M -$3.38M -70,000 -40%
RSVP
635
Ramsay Stattman Vela & Price
Colorado
$5.06M +$98.7K +2,043 +2%
CANC
636
Culbertson A N & Co
Virginia
$5.04M -$133K -2,750 -3%
AIM
637
Axiom Investment Management
New York
$5.02M -$23.1K -478 -0.5%
PA
638
Profund Advisors
Maryland
$5.01M +$129K +2,672 +3%
BC
639
Bartlett & Co
Ohio
$5.01M -$727K -15,038 -13%
CIM
640
Cambria Investment Management
California
$5.01M +$89K +1,841 +2%
BCWM
641
Bartlett & Co Wealth Management
Ohio
$5.01M -$727K -15,038 -13%
ISL
642
Ingalls & Snyder LLC
New York
$4.98M -$2.65M -54,908 -35%
WAS
643
Wesleyan Assurance Society
United Kingdom
$4.95M +$4.95M +102,500 New
EARNEST Partners
644
EARNEST Partners
Georgia
$4.95M – – –
CCM
645
Cadence Capital Management
Massachusetts
$4.92M -$176K -3,645 -3%
AMM
646
American Money Management
California
$4.9M +$37.1K +768 +0.8%
NCM
647
Narwhal Capital Management
Georgia
$4.9M -$6.19K -128 -0.1%
IFAM
648
Institutional & Family Asset Management
Colorado
$4.89M +$55.6K +1,151 +1%
NSEDCP
649
NJ State Employees Deferred Compensation Plan
New Jersey
$4.83M – – –
AMI
650
Amica Mutual Insurance
Rhode Island
$4.83M -$1.91M -39,456 -28%
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