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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 %
CIA
676
Cascade Investment Advisors
Oregon
$4.42M +$9.48K +175 +0.2%
LBC
677
Lowe Brockenbrough & Co
Virginia
$4.4M – – –
NIT
678
NumerixS Investment Technologies
British Columbia, Canada
$4.39M +$4.15M +84,600 +1,763%
IA
679
IndexIQ Advisors
New York
$4.38M -$2.08M -43,120 -32%
KS
680
Karpas Strategies
Connecticut
$4.37M +$1.4K +29 +0%
SIC
681
Salem Investment Counselors
North Carolina
$4.36M +$94K +1,789 +2%
PP
682
Patten & Patten
Tennessee
$4.35M -$221K -4,565 -5%
MHC
683
Meyer Handelman Company
New York
$4.35M +$24.9K +500 +0.6%
CAPTRUST Financial Advisors
684
CAPTRUST Financial Advisors
North Carolina
$4.35M +$464K +9,596 +12%
CWM
685
Concentric Wealth Management
California
$4.3M +$98.8K +2,044 +2%
LW
686
Linscomb Wealth
Texas
$4.27M +$121K +2,498 +3%
CIA
687
Capital Investment Advisors
Georgia
$4.26M -$471K -9,751 -10%
BUB
688
BBVA USA Bancshares
Texas
$4.26M +$60.7K +1,257 +1%
BBNA
689
Bremer Bank National Association
Minnesota
$4.26M +$4.26M +87,957 New
GFA
690
Gifford Fong Associates
California
$4.26M – – –
GWM
691
Geneos Wealth Management
Colorado
$4.21M -$215K -4,446 -5%
CIP
692
Chartwell Investment Partners
Pennsylvania
$4.19M +$42.8K +886 +1%
CCP
693
Corient Capital Partners
California
$4.13M +$313K +6,482 +8%
GJCM
694
Grand Jean Capital Management
California
$4.12M -$334K -6,915 -7%
AAF
695
Andra AP-fonden
Sweden
$4.09M +$4.09M +84,700 New
FNT
696
First National Trust
Pennsylvania
$4.04M -$407K -8,422 -9%
DR
697
Davis Rea
Ontario, Canada
$4.03M +$27.4K +567 +0.7%
WIC
698
Woodmont Investment Counsel
Tennessee
$4.03M +$23.6K +489 +0.6%
AMAL
699
Asset Management Advisors LLC
Oklahoma
$4.01M +$33.6K +695 +0.8%
PA
700
Pinnacle Associates
New York
$4.01M +$96.2K +1,990 +2%
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