WFC icon

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 %
DWT
626
Dorsey & Whitney Trust
South Dakota
$4.66M -$54.7K -1,156 -1%
ACP
627
Ashfield Capital Partners
California
$4.62M -$6.48K -137 -0.1%
UCI
628
Uncommon Cents Investing
Wisconsin
$4.59M -$58.2K -1,230 -1%
WIC
629
Woodmont Investment Counsel
Tennessee
$4.59M +$643K +13,591 +16%
NCM
630
Narwhal Capital Management
Georgia
$4.57M -$225K -4,749 -5%
NEI
631
Northwest & Ethical Investments
Ontario, Canada
$4.51M -$52.6K -1,111 -1%
BC
632
Bartlett & Co
Ohio
$4.51M -$394K -8,331 -8%
BCWM
633
Bartlett & Co Wealth Management
Ohio
$4.51M -$394K -8,331 -8%
CCP
634
Corient Capital Partners
California
$4.51M +$461K +9,749 +11%
PC
635
Pecaut & Co
Iowa
$4.48M -$22.3K -472 -0.5%
NIPH
636
NN Investment Partners Holdings
Netherlands
$4.47M -$2.98M -62,969 -40%
AIM
637
Axiom Investment Management
New York
$4.46M -$446K -9,428 -9%
SCM
638
Schnieders Capital Management
California
$4.43M -$72.4K -1,531 -2%
PAM
639
Private Asset Management
California
$4.41M -$186K -3,925 -4%
BHIA
640
Birch Hill Investment Advisors
Massachusetts
$4.41M -$129K -2,731 -3%
CIA
641
Cascade Investment Advisors
Oregon
$4.4M +$78.6K +1,485 +2%
LW
642
Linscomb Wealth
Texas
$4.38M +$196K +4,135 +5%
GH
643
Grosvenor Holdings
Illinois
$4.36M – – –
LDB
644
Lee, Danner & Bass
Tennessee
$4.32M -$127K -2,690 -3%
GIP
645
Granite Investment Partners
California
$4.31M -$123K -2,593 -3%
MHIC
646
Marble Harbor Investment Counsel
Massachusetts
$4.3M -$28.9K -610 -0.7%
LBC
647
Lowe Brockenbrough & Co
Virginia
$4.3M – – –
IA
648
IndexIQ Advisors
New York
$4.3M +$16.7K +353 +0.4%
CA
649
Clearstead Advisors
Ohio
$4.3M -$58.4K -1,234 -1%
CK
650
Cohen Klingenstein
New York
$4.3M +$3.12M +66,000 +265%
24 25
26
27 28