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 %
CWM
651
Concentric Wealth Management
California
$4.29M +$78.2K +1,652 +2%
KS
652
Karpas Strategies
Connecticut
$4.28M +$1.51K +32 +0%
MAM
653
Majedie Asset Management
United Kingdom
$4.27M -$10.2M -214,701 -70%
Wolverine Trading
654
Wolverine Trading
Illinois
$4.27M -$4.8M -101,419 -53%
ATC
655
Argent Trust Co
Tennessee
$4.25M -$142K -3,010 -3%
JG
656
Jefferies Group
New York
$4.24M +$3.64M +77,014 +616%
CIP
657
Chartwell Investment Partners
Pennsylvania
$4.2M +$103K +2,184 +3%
CAPTRUST Financial Advisors
658
CAPTRUST Financial Advisors
North Carolina
$4.2M -$59.2K -1,251 -1%
AIL
659
AGF Investments LLC
Ontario, Canada
$4.19M -$1.85M -39,148 -31%
NRS
660
Neville Rodie & Shaw
New York
$4.18M -$2.81M -59,346 -40%
GFA
661
Gifford Fong Associates
California
$4.17M – – –
PP
662
Paloma Partners
Connecticut
$4.15M -$34M -718,004 -89%
PFM
663
Parsec Financial Management
North Carolina
$4.15M -$1.33M -28,098 -24%
MHC
664
Meyer Handelman Company
New York
$4.14M +$7.95K +168 +0.2%
WT
665
Washington Trust
Rhode Island
$4.14M -$522K -11,029 -11%
ECM
666
Elgethun Capital Management
South Dakota
$4.12M +$276K +5,829 +7%
HRC
667
Hoertkorn Richard Charles
$4.11M -$355K -7,500 -8%
GWM
668
Geneos Wealth Management
Colorado
$4.08M -$47.1K -995 -1%
DR
669
Davis Rea
Ontario, Canada
$4.02M +$73.3K +1,548 +2%
KRSITF
670
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.99M +$140K +2,949 +4%
AMAL
671
Asset Management Advisors LLC
Oklahoma
$3.97M +$35.5K +750 +0.9%
AIA
672
Allied Investment Advisors
Montana
$3.96M +$153K +3,230 +4%
CIA
673
Capital Investment Advisors
Georgia
$3.95M -$231K -4,885 -6%
CMTU
674
Capital Markets Trading (UK)
United Kingdom
$3.94M +$1.72M +36,394 +78%
PA
675
Pinnacle Associates
New York
$3.9M -$25.1K -531 -0.6%
25 26
27
28 29